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I'm a financial planner

If you value being part of a peer network and have a passion for delivering exceptional value to clients, we may be able to help you.  We believe in putting the client first in everything we do, which is why we provide broad product choice, expert practice management advice, programs designed to measure and improve client experience, and strong governance and compliance support. The majority of the businesses in our network provide comprehensive financial planning advice, as well as providing or facilitating all other financial services, including personal and commercial lending, accounting and general insurance advice and services.


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Through our unique licensee offer, Apogee provides flexible and tailored solutions to help you as a proactive and progressive business owner to grow your successful advice business.

The Apogee licensee offer includes:

  • Flat licensee fee:  Apogee offers a flat licensee fee, with no dealer splits or volume rebates, covering all the following services and more.

  • Access to an industry-leading technical team for advice support:  including well-known industry experts and one of the industry’s largest skilled teams of experienced technical experts.

  • Support on the ground: dedicated support from a team of practice development specialists providing best of breed practice management and access to external specialist consultants.

  • Broad Approved Product List with exceptional research support: from one of the largest and best resourced licensee research teams, which includes a large team of in-house investments specialists.

  • Business succession and acquisition services: access to our Connect for Growth program which provides transactional guidance for businesses wishing to buy and/or sell client bases, and assistance with business succession planning.

  • We manage the end-to-end sales process: including; valuation, client transition and legal contract management. This service is incorporated in the total licensee fee, saving you time and additional cost sourcing and executing transactions.

  • Marketing support: proven client engagement and marketing tools to help you attract and retain clients.

  • Compliance and protection: ongoing advice and guidance from our dedicated professional and commercial compliance and legal team.

  • Business Management: Access to tools and resources to run your business successfully including a payments system.

  • Advice Software: The XPLAN advice platform and associated fees are included as part of our Licensee offer. We have dedicated in-house XPLAN consultants to assist you in improving your advice efficiency.

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