Enjoy your money now and make smart moves for your future
- You earn decent money but don't feel like you are getting ahead.
- You feel overwhelmed by all the information about money and building wealth.
- You want to make a significant life change but are uncertain if you have enough money to make a move.
- You've read somewhere that you need more than $1.3 million to retire, and you are worried you'll be working forever because you have nowhere near that.
At Apex Advice, we help you get your money sorted so you feel confident you are making the most of what you've got.
See how much more you can do with your money
Plan for now and then
Find the perfect balance between enjoying life now and getting ahead with a financial plan unique to your situation and what you want out of life.
Get control of your cash flow
Get your money working on autopilot, so it's easy to save, cover expenses and spend money without feeling guilty.
Dominate your debt
Pay off your home loan sooner and make the most of the benefits of good debt to get ahead faster.
Safeguard your wealth
Be ready for the unexpected curve balls life may throw at you with a backup plan to protect your income, lifestyle and loved ones.
Sort out your super
Play the long game by making smart super choices now that will make a HUGE difference down the track.
Invest for the future
Build money momentum with an investment strategy that matches your timeframes and feelings about risk.
Pay less tax
Use the tax rules to your advantage to cut your tax bill (legally) to keep more of your hard-earned income in your back pocket.
Protect your estate
An estate plan ensures your wealth is structured to be both tax-effective and to safeguard your family’s financial future.
Retire on your terms
Know 'how much is enough' to be able to choose to wind down your office hours or clock off entirely from paid work, confident your money is going to last the distance.