Our Process
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The Apex Advice 6 Step Process
The "Six Step Process" is designed to help you identify your short and long term goals, your current financial position, risk management strategies, debt control strategies and investment opportunities.
Step 1 – Assets
Apex General Limited is able to provide quality advice with a full range of commercial and domestic insurance products tailor made to suit your individual needs.
Material assets such as House, Contents, Car, Boat and Business assets make up a significant part of most New Zealanders net wealth.
Read more about “Step 1 – Assets” here »
If you would like to find out more about how you can benefit from our advice
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Step 2 – Income
Your greatest asset is your ability to protect your income. Without it, all your plans are put in jeopardy.
If you were unable to work in your own occupation due to sickness or accident, Disability Income Protection can provide a replacement monthly income for you until you return to work or to age 65.
Read more about “Step 2 – Income” here »
If you would like to find out more about how you can benefit from our advice
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Step 3 – Life Events
Most people spend more time planning their Christmas holidays than they do planning or taking care of their future security!
Your accredited Apex Adviser will be able to assist you identify your needs and assist with solutions should such an event become a reality to you and your family.
Don’t wait until it’s too late. Ask us about our free “Capital Needs” report.
Read more about “Step 3 – Life Events” here »
If you would like to find out more about how you can benefit from our advice
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Step 4 – Mortgages & Home Loans
Once we have completed the foundation steps we are now in a position where we can start looking at ways to increase your wealth.
With out a doubt most New Zealanders have created to majority of their wealth through the discipline of paying off their mortgage together with the capital gain achieved along the way.
Read more about “Step 4 – Home Loans” here »
If you would like to find out more about how you can benefit from our advice
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Step 5 – Retirement Planning
The sooner you start planning for your retirement the easier the journey will be.
By meeting with one of our Apex Investment Advisers you can quickly identify your needs and make your retirement a dream rather than a nightmare!
Read more about “Step 5 – Retirement Planning” here »
If you would like to find out more about how you can benefit from our advice
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Step 6 – Investment Planning
Apex offers a comprehensive range of wealth creation opportunities.
Our wealth creation opportunities include:
Savings plans
Retirement plans
Education saving plans
Fixed interest investments
Investment property advice and assistance
Managed funds portfolio.
Read more about “Step 6 – Investment Planning” here »
If you would like to find out more about how you can benefit from our advice
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Protect = Foundation Steps (1-3)
The fundamentals of financial planning start with protecting the items you have before you start looking at ways in which you increase your wealth.
Grow = Wealth Creation (Steps 4-6)
Once we have completed the foundation steps we are now in a position where we can start looking at ways to increase your wealth.