Apexx Wealth in Sydney, Australia | Financial planner

Apexx Wealth

Locality: Sydney, Australia

Phone: +61 435 617 797

Address: Suite 2, Level 15, 23 Hunter Street 2000 Sydney, NSW, Australia

Website: http://apexxwealth.com.au/

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• Financial planner
• Insurance broker

23.01.2022 With the year drawing to a close and holiday season coming up, it may be a good to time to review your financial situation to see if youve met the goals you set out to achieve at the start of the year. Has your super balance increased or decreased? Why are you invested the way you are? Do you need to review your personal insurances? Is the cover enough or is your family vulnerable? Did you reach your savings goal or do you need help with budgetting? Wed love to help!

22.01.2022 We had the opportunity to sit down with investment property expert Paul Glossop from Pure Property Investment to go through what the role of a financial adviser is and how we assist clients to reach their wealth building goals. There is a common misconception that you have to be wealthy to use a financial adviser. This is certainly not the case. We all have to start from somewhere!

19.01.2022 For those that are in your 30s, it signifies a time of big changes for most of us. Weve left our fancy free 20s behind and are more likely to be married and have young children, or be thinking about starting a family and of course wondering whether well rent or own. Its a time of career and earning consolidation for many people, yet this does not always translate to having good financial habits and being smart with money. Here are a few things you can do to help get you on... the right financial management track! 1) Create a budget and cashflow plan 2) Find your lost super 3) Reduce credit card use and debt 4) Shop around to reduce fees on your fixed costs 5) Build a 3 month income buffer of savings 6) Do your tax return sooner rather than later if youre going to get a refund We hope this helps!

17.01.2022 Welcome to our new facebook page! We have replaced the old RALF Financial Services page with Apexx Wealth due to the completion of our rebranding. We hope you are as excited as we are!

10.01.2022 We want to wish you and your family a Merry Christmas and a Happy New Year. Thanks for all your support during a big 2016! The office will be closed from 24th Dec to 3rd Jan. Very best wishes.

09.01.2022 Many people feel like they have no control over their money or when asked where does it all go, they simply cant give you an answer because they dont know. The simple process of mapping out how much money comes in and how much goes out per month will help you open your eyes. Take control and be informed. Knowledge is power!

08.01.2022 The team at Apexx Wealth would like to wish you and your family a very merry Christmas and happy new year! Stay safe, eat plenty and enjoy the time off. Thank you to all our clients and partners for a spectacular year! We look forward to a huge 2019!

07.01.2022 www.apexxwealth.com.au

05.01.2022 The festive season has arrived so quickly and its definitely a time to enjoy the break, spend time with loved ones and to put the dieting plans on hold until next year. We would like to send to you and your family our best wishes for the Christmas and New Year Season. Our office will be closed from the 23rd December 2017 to the 7th January 2018.

05.01.2022 The team at Apexx Wealth would like to wish you and your family a very merry Christmas and Happy New Year! Stay safe, eat plenty and enjoy your time off. 2019 has been an incredible year with strong returns and results across the board! Thank you to all our clients and partners who have chosen to work with us. Our office will be closed from the 20th December 2019 and will reopen on the 6th January 2020.

03.01.2022 If you have a mortgage and a family you need to really think about your financial exposure and where your familys vulnerability sits if you die. How does the mortgage get paid? How is the funeral paid for? What about the kids education costs? What financial burden do you leave behind? Insurance is a cost effective measure to set up your financial protection. It can even be paid for by super if cashflow is tight. What is the cost of insuring versus the cost of having no insurance at all? Think about it!

01.01.2022 The end of financial year is almost here! How have you managed with your financial goals? Have you smashed it or do you need help? We specialise in advice areas which include: Superannuation (including SMSF)... Cash Flow Management Insurance Protection Investment Portfolios Pre Retirement Planning Retirement Planning Feel free to reach out if you need help. Its never too late!