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Apex Advice
10 Moorabool Street, Geelong, Victoria, Australia
About Apex Advice
Welcome to Apex Advice, located at 10 Moorabool Street in Geelong, Australia. We are a reputable institution specializing in accounting, establishment, and finance. As a point of interest, we strive to help Aussies under 55 make savvy financial decisions and gain confidence in managing their money.
Are you tired of being chained to your desk until retirement? Do you feel like you're spinning your wheels financially, despite earning a decent income? At Apex Advice, we understand your desire to enjoy your money now while also securing a comfortable future. Our goal is to help you find that financial sweet spot where you can spend guilt-free and make smart moves for your future.
Our team of experts will assist you in organizing your finances and putting them on autopilot, so you no longer have to anxiously wait for your paycheck. With our guidance, you will feel clearer and more confident about your money, knowing that you are maximizing your financial situation.
We recognize that navigating the overwhelming amount of financial information available can be a daunting task, especially when most advice is geared towards older individuals nearing retirement. That's where we come in. At Apex Advice, we simplify financial advice and make it accessible to younger professionals like you, who want to live their best lives now while also saving for the future.
While we handle the unsexy aspects of finance, such as superannuation and insurance, what truly drives us is helping you identify and achieve what matters most to you. We take the time to understand your 'why' before guiding you through the 'how' of your money.
We understand that life gets busy, and it's easy to put money matters on the backburner. But at Apex Advice, we want to ensure you have no financial regrets. We want you to confidently say 'hell yes' to enjoying life now and feel inspired about your plans for the future.
If you're climbing the corporate ladder and have ambitious career goals, it's crucial to get serious about your financial situation to stay ahead of the game. With some equity under your belt, it's time to make real progress and set yourself and your family up for a secure future, all while creating epic memories along the way.
Now that the high commitment days of putting your kids through school are behind you, it's time to focus on yourself. We will help you determine 'how much is enough' for work to become optional, so you can look forward to doing more of what you love.
Our simple and proven framework will help you feel organized and in control of your money. Visit us at SteamPacket House, Level 2, Suite 12, 10 Moorabool Street, Geelong, VIC 3220, and let us guide you towards financial success.
Apex Advice Pty Ltd, with ABN 14 655 779 187, is a Corporate Authorised Representative (ASIC 1296045) of Paragem Pty Ltd, with ABN 16 108 571 875 and Australian Financial Services Licence 297276. Please note that the information provided on this website is general advice and may not be suitable for your personal objectives, financial situation, or needs. We strongly advise consulting your own financial advisor before making any decisions based on the information, strategies, or products mentioned on our website.
For more information, please visit our website or contact us at www.paragem.com.au or (02) 8036 6490. Trust Apex Advice to help you take control of your financial future.
Photos of Apex Advice
2/10 Moorabool St, Geelong VIC 3220, Australia
Opening hours of Apex Advice
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Apex Advice
""John has been amazing to deal with. His approach is very personable and he takes the time to get to know you as a person before providing any financial advice. John has tailored a plan that is specific to our goals and we can for the first time in years see a light at the end of the tunnel. I would highly recommend John to anyone who needs guidance on how to get ahead in life.""
"I’m time poor and worry about having my affairs in order. As soon as I met John I knew we would have a fabulous working relationship. He developed a strategy, explained everything and put my mind at ease. Great man - I trust his expertise and I think I’ll be using his skills and knowledge for as long as he will have me as a client."
"Working with John and his team has been an excellent experience. They have provided us with guidance that has opened our minds to financial freedom and allowed us to make smarter decisions when it comes to our finances. We could not be more appreciative of the quality of service we have received from John's team, it is a privilege to work with them."
"John and his team have been nothing short of impressive. He has provided my partner and I with invaluable financial advice and guidance to help better manage our finances as well as plan for our future. His communication is always prompt, clear, and personable while his knowledge of the industry ensures that we are making informed decisions. We highly recommend him for your financial needs. His team is dedicated to providing a quality experience – no task is too hard!"
"I have worked with John and team for over 7 years now, and they have been outstanding in helping me plan my finances. My financial situation is in a much better place due to their guidance and support. I have gained confidence with working with my money and now make better choices when it comes to my finances. John has excellent communication and always takes the time to talk me through everything, so I understand, especially when it comes to Superannuation. Not only is John a superb financial advisor he has also been like a mentor to me, and I couldn't recommend him and his team enough."
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