Apex Financial Planning

Helping you create generational wealth

What would you like to do?

Multigenerational family sitting on the sofa at home - cropped to mother and son

I'd like to
Find a Better Super

Hey, did you know?
86% of people who came to us, found a better Super.

Multigenerational family sitting on the sofa at home - cropped to Grandmother

I'd like to Combine
All of My Super Accounts

Hey, did you know?
26% of our clients had more than one super account.

Man talking on a cellphone in a cafe

I'd Like To
Find My Lost Super

Hey, did you know?
We found over $6 million in lost Super for our clients.

Multigenerational family sitting on the sofa at home - cropped to mother and father with their son and daughter

I'd like to
create an SMSF

Hey, did you know?
You can choose your Super investments.

5 star rated service

What users say about us?

100% Positive Customer Reviews


Positive: Professionalism, Quality, Responsiveness, Value

Treated with respect at all times, Sean became a friend rather than an advisor.


Positive: Professionalism, Quality, Responsiveness, Value Sean was extremely knowledgeable about creating an income stream for us as self funded retirees. He put in extra effort when our original plan changed, making more work for him. He did this happily. Sean is very personable and articulate. He explained things clearly and made us feel very confident in him. I would be happy to refer him to family and friends. Thank you Sean.


Positive: Professionalism, Quality, Responsiveness, Value

As above, and Sean cares as well.

Rebecca Cummins

Positive: Professionalism, Quality, Responsiveness, Value

Brendan and Dale explain things to me, always show professionalism and most importantly results that benefit me. They are extremely prompt with their service and are always contactable. I highly recommend Apex to anyone wanting to get the best they can get with not only prompt service with their amazing team on hand but most importantly the best returns for your money.

Stephanie Myers

Positive: Quality

We have never been pushed or rushed into anything. Everything has been our decision to fit in with what we want to do with our money.

Bee Cee

Positive: Professionalism, Responsiveness, Value

I had the lads, Dale, Brendan and Daniel help me review my current super set ups and provided advise on how I could improve my financial position even further. They easily explained the steps invloved as well as breaking down the different investment options, simplifying the jargon which made it easier for me to make my decisions. I highly recommend the team, and even if it's just a quick assessment, do reach out and get them to help you as they helped me.

Joseph Dyble

Professionalism, Quality, Responsiveness, Value

The team here have been great with there continued support with any question or request I have. Always supportive of the end goal set out.

Get In Touch

Get In Touch For Any Query

Our Head Office

We are based in the Goald Coast, Queensland, but we service clients all over the country via phone or video call for your convenience

Email for Information


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