Financial Advisers
APEX Financial Services Group
At APEX Financial Services Group, we believe that financial freedom is within reach for everyone. That’s why we offer accessible services that are designed to help you achieve your goals no matter what your financial situation may be.
With over 20 years of experience in the finance and insurance industries, we have helped countless clients achieve their financial goals and secure their future.
From everyday investors to Defence personnel, our expert advisers bring deep financial knowledge and a personal touch. We take time to understand your situation and build financial plans tailored just for you.
Hicks Independent Financial Advice
We are here to provide you with a trusted financial expert on your side. We provide expert strategic advice to help solve the challenges faced by you.
The people we help the most are:
Established Professionals and Executives.
Business Owners.
People preparing for, or going through, a significant life transition (such as retirement, divorce, inheritance).
We start by understanding your current position, any decisions or challenges that you are facing. Then we work together to design and implement a plan that achieves your goals and objectives.
Partners in Planning
Partners in Planning was created to challenge the traditional financial planning firm of the time, and is especially beneficial for those planning for or going into retirement.
Since day one we have never been a traditional financial planning firm and our motto reflects this, and this is because we could see flaws in the pre post royal commission system.
We are built on a fee for service model from our inception. We deliver advice on a holistic level with no inhouse products. Then we work together to design and implement a plan that achieves your goals and objectives.
What makes us different?
We are self-licensed, so there is no hidden agenda behind our investment philosophy.