Our Process

In order to help our clients acheive their financial goals and objectives Apex Financial Planning has a thorough process. The process is designed to gain a clear understanding of your current financial circumstances, preferences and goals. From here we can formulate and present our best solutions. Advice is presented upfront so you can weigh up the benefits before you proceed.

Upfront Advice Without The Obligation

See The Benefits Before Committing

Our goal first and foremost is to help you achieve your financial goals in a way that is in line with your preferences. At Apex we have a multitude of options, within each option we have the ability to further tailor and enhance the strategy.

We believe in empowered choice, if we identify several great options for you we will present both, as we want you to feel in control every step of the way. Our professional consultants will take the time to help you understand your options so you can feel confident in your choice.

Our Advice Process

Step 1

Step 1

Initial Coversation

The first step is an initial conversation to better understand you and your goals. We like to know more about you and your current understanding of your situations and options. Also if you have any preferences in regards to the direction you would like to move in.

Step 2

Step 2

Consultation & Education

Depending on the most suitable options for you we will either conduct a questionnaire to provide more specific advice or take you through an online consultation to educate you on your preferred options. The questionnaire will allow us to provide personal advice.

Step 3

Step 3

Research & Planning

Based on your circumstances, preferences, and goals we begin the investigation process to see if a better solution can be formulated for you. This will factor in reducing fess while targeting higher more consistent returns.

Step 4

Step 4

Presenting The Advice

Once your statement of advice is completed we arrange a time to present you with the advice. We explain the advice in detail then answer any questions you might have. Provided your happy with advice we can move forward or make any requested ammendments.

Step 5

Step 5

Implementing The Advice

Once your statement of advice is completed we arrange a time to present you with the advice. We explain the advice in detail then answer any questions you might have. Provided your happy with advice we can move forward or make any requested ammendments.

Periodic Review

The one constant in life is change. This can mean a change in our circumstances, goals and the market. Apex can offer ongoing advice and guidance to help keep your long-term wealth-building strategies on track for a prosperous outcome.

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