Make better calls

As a nation, we Kiwis are not so good at making the right financial decisions. We tend to put things off and often don’t do our homework. Perhaps it’s our relaxed lifestyle. But “she’ll be right” isn’t really alright when it comes to the life and health of your family. So at Apex Advice, we’re on a mission – to help Kiwis make better calls. After all, that’s what good advice is all about.

We're all ears

Firstly, we listen to you. Where you are now, where you want to be – what’s important to you. Once we understand that, we can start working on a plan, together. There’s no pressure, no sales targets to meet, just what’s right for you. Our impartiality also means we know what products are out in the market, what can meet your personal needs best, what can really make a big difference to your life. We’re interested in the long term.

Right beside you

Kiwis are a pretty optimistic lot, but life’s got a nasty habit of throwing a spanner in the works. Our job is to ensure we’ve got the right products in place at precisely the right time for your life.  Ensuring you’re correctly financed, fully protected and saving enough for the future. But more importantly, we’re 100% on your side – so should you ever need to make a claim, you’ll find us standing in your corner, gloves on.

What's our story?

Glad you asked. It all started some 30 years ago when a young adviser set off to change the world of financial advice. Since then, the company has grown to a bigger and stronger adviser force, yet staying true to what we set out to do from day one:  helping kiwis make good decisions. Today, Apex Advice is one of the country’s biggest financial services companies outside of big corporates and it remains 100% New Zealand owned.

The people behind you

Knowledge, experience, qualifications – those are pretty much givens these days. But we ask a lot more of our advisers. Empathy, understanding and a willingness to do right by you are high on the list. We genuinely want to help kiwis live better, healthier lives.  That involves more than delivering tailor-made plans, it means rolling up our sleeves and getting engaged at a personal and community level. You’ll find us out running, cycling – promoting and sponsoring healthier lifestyles for all.

How can we help?

Here’s a quick snapshot:

  • Insurance – to protect what you can’t afford to lose.
  • Business Insurance – specialist advice to protect what you’ve worked hard to build.
  • Home loan and business lending – tailored solutions to get the right debt and out of debt faster.
  • Investment strategies – to make your money work harder.
  • KiwiSaver and retirement planning – to help you achieve the lifestyle you want when you retire.

Affiliations