At APEX Financial Services Group we are serious about our commitment to bring expert financial planning services to as many Australians as possible. We do this remotely by harnessing as many technologies and providers as we can source to ensure that distance doesn’t hamper the personalised service we provide. We’ve been operating in this way since the company started and long before social distancing measures, clients near and far benefit from our tailored services.

Our take on being accessible, dependable and flexible to your needs is imprinted in the way we conduct our business. It is for that reason that if you can’t come to us during business hours or due to your commitments we  can arrange out-of-hours meetings at our office, home visits, teleconferencing via our 1800 conferencing line and zoom video link. Our team use a variety of e-signature documentation, trackable AusPost express post packs and our own reply paid envelopes to streamline the provision and implementation of your advice.

We believe that it is through the exemplary servicing of our clients that we build our brand, we do this by ensuring that each and every client receives the support, clarity and flexibility they need from us as their chosen Financial Planner.