MEETING YOUR FINANCIAL MILESTONES

#1 Foundations

We provide a solid education around your finances, so you feel in control of your own destiny and create financial behaviours which you can continue throughout your life stages.

MEETING YOUR FINANCIAL MILESTONES

#2 Wealth Building

We help ensure you are constantly on track and that this can be monitored and altered where needed to meet life’s many obstacles.

MEETING YOUR FINANCIAL MILESTONES

#3 Wealth Accumulation

We look at methods to generate a passive income from various investments to give you the option of retirement when you choose.

MEETING YOUR FINANCIAL MILESTONES

#4 Retirement Planning

We want to make sure all your years of hard work is captured as appropriately as possible with a well thought out retirement plan.

MEETING YOUR FINANCIAL MILESTONES

#5 Retirement

At this stage it is important that you can forecast the longevity of your assets and not be stressed about the possibility of your funds depleting too quickly.

Meeting the 5 Financial Milestones

Whatever your stage of life and circumstances there are likely to be areas in which we can help. We take a straightforward approach, strategising both with and for you to ensure that our service provision compliments your needs.

Icon - Finanical Milestone 1

Foundations

We provide a solid education around your finances, so you feel in control of your own destiny and create financial behaviours which you can continue throughout your life stages.

Icon - Finanical Milestone 4

Retirement planning

We want to make sure all your years of hard work is captured as appropriately as possible with a well thought out retirement plan.

Icon - Finanical Milestone 2

Wealth Building

We help ensure you are constantly on track and that this can be monitored and altered where needed to meet life’s many obstacles.

Icon - Finanical Milestone 5

Retirement

At this stage it is important that you can forecast the longevity of your assets and not be stressed about the possibility of your funds depleting too quickly.

Icon - Finanical Milestone 3

Wealth Accumulation

We look at methods to generate a passive income from various investments to give you the option of retirement when you choose.

About Robert

Born in Dalby, Robert is a local and a proud Queenslander. With an extensive background in banking, insurance and finance Robert completed all of his qualifications including his Bachelor of Commerce and Advanced Diploma of Financial Planning whilst working in the financial services sector and is currently completing a Masters of Financial Planning at Griffith University.

Having provided financial advice in his capacity as an advisor in large banking corporations as well as comparatively smaller dealership groups, Robert has a solid industry network and client base which he values. In the creation of his own company APEX Financial Advice, Robert is seeking the autonomy of decision making important to his clients, implementing changes in the company structure allowing him to expedite positive outcomes on their behalf.

Click here to review and download Robert’s current Financial Services Guide (FSG) and Privacy Policy.

What our clients think

With the current climate of Tax, Superannuation and Government Laws constantly changing isn’t it time you sought some empowerment and certainty in your situation?

So what are you waiting for?

Whatever your stage of life and circumstances there are likely to be areas in which we can help. If you have an hour to spare making a no-obligation appointment could be the first step towards empowering you in your future financial decisions whatever your long-term goals.