We've seen too many people leave it until they were on the cusp of retirement to get advice. Hearing too often, "I wish we had done this ten years ago".
We set out to change that.

At Apex Advice, we make financial advice simple and accessible to a younger cohort of busy professionals. Through our signature Apex freedom framework, we help Aussies who want more out of life than being tied to their desk until they are in their 60s.

We sort out the unsexy stuff like super and insurance, but what makes us tick is helping you identify and accomplish what matters most to you. We get to know your 'why' before we help you with the 'how' of your money.

Everything we do focuses on balance.

You should be able to live it up now and make money progress without sacrificing either.

Based in Geelong, we build long-lasting relationships with our clients with personalised, purposeful and outcome-focused advice and guidance.

Our ultimate goal is to help you reach the top of your financial Apex, where you wake up one day and realise that you don't have to work anymore. You can choose where, when and how you spend your time.

Apex Advice

Org chart

Teams

Offices