The strategic merger will strengthen financial services for more New Zealanders
Queenstown, New Zealand – April 1, 2025 – Apex Advice Group and Shaw Financial Insurance and Investments, two well-established financial advisory firms in New Zealand, are excited to announce their strategic merger. This partnership brings together their combined expertise, resources, and client-first philosophies to deliver a broader range of financial services with a seamless experience.
With over 30 years of experience in the insurance and investment industry, Shaw Financial, led by Wayne Shaw, has built a strong reputation for providing highly personalised financial advice and support. Known for their face-to-face, tailored approach, Wayne and his team are committed to supporting clients at every stage—from application through claims and life transitions.
“I am excited for Shaw Financial to join forces with Apex Advice,” said Wayne Shaw. “Our values and client-first mindset align perfectly, and with Apex Advice’s robust support systems and advanced technologies, we’ll be able to provide even greater peace of mind and comprehensive solutions for our clients.”
Craig Mulholland, Chief Executive of Apex Advice Group, shared his enthusiasm for the merger. “We are delighted to welcome Shaw Financial to the Apex Advice family. Wayne and the team’s dedication to personalised service and his deep experience will strengthen our offerings and allow us to reach even more Kiwis to support their financial futures.”
The merger offers expanded financial services for clients, including insurance, home loans, investments, KiwiSaver, and retirement planning, all backed by cutting-edge technologies and enhanced support systems. Both teams are dedicated to a smooth transition, ensuring that clients continue to receive exceptional care and service without interruption.
About Shaw Financial Insurance and Investments
Shaw Financial Insurance & Investments Ltd has established a strong reputation throughout the Southland and Otago communities. The firm offers personalised services, including insurance, KiwiSaver, and investment advice, ensuring clients receive tailored solutions to meet their financial goals.
About Apex Advice Group
Apex Advice Group is a leading financial advisory firm in New Zealand, dedicated to providing personalised financial advice and solutions to individuals and businesses. With a focus on client satisfaction and long-term relationships, Apex Advice Group offers a comprehensive range of services, including insurance, home loans, investments, KiwiSaver, wealth management, and retirement planning.
Media Contact:
Jenny Nguyen | Head of Marketing & Communications, Apex Advice Group | jennyn@apexgroup.co.nz
