Who We Are

Established in 1994, Apogee Financial Planning (ApogeeFP) is a leader in the Australian financial services marketplace, offering a range of financial products and services that challenge traditional investment boundaries and offer diverse capabilities.

As a subsidiary of the National Australia Bank Group of companies and managing funds of over $3 billion, ApogeeFP can provide your adviser with resources and confidence that are essential in giving you sound investment advice.

ApogeeFP’s name reflects our commitment to facilitating high quality advice and continued excellence in everything we do.

‘Apogee’ means the peak; the highest point; the summit. This identity supports ApogeeFP advisers’ high client service ethic, quality of advice and commitment to continual improvement in their business practises. Attention to customer service and a sound track record of returns to investors are key differentiators of your adviser.

As your goal as an investor is to reach and exceed your financial objectives, your adviser’s objective is to provide quality advice and planning to help get you there.

ApogeeFP is a principal member of the Financial Planning Association (FPA) of Australia Limited (visit www.fpa.asn.au) and the National Insurance Brokers Association of Australia (NIBA) (visit www.niba.com.au).