Skip to Content

I'm looking for advice

Our goal is to provide you with help, guidance and advice to make more informed decisions about your finances, and achieve your financial and lifestyle goals.

Great financial advice is the key to building and protecting your assets, which opens the door to a future of financial freedom. Our aim is to give you the information and options that will help you make more informed decisions to achieve your goals.

Choosing the right financial adviser is important

Financial advice should never be a 'one size fits all' solution. That’s why an Apogee adviser tailors their advice to your unique needs. They cover such areas as:

  • Investment and wealth management
  • Financial coaching and empowerment
  • Superannuation
  • Self-managed superannuation options
  • Retirement planning
  • Transitioning to retirement
  • Personal and business insurance
  • Personal estate planning
  • Business succession
  • Aged care services
  • Working with your other professionals to assist you with your accounting, lending, general insurance, financial and legal needs.

And because your needs often extend beyond financial planning advice, we have joint accounting and advice practices that offer specialist advice through their accounting divisions, in such areas as:

  • Tax planning, structuring and entities
  • Business and ownership structures
  • Self-managed superannuation funds and business tax compliance
  • Cash flow and working capital management.