Apex Advice Impact in Numbers
Trusted by Kiwi Families for Over 40 Years
In the last 5 years alone, we’ve helped:
- 5,845 families protect what matters most
- Secure 1,538 home loans worth over $833M
- Grow more than $134M in funds under management
- Deliver over $45M in claims paid back to clients
Our Philosophy
Embrace a holistic view of your financial wellbeing
From insurance to home loans to KiwiSaver and investments, we can help you balance these moving parts through our protect, own, grow philosophy.
GET STARTED NOW
The right advice can make a big difference.
What to expect when working with a financial adviser.
First, we listen. Our advice gets personal when we understand your goals and priorities. Together we’ll build out an approach that resonates with you, assist you as you put the plan into action, and ensure you have access to all the relevant resources along the way.
Learn more: What to expect when working with a financial adviser.
Personal Advisory
Investing in your financial health puts you and your family in a secure position to find fulfilment in the things you enjoy, while achieving meaningful goals.
Business Advisory
Investing in your company can open the door to new opportunities. As a business owner, safeguarding your assets and planning for the future can set you up for long-term growth and success.
BLOG
