Organise, grow and spend your money with confidence
We help Aussies under 55 make savvy financial decisions.
You don't want to be chained to your desk until you're 60
You see everyone else around you getting ahead, and although you earn a decent income, you feel like you are spinning your wheels financially and get that little pang of guilt when you spend money.
You picture all the exciting things you will do with your time when work becomes optional, and you're not running around after everyone. But, you have no idea when you will have enough money to wind down or pull up stumps entirely from your day job.
You are not alone. We'll help you figure it out.
We help you get your money sorted
At Apex Advice we want to help you find that financial sweet spot where you can enjoy your money now (guilt-free) and make smart moves for your future.
Get your money organised and working on autopilot, so you aren't hanging out for your pay to hit the bank account.
Feel clearer and better about your money, knowing you are making the most of your financial situation.
Pull the trigger on big life choices like working less, starting a business or saying goodbye to work completely.
We want to know your 'why'
We know it's a head spin trying to make sense of all the information in the media and on Google about money. And a lot of the advice is geared towards older people on the precipice of retirement.
At Apex Advice, we make financial advice simple and accessible to a younger cohort of busy professionals, like you, who want to live it up now and save for the future without sacrificing either.
We sort out the unsexy stuff like super and insurance, but what makes us tick is helping you identify and accomplish what matters most to you. It's why we get to know your 'why' before we help you with the 'how' of your money.
No financial regrets
When you are busy with the daily hustle of life, it's easy to put money matters on the back-burner.
At Apex Advice, we don't want you to have financial regrets. We want you to be able to say 'hell yes' to doing the fun stuff now and feel inspired about your plans for the future.
You're climbing the corporate ladder and kicking career goals. You've got big plans for the future and it's time to get serious about your financial situation, so you stay ahead of the game.
With some equity under your belt, you want to start making some real money progress and set yourself and your family up for the future, while making epic memories along the way.
The high commitment days of putting your kids through school are behind you, and it's now time to focus on YOU. Know 'how much is enough' for work to become optional, so you can look forward to doing more of what you love.
See how much more you can do with your money
20-minute intro chat
Book a free 20-minute introductory phone call to see if we are the right fit to help you.
Listen. Educate. Empower
Let's get clear about what you want out of life and design a financial plan to get you there.
With your financial house in order, you can stress less and live more.