APEX Financial Services Group
About the Business
Welcome to APEX Financial Services Group, one of Queensland's premier wealth advisory groups. Located in Woolloongabba on Logan Road, our institution is dedicated to helping you navigate the complex world of finance and achieve financial success.
We understand that managing your finances can be overwhelming and stressful. That's why our team of experienced professionals and industry leaders are here to guide you every step of the way. With their expert advice and personalised solutions tailored to your unique needs, you can trust that you're in good hands.
Whether you're looking to invest in the stock market, plan for retirement, find the right insurance plan, or simply manage your everyday expenses, our suite of financial and insurance services can help you make the most of your money. From wealth management and financial planning to tax and accounting, we have everything you need to secure your financial future.
In addition, we have a special focus on assisting defence personnel. We work with a significant number of defence personnel and are frequently engaged to support those discharging from the defence force, whether administratively or medically. We understand the unique challenges faced by our servicemen and women, and we are here to provide the necessary support and guidance.
Navigating the world of mortgages can be daunting, but our team will help you find the right loan for your needs. We will ensure that you understand the process and secure a mortgage that aligns with your goals and financial situation.
With the ever-changing landscape of tax, superannuation, and government laws, it's important to seek empowerment and certainty in your financial situation. At APEX Financial Services Group, we stay up to date with the latest developments and can provide you with the guidance you need to navigate these changes effectively.
We are proud supporters of local charities and sporting clubs, including the Moorooka Roosters AFL and The Boxing Shop in Salisbury. We believe in giving back to our community and making a positive impact.
APEX Financial Advice is Self-Licenced, holding an Australian Financial Services License under Apex FSG Pty Ltd (AFSL 539244). This means that we have the necessary qualifications and expertise to provide you with reliable and trusted financial advice.
If you're ready to take control of your finances and achieve financial success, contact APEX Financial Services Group today. Our team is ready to develop a personalised financial plan that takes into account your goals, priorities, and unique circumstances. Let us guide you towards a brighter financial future.
Photos
Location & Phone number
141 Logan Road, Woolloongabba, Queensland 4102, Australia
Hours open
Monday:
8:45 AM - 5:00 PM
Tuesday:
8:45 AM - 5:00 PM
Wednesday:
8:45 AM - 5:00 PM
Thursday:
8:45 AM - 5:00 PM
Friday:
9:00 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"We were looking for financial service company with a good understanding of Military pension. During our dealings with Apex, we have found a very professional but approachable team. Our advisor, Robert, is very easy to talk to and has a good understanding of our needs. It is a daunting prospect of leaving your financial future in someone's hands but we feel very confident and safe with Apex."
"The advice and customer service recieved from APEX was second to none. Detailed plan with recommendations to fit in with our financial goals and lifestyle. Stephanie was amazing throughout the meetings and delivery of plan and advice for our financial security."
"Robert was very thorough and knew his 'stuff'! Very impressed with our personalised plan and statement of advice that was provided. We have taken the advice provided and now have peace of mind for the future. Thank you."
"From the initial meeting all the way through to the financial plan presentation, I was extremely happy with the level of detail, knowledge and professionalism shown by Stephanie at APEX. Two days after our presentation we have already implemented advice from the plan and are financially already in a better position. The reception staff are very friendly and were a joy to deal. Thank you!"
"Very happy with the service I received from Brent in securing a better financial future for myself! He and the team have gone above and beyond in assisting me getting my situation under control and I couldn’t be happier to start working toward a better future! Thanks Brent!"
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