Apex Financial Planning

Welcome to Apex Financial Planning, a leading institution in the finance industry located at 52 Davenport Street in Southport, Australia. As an establishment that specializes in financial planning, we are dedicated to helping our clients achieve their financial goals and secure a better future.

Did you know that 86% of people who have come to us have found a better Super? We take pride in our ability to provide our clients with superior financial solutions, ensuring that they make the most out of their investments. In fact, we have even found over $6 million in lost Super for our clients, helping them recover funds they didn't even know they had.

One of the unique aspects of our services is that we give our clients the power to choose their Super investments. We understand that everyone has different financial needs and goals, which is why we offer a range of investment options to cater to individual preferences and risk tolerance.

At Apex Financial Planning, we prioritize professionalism, quality, responsiveness, and value in all aspects of our business. Our team of experienced advisors, led by Sean, goes above and beyond to provide personalized and comprehensive financial advice. We believe in building long-term relationships with our clients, and Sean's dedication and expertise have made him not just an advisor but a trusted friend to many.

Our clients have consistently praised our approach, highlighting the respect and support they receive throughout their financial journey. We ensure that every decision made is in line with our clients' desires and financial objectives, never pushing or rushing them into anything. Your financial well-being is our top priority, and we work with you to make informed decisions that align with your goals.

We are proud to have a team of experts, including Dale, Brendan, and Daniel, who are committed to providing exceptional service. They are well-versed in the intricacies of superannuation and investment options, and they simplify complex financial jargon, making it easier for you to understand and make informed decisions about your financial future.

While we are based in the Gold Coast, Queensland, we serve clients from all over the country. We understand the importance of convenience and offer phone or video call consultations, ensuring that distance is never a barrier to receiving top-notch financial advice.

Apex Financial Planning Pty Ltd is a Corporate Authorised Representative of Superfast AM Pty Ltd, holding an AFS License 283043. This affiliation allows us to provide our clients with a comprehensive range of financial services, ensuring that their needs are met with expertise and professionalism.

Whether you are looking to improve your current financial position, recover lost Super, or plan for a secure retirement, Apex Financial Planning is here to guide you every step of the way. Contact us today to schedule a consultation and take control of your financial future.