Financial Adviser
Karen Greenhalgh
My clients are my top priority when working as their Adviser.
My career over the last 20+ years as a Professional has been about helping clients to plan and protect risks in their lives. I have a caring approach which is second to none, while remaining impartial. My dedication to my clients was well represented by me winning the Apex Advice awards of “Most Satisfied Clients” and “Love Your Clients”.
In my spare time I enjoy CrossFit, walking in the bush, spending time with my husband and two teenage boys.
Our advisers are Specialists in their chosen areas, but they work closely with other Specialists within Apex Advice to provide you with tailored and holistic financial advice.
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Testimonials
Why clients love working with our team.
“Karen was very patient with us and was able to answer all of our questions and send us in the right direction. Great service
”.Alice W,
March 2024
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As advisers, we’ve worked with a range of clients to discover what success means to them, and how we can achieve it together.