Apex Advice buys life business
Auckland-based Apex Advice has acquired a well-established insurance advice business.
Friday, November 15th 2024, 6:00AM
Apex Advice Group and OPM Insurance have completed a "strategic merger."
After successfully operating for 17 years, OPM Insurance joins Apex Advice Group, leveraging its strong market presence, robust servicing capabilities, and advanced technologies.
"This move will significantly elevate the client experience, providing access to a wider range of financial products and services," Alex chief executive Craig Mulholland says.
He says “this partnership strengthens our position as a leading financial advisory firm and allows us to expand our reach and offerings. We are confident this will benefit our clients and drive continued growth.”
The transition process will be seamless, ensuring minimal disruption to OPM Insurance clients. Both teams are committed to maintaining the highest level of service and support throughout this period.
OPM Insurance founder Oliver Pereira has built a successful business based on a commitment to providing personalised advice and exceptional service, Apex says. "With this partnership, Oliver and his team will continue to serve their clients with the same dedication and expertise, now backed by the resources and support of Apex Advice Group."
“We are thrilled to join forces with Apex Advice Group,” said Oliver Pereira. “Their reputation for excellence and client-centric approach aligns perfectly with our values. Together, we can offer our clients even more comprehensive financial solutions and support them in achieving their goals."
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