Professional financial advice can make a significant difference in one’s life.
Marie and Grant were in their 30s when they decided to buy their first home. Feeling overwhelmed and unsure about the complexities of home buying and financial planning, they were at a crossroads.
Everything seemed confusing until a family member suggested they seek help from a financial adviser at Apex Advice. That’s when their journey with Apex Advice began.
Owning The First Home Made Easy
Marie and Grant met with Angela Waters for a comprehensive financial review. They discussed their goals and dreams, and Angela assessed their borrowing potential. She provided them with clear, actionable steps, including securing a pre-approval. With this pre-approval, they started house hunting with confidence. After finding a property they loved, their offer was accepted the next day. Angela and her team then helped them structure their home loan strategically, taking into account their current financial situation, future plans, and the best available interest rates. This approach provided them with financial flexibility and peace of mind.
Throughout the process, they gained valuable financial knowledge and confidence, knowing they had a team of experts advocating for their best interests.
Protecting What They Love
Recognising the importance of safeguarding their hard-earned assets, Marie and Grant worked with Dusten Renshaw to create a tailored insurance package that included home, income, life, and medical coverage. This comprehensive approach ensured all their insurance needs were met and their future was secured with a robust safety net.
Growing Their Future
With their home and insurance needs managed, Marie and Grant focused on future goals and investments, confident in their financial strategy.
They were supported by Matthew Hurley, Apex Advice’s investment adviser, to develop a personalised plan for their KiwiSaver and investments aligned with their long-term goals. As their lives evolved with the impact of COVID-19 and the arrival of their first child, they revisited their financial plans with Apex Advice. Mathew assisted them in reviewing and adjusting their funds to accommodate future needs, including saving for little Charlotte’s education and their own retirement.
In a Great Place
Thanks to the expert guidance and support from Apex Advice, Marie and Grant have achieved financial stability and peace of mind, making significant progress in both their careers and personal lives. The strong, trusting relationship built with their advisers and the personalised approach were key to their success and empowerment. They appreciated the clarity and ease of the services, noting that the experience was stress-free and straightforward, with open and transparent communication allowing them to focus on their growth.
Today, Marie proudly leads a team of Relationship Specialists at Apex Advice, dedicated to helping others in similar situations. Thriving in her role, she has recently earned the Most Valuable Person Award and the Leadership Award. Reflecting on their journey, Marie and Grant believe that professional financial advice can make a significant difference in one’s life. Their story highlights the impact that tailored financial guidance and a supportive relationship can have on achieving personal and professional goals.
