Apex Financial Planning

Reach Your Peak Wealth Potential


Licensed Experts


Tailored Approach


Targeted Results


100% Satisfaction

Consulting Services

Our Consulting Services

Retirement Planning

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

Debt management and budgeting are not a burden, they are an integral part of achieving financial freedom

Meet Our Lead Financial Advisor

We Don't Accept Mediocre

Sean YEO

Sean YEO

Lead Financial Adviser

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 Perth, Western Australia, but Service clients all over the country. Phone or video call for your convenience

Email for Information


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Consulting Blog

Latest From Our Consulting Blog

New rules apply to super

Analysis: ‘Your future, your super’ reforms would require all decisions to come with documentary evidence of how they benefit members financially.

Home ownership and super are far more entwined than you might think

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.

ASIC sues REST Super for misleading conduct

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.