Our Company
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Planning for the life you have and the life you want
Our Approach is to help you Protect and Grow your Wealth
Apex Advice Group is a professional financial services company dedicated to helping people protect and grow their wealth. The basis for the Apex approach has been developed around the idea of the client for life. We work with our clients for the long term. Whatever stage of life they are at we help them assess their current situation, think about where they want to be, and help them get there.
Apex Advice group has been providing financial advice to New Zealanders since 1986 and has a unique process for helping clients achieve success. Founder and Managing Director Andrew Hay developed the Apex Six Step Process.
The Apex Advice Six Step Process
The Six Step Process helps clients identify their short and long term goals, their current financial position, risk management strategies, debt control strategies and investment opportunities.
The process starts by creating a solid foundation protecting what you already have via insurance. Then you can build on your foundation growing your wealth through investment and debt management (home loans).
Learn more about the “Six Step Process”.
Helping you protect what you can’t afford to lose
At Apex Advice we help clients protect what they can’t afford to lose by helping them understand their risks and address them through life insurance, trauma cover, income protection and health insurance.
Then we help them grow their wealth first through good budgeting, debt control and loan strategy.
Finally we ensure that our clients are financially prepared for the future with sound retirement planning, the appropriate investment strategy and advice on Kiwisaver.
“The service I received was awesome. I could not have got a more professional service anywhere else. Thanks again Jarrod” Kevin Nicholson