Advisors Testimonials

At any time, talk to any manager or colleague, they are happy to share, and give you all they have, be it… concept or materials.. Colleagues who just want you to excel. The culture top down has been like that. It is just amazing.

Constantly moving with times, Aaron educates us on a wide scale. From Insurance to Will, Tax, Property to Loans, Stocks, ETFs to Bonds, even cryptocurrency and NFTs. Aaron to us, is a walking encyclopedia, he is never afraid to learn new things. Ask him anything!

I managed to achieve double MDRT in my second year in APEX, having more 500% growth in results.

People ask me why Elevation partners? I have to say, its because of our boss, Aaron Tan. He is dedicated, knowledgeable and patient. He truly wants us to grow and find success. There to support you when you are down and correct you when you are off track, all with the feeling of compassion and kindness. Couple this with webinars and lead generating activities from the branch, its a formula that really helped many achieve success. We also have systems in place, to maintain touch points with your current clients- to make your clients feel special and cared for.

Prior to joining APEX Elevation Partners, I had been with Great Eastern for slightly over 3 years.

The reason why I chose to join APEX Elevation Partners under Aaron is because of his unique approach towards his clients that is enriching and holistic. He has also enlightened me with different concepts that is helpful for clients which I wouldn’t have known without him.

It is true that if you want to know how well a person is, talk to them and you will realise that they speak differently than the rest.

I have been in the financial advisory business for 9 years now. Throughout my career, I have been with a tied agency offering limited choices of comparison to my clients. After meeting up with Aaron, who has experience in both Tied agency and FA, he has shared with me experiences, success stories and formulas to breakthrough in the FA space.

There are several factors why I took the leap to join APEX Elevation Partners, other than being able to plan and compare more holistically for my clients was APEX agency support and Aaron's mentorship. Having a good mentor will allow me a shortcut to success and also having a breakthrough in my personal and business achievements.

Moving from a tied agency to APEX Elevation Partners allow me to provide my clients with better and broader array of products and services which provides an unbiased approach to professional financial advisory.

Aaron is super detailed, experienced, driven achiever and has deep knowledge on financial aspects such as investments and legacy planning. His strong skillset and focus towards helping clients is what I aim to also achieve and that's the reason why I decided to join him.

Have been 5.5 years in the industry, MDRT member, a father of 3 and loving husband of 1. Previously from Tied Agency, burning out non scalable business model and lack of growth.

Chance upon a discussion with Aaron sharing with me on how APEX Elevation Partners functions as a FA agency, I was really taken aback on how extensive it was and making me feel that I have so much more to learn, so much more room to grow!