Buying a home is a big milestone in life – but it can also be overwhelming. That’s why having the right support makes all the difference. We sat down with Ella, a member of the Apex Advice team and a recent first-home buyer, to chat through her journey from colleague to client, and why she trusted Apex Advice to help her protect what matters, own her first home, and grow her financial future.
From colleague to client
Ella has worked at Apex Advice since 2022 but officially became a client in 2023. When she was ready to step onto the property ladder, she knew exactly who to turn to.
“Working with Apex Advice was incredibly easy and really helped with taking the stress out of securing conditional approval,” she said. “My adviser was fantastic, she kept me well-informed every step of the way. Her guidance and responsiveness gave me confidence during a time that can often feel overwhelming.”
Support beyond the sale
For Ella, what stood out most was Apex Advice’s holistic approach. “It’s clear the team looks at the bigger picture, not just one-off transactions like a mortgage,” she explained. “Amanda didn’t just help with the loan; she also gave me helpful insights into how the home loan fits into my overall financial wellbeing.”
Amanda also connected Ella with trusted partners for home insurance, KiwiSaver and personal risk insurance, laying the foundation to protect her assets from day one, not just secure them.
Owning the process, simplifying the steps
In addition to the mortgage support, Ella had her KiwiSaver reviewed by Matthew Hurley and her personal risk insurance reviewed by Apex Advice too. The result? Peace of mind, and all the advice and support she needed under one roof.
“Being referred to a lawyer and house insurance company saved so much time,” she said. “Not having to deal directly with the bank was a bonus, and our adviser helped answer any questions we had throughout the process.”
The Apex Advice support team also made a big impression. “Deanne was always helpful with any questions I had about providing the right documentation or getting the most up-to-date rates.”
Growing confidence and financial clarity
Ella now feels more confident than ever about her next steps. “If you’re sceptical about consolidated financial advice, I’d say from experience that having all your cover under one financial advice firm makes life a lot easier. You’re not wasting time bouncing between providers or explaining your situation repeatedly. It’s just so much simpler to manage and you can grow your financial knowledge along the way.”
Ready for what’s next
Now that she’s settled into her new home, with a full financial plan in place, Ella can now focus firmly on the future. “I feel relieved, supported, and really glad I chose Apex Advice. They helped me own my first home, protect what’s important, and grow a financial foundation I can build on.”
Ready to get your foot on the property ladder, review your KiwiSaver, or protect what matters most? We’re here to help. Contact the Apex Advice team through the form below and let’s talk about how we can support your next step.
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