Reflections on the Apex Advice 2025 Conference
At Apex Advice, everything we do comes back to one thing: helping you feel more confident and empowered about your financial future. That was the theme of our recent 2025 Conference, where our nationwide team came together to reflect, reconnect, and refocus for the year ahead.
It was all about you – our valued clients – and how we can continue delivering even better advice, service, and support to help you achieve your financial goals.
Putting You First, Always
Every conversation at the conference circled back to one question: How can we better serve our clients?
Whether it’s helping you plan for a comfortable retirement, protecting what matters most, or navigating important decisions for your business or whānau – we understand the power of good advice. And we never take that responsibility lightly.
We’ve been client-first for over 40 years, and that hasn’t changed. It’s in our DNA, and it’s how our team shows up for you every single day.
Holistic Financial Well-being: Protect. Own. Grow.
True financial confidence doesn’t come from a single product or quick fix – it comes from understanding and planning for the full picture. That’s why we take a holistic approach we call Protect-Own-Grow.
This framework is designed to support your financial wellbeing at every stage of life:
• Protect the things that matter most – your health, income, loved ones, and lifestyle – through tailored insurance solutions. Whether it’s life, health, trauma, or income protection cover, insurance gives you the peace of mind that you’re safeguarded against life’s unexpected challenges.
• Own your future by working towards owning your home or investment property. Property ownership is a cornerstone of long-term financial security, and we help you navigate this journey with expert advice, clarity, and confidence.
• Grow your wealth and future opportunities through smart savings strategies, KiwiSaver, investments, and retirement planning. Whether you’re just starting out or fine-tuning your retirement goals, we’re here to help you build the future you want.
From putting the right insurance in place and managing debt/ home loans, to investing wisely and preparing for retirement – we’re with you at every stage.
Our advisers are here to guide you through the essentials and beyond, helping you take control of today while building a more secure and rewarding tomorrow.
Investing in Better Advice, Better Experience & Better Client Outcomes
Our core focus is to make your experience with us even better – faster, smoother, and more personalised. At the conference, we explored how technology and data can help us do just that.
That means:
• Easier ways to connect with your adviser, no matter where you are in Aotearoa
• Advice that’s tailored to your goals and based on real insights
• More time for meaningful conversations that help you feel understood and supported
Think National, Act Local: Collaboration is Our Superpower
Being a team of over 100 people, we’re incredibly proud of how our team comes together – across regions, roles, and areas of expertise – all with one goal in mind: supporting you, our valued clients.
At the conference, that spirit of collaboration was clear to see.
More than just a company, we’re a connected community. And it’s that collective effort that allows us to keep raising the bar and delivering real results for clients like you.
At the heart of it all are our people – advisers, support teams, and partners – working as one to put your needs first.
Behind every piece of advice you receive, there’s a whole team working together to make things seamless for you. From the moment you come on board, we’re focused on making your experience smooth, supportive, and tailored to what you need.
The Right Advice, Backed by the Right Partners
Here at Apex Advice, we are independent and work with a wide range of trusted providers, from insurance companies, banks and other lenders, Kiwisaver providers and fund managers, so we can offer solutions that genuinely suit your financial situation.
One of the key themes we explored at the conference was just how important these provider relationships are. They give us the flexibility to tailor advice to your unique needs, rather than trying to make a one-size-fits-all approach work.
We’ve built strong partnerships over time, which means better access, better options, and ultimately, better outcomes for you.
Whether you’re looking to protect what matters, grow your wealth, or plan for what’s ahead, you can feel confident knowing that our advice is backed by partnerships designed to work in your best interest.
Celebrating Those Who Go the Extra Mile for You
We believe the strength of our service starts with the people delivering it. That’s why, at our conference, we made it a priority to recognise and celebrate the advisers and support staff who consistently go above and beyond for you.
These are the team members who go the extra mile for you, who follow up on the little details that make a big difference, and who take the time to really understand your challenges and goals.
Their dedication is what sets Apex Advice apart. And while much of their hard work happens quietly behind the scenes, the impact goes beyond the conversation, plan, and milestone you achieve.
Looking Ahead
We’re determined to put everything we’ve learned and planned into action. From more proactive service to clearer communication and smoother processes, everything is designed to make your journey simpler and your engagement more enjoyable.
To each of our clients, thank you for your continued support. We’re grateful for your trust, and we’re excited to continue walking alongside you.
Here’s to all our clients being in a great place and building a future you can feel confident about.
Craig.
