Consulting Services
Optimise your superannuation through strategic refinement and unparelled opportunities
Protect what matters, tailor your insurance for optimal cover at the best price
Advanced strategies to build and protect your wealth, discover your true wealth potential
Debt management and budgeting are not a burden, they are an integral part of achieving financial freedom
Meet Our Lead Financial Advisor
Lead Financial Adviser
What users say about us?
Philip
Positive: Professionalism, Quality, Responsiveness, Value
Treated with respect at all times, Sean became a friend rather than an advisor.
Paul
Bennet
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
We are based in Perth, Western Australia, but Service clients all over the country. Phone or video call for your convenience
07 3703 1687
info@apexfinancialplanning.com.au
Consulting Blog
Analysis: ‘Your future, your super’ reforms would require all decisions to come with documentary evidence of how they benefit members financially.
When the government’s retirement income review of which I was a part examined superannuation, the age pension and voluntary savings, home ownership had a surprisingly important role.
The corporate watchdog has accused the $60 billion REST Super of misleading and deceptive conduct, alleging the industry superannuation fund tried to stop members transferring their savings to a better performing fund.