Milestones
Vision，Mission，Motto
Our Vision
We see Noble Apex as the company that sets the industry standard of personal financial planning in Greater China.
Our Mission
We aim to be the leader of the financial planning profession in Greater China. Our mission is to be the most professional financial planner in the region that provides comprehensive financial planning solutions and products to the best interest of our clients for their financial freedom.
Our Motto :
In this ever-changing world, we have to take good care of ourselves, set our goals early, plan our lives ahead of time, and act promptly so as to live with peace of mind. Financial planning is an indispensable process of life planning.
Professional
We have diverse experience and strength, ranging from retail banking, private banking, fund management, investment management, to personal financial planning and insurance. Our business partners are reputable international financial institutions and practitioners. We are committed to look after your financial and investment needs.
The professional and academic strength of our personnel is even more impressive. We have graduates majoring in finance, business administration, operations research, statistics, accounting, marketing and computer science. We also have professionals who are Chartered Financial Analysts (CFA), Certified Financial Planner (CFPCM) licensees, Certified Public Accounts (CPA), members of Hong Kong Securities Institute (MHKSI), and members of other professional organizations.
Technologically Advanced
In this ever-changing business world, the early bird gets the worm. We have a state-of-art computer system to enable us to store and retrieve data easily. The efficient administration ensures that clients' requirements are effectively met. Our client profile analysis program helps us solve financial needs for the client. We also subscribe to several information providers for timely supply of information and research materials.
Global Vision
Our vision is global. We have the network and expertise in the eastern and western world. We can channel the needs of both universes.
Total Customer Satisfaction Service
Noble Apex exists to serve our clients. We provide a personalised "one-stop" financial and investment service. We care for your needs. Each client is well attended by a designated consultant. Our achievements are measured by the client's degree of satisfaction with our service.
Our Commitment
Our commitment is not only to our own company and our clients, but also to our community in which we live. We are a socially responsible corporation and we uphold the highest business ethical standards. We actively participate in community works to build caring community.
Our Milestone
| 2023 | Noble Apex Wealth – One of the Associate Firm of of the Chartered Insurance Institute Noble Apex Wealth - Accreditation of the Caring Company Logo by the Hong Kong Council of Social Service (HKCSS) for 5 consecutive years |
| 2022 | Noble Apex Wealth – One of the Associate Firm of of the Chartered Insurance Institute Noble Apex Wealth - Accredited Financial Education Champion 2022 of IFEC Noble Apex Wealth - Accreditation of the Caring Company Logo by the Hong Kong Council of Social Service (HKCSS) |
| 2021 | Noble Apex Wealth – One of the Associate Firm of of the Chartered Insurance Institute Noble Apex Wealth - Accredited Financial Education Champion 2021 of IFEC Noble Apex Wealth - Accreditation of the Caring Company Logo by the Hong Kong Council of Social Service (HKCSS) |
| 2020 | Noble Apex Wealth - Accredited two IFPHK Financial Education Leadership Awards 2020 - Award for Corporate financial Education Leadership – Gold and Award for Corporate Volunteer Team in Financial Education – Gold Noble Apex Wealth - Accredited Financial Education Champion 2020 of IFEC Noble Apex Wealth - Accreditation of the Caring Company Logo by the Hong Kong Council of Social Service (HKCSS) |
| 2019 | Noble Apex Wealth - Accreditation of the Caring Company Logo by the Hong Kong Council of Social Service (HKCSS) Noble Apex Wealth - Accredited two IFPHK Financial Education Leadership Awards 2019 - Award for Corporate financial Education Leadership – Gold and Award for Corporate Volunteer Team in Financial Education - Gold Noble Apex Wealth - Accredited Financial Education Champion 2019 of IFEC |