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Partnering with You to Support Your Clients

At Apex Financial Services Group, we work closely with organisations, professionals, and community groups to provide meaningful financial support to their clients, members, and employees.

We bring a unique combination of expertise, supporting both current and former ADF members navigating DVA and service-related complexities, as well as everyday Australians building, protecting, and growing their wealth.

Whether your clients require specialised guidance or general financial advice, we act as a trusted extension of your service offering.

Who We Work With

We partner with a wide range of organisations and professionals, including:

  • Veteran support organisations (ESO)
  • Advocacy groups
  • RSL Sub-branches
  • Ex-service organisations
  • Community networks
  • Not-for-profit organisations
  • Employers and HR Teams

Whether you’re supporting Defence members, veterans, or civilian clients, we tailor our approach to suit your environment and the people you serve.

ADF & DVA Financial Advice

We have strong experience supporting current and former ADF members, including those navigating:

  • DVA compensation and benefits
  • Medical discharge and transition to civilian life
  • Income restructuring and financial stability
  • Long-term planning after injury or service-related changes

We understand the complexity, sensitivity, and importance of these situations and work closely with both clients and support organisations to provide clear, practical financial advice during key transition points.

Everyday Financial Advice

Alongside our Defence-focused work, we support a broad range of individuals and families with:

This allows us to support organisations with diverse client bases, not just niche groups.

How We Can Support You

1. Direct Client Support

We can work one-on-one with your clients to deliver personalised, practical advice aligned with their individual circumstances.

This includes both:

2. Collaborative Professional Support

We work alongside you to ensure your clients receive well-rounded and coordinated support.

  • Open and transparent communication
  • Respect for your client relationships
  • Alignment with your advice or services
  • A collaborative, team-based approach

3. Education & Information Sessions

We provide tailored sessions to support your team, clients, or members, including:

Sessions can be customised depending on whether your audience is Defence-related, civilian, or mixed.

4. Partnership Opportunities

For organisations looking to create long-term impact, we offer structured partnerships such as:

  • Ongoing access to financial advice for your clients or members
  • Co-branded workshops or education programs
  • Clear and professional referral pathways

Why Partner With Apex Financial Services Group?

  • Specialist Defence knowledge: Experience supporting ADF members and navigating DVA-related complexities
  • Broad financial expertise: Ability to support both niche and general client needs
  • Client-first approach: Practical, outcomes-focused advice
  • Clear communication: We make complex situations easier to understand
  • Collaborative mindset: We value long-term professional relationships

We understand the level of trust involved when referring your clients and we take that responsibility seriously.

Let’s Start a Conversation

If you’re looking to better support your clients, staff or members, whether through specialised Defence advice or broader financial guidance, we’d love to work with you.

Whether it’s a single client, a group workshop, or a long-term partnership, we’re happy to explore what’s right for your organisation.

Get in touch with Cristina to start the conversation.

Cristina Watson

Operations Manager / Partner

cristina@apexfsg.com.au

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