Apex Advice Group.
Apex Advice Group has been providing financial advice to New Zealanders since 1986. We are a New Zealand owned and operated financial services company dedicated to helping people protect and grow their wealth.
Here at Apex we are firm believers that to get ahead you have to think ahead. A good financial plan will set you up for life, so the future you want becomes more than just a dream.
Through careful analysis of your current situation, your goals and objectives, Apex will focus on tailoring strategies that ensure your personalised plan helps you protect and grow your wealth.
We provide specialised advice on personal and business insurances, mortgages, investments and financial planning.
At Apex, we work with our clients for the long term. So we’ll be there for you every step of the way to help you assess your current financial situation, think about where you want to be and help you get there.
Through our unique 6 step process, we help clients identify their short and long term goals and their current financial position.
The process starts by creating a solid foundation, protecting what you already have and what you can’t afford to lose. Then we build on that foundation by reducing debt and putting together a plan to grow wealth through investment advice and retirement planning.
In addition, we offer our clients regular reviews to ensure the strategies in place continue to evolve as their needs and lifestyles change.
What or how does your business contribute to a more sustainable NZ?
Apex believes in the importance of being a responsible and sustainable business. Our sustainability journey is about creating tangible benefits for the community, the environment and employees as well as shareholders. We aim to be sustainable so that we can be a strong responsible business for the years to come.
We aim to develop and maintain like-minded business connections. We are getting started on our sustainability journey and look forward to improving our sustainability indicator year after year.