Referrals

In business there is no greater compliment than a referral. At Apex Financial Planning we take great pride when a professional peer refers a long-standing client to our financial planning services.

We currently receive referrals from a variety of professionals including accountants, lawyers, mortgage brokers and institutional advice firms.

If you have been referred to us by a professional, you may wish to give them consent to pass on any relevant information they may feel will assist us in providing advice to you. This includes your personal details, saving you the time and effort to provide this information. We can then spend the body of our initial contact asking more about you to find out what’s important to you and your expectations of our financial planning services.

We welcome you as a referred client of our firm and look forward to meeting you soon.