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.

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Financial Planning:
Meeting the 5 Financial Milestones

Whatever your stage of life and circumstances there are likely to be areas in which we can help with your Financial Planning. We take a straightforward approach to Planning, strategising with 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 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 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.

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 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.

Photo of Robert O'Reilly from APEX Financial Services wearing a blue suit and tie

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 a Bachelor of Commerce and Advanced Diploma of Financial Planning whilst working in the financial services sector and is currently completing a Master of Financial Planning at Griffith University.

Having provided financial advice as an adviser in large banking corporations as well as smaller dealership groups, he has a solid industry network and client base which he values. In the creation of his own company Apex Financial Advice, Robert puts his clients at the forefront of all decision making when implementing change. As sole Director of Apex, he will only engage in Financial Advice if it is in the clients best interest.

In his downtime Robert is an avid sports fan, and follows AFL religiously. He enjoys travelling and has previously travelled extensively through Asia and Europe.

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

Our Integrated Services

Our company aim is to ensure that our service provision compliments our clients’ needs, that our financial planning stands up to scrutiny, and ultimately helps you and your family in your financial future.

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?

Charities we support

At APEX Financial, we have a number of charities of choice. For more information on our charitable donations and fundraising efforts as a company, send us an enquiry to admin@apexfsg.com.au.