Referral Process
Want to share your financial experience with others? Invite your friends and family to meet with Alex Cheng.
The greatest confidence you can have about your financial advisor is for them to come recommended from someone you trust.
We encourage all of our clients to refer our service to those they know are in need of Financial Advice and Planning.
Alex Cheng and his team at APC Advice offer a boutique financial planning service for those looking for a personal and transparent approach their financial strategy. Operating as a boutique means that our product and service isn’t suitable for everyone, that’s why we trust our existing clients to refer people they know will benefit from our service.
Confidentiality.
All clients and non-client alike are treated with and held to a high standard of confidentiality and privacy surrounding their engagement with APC Advice. We offer you the peace of mind that no matter how close your relationship with the referral is, your privacy and financial goals will be protected.
Boutique Service.
If you’re a client that has benefited from the services and advice of Alex Cheng, we would appreciate your endorsement to refer our boutique service to others in need. Alex and his team take great pride in their approach to financial planning and look to share their proven strategies with others.