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Apex Financial Planning

Address 2/52 Davenport St, Southport QLD, Australia
Phone +61 1300 660 795
Hours
Monday09:00-17:30
Tuesday09:00-17:30
Wednesday09:00-17:30
Thursday09:00-17:30
Friday09:00-17:30
Website apexfinancialplanning.com.au
Categories Financial Consultant
Rating 4.9 27 reviews
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Apex Financial Planning reviews

27
Sort by: date highest rated lowest rated most helpful
Cam
03 September 2023 15:15

Second to none. The level of professionalism and efficiency will make me keep working with Apex.
Sean was fantastic and went out of his way to speak with me and assist.

Vince
09 June 2023 18:10

Really friendly and down to earth staff! Sean in particular is understanding of my time and always respectful about it as well.

Highly recommend them!

michael
04 June 2023 13:30

The team has always been very helpful and transparent in what they do. I have had multiple interactions and have always been happy with the outcome.
The personal touch makes you feel like you're not another number, compared to other places. Highly recommended to give them a call and find out what they can do for you.

John
02 June 2023 11:32

The whole process coming over was very informative and effortless. The ongoing support and updates on my account have been excellent. Sean Whitley goes above and beyond and makes you feel like you’re his only client.

Nikki
21 January 2023 19:52

Brent was very patient & helpful, taking me through all the information & answering all of my questions.

Steve
20 January 2023 1:41

Sean at Apex has done a great job in making sure my superannuation will grow and support me when I retire.

Daniel
17 December 2022 3:51

I never guve 5 stars. Dallas and Brent were Tops. Easy to deal with and very professional and personal. (I'm hopeless when it comes to the important things) definitely appreciate the advice.

Cheers Guys

Corey
01 December 2022 22:59

Hi my experience with Brentt was very very good he was very clear and helpful with my situation. I can't thank your team member enough thank you Corey. P.

Ben
23 November 2022 5:15

Just turbojet 31 I was starting to really look at my super accounts future. Apex took all the responsibility out for me and noticed I was getting a very poor return. They went away and found a much much better option for me. They gave me all options available and talked me through each in detail. Great experience.

Ramona
17 November 2022 9:32

Outstanding service and not over complicated. The advise provided was clear and explained in a way I was able to understand. Thank you for helping understand this normally complex task of superannuation and putting me on the right path for my retirement.

Carla
15 November 2022 1:34

Sean is great, full of knowledge explains me through, simple for my understanding and gives hope I will highly recommend Apex Financial to all my friends and families. Great job

Tanya
10 November 2022 15:33

Sean was ever so helpful and very professional and he took the time to sort out my super.
I would highly recommend Sean to my friends and family he was amazing

Leeanne
10 November 2022 6:05

I have just started with them, but so far it has been a positive experience, they have been clear, straight forward with information and comfortable to talk too and ask questions.

Dunia
25 October 2022 20:32

Great customer service, very reliable and informative. Getting to the point in a simple language.

Michael
19 October 2022 21:25

Epic service and are willing to go the extra yards to get you the best outcome possible. Highly recommend

Tracy
18 October 2022 23:01

Sean & Jordyn were a pleasure to deal with. They explained everything to me in simple terms as I have trouble understanding anything financial. They explained my options very clearly & were very transparent with everything. Top notch service! Highly recommend Apex Financial Planning.

Luke
15 October 2022 4:19

Very knowledgeable, fast responses and thorough plan set out for mine and my partners financial future.

Simon
04 October 2022 14:24

Keen to help. A bit over keen as I got up to 3 calls a day which became annoying until I said something.
But otherwise lovely to deal with

Jordon
09 October 2021 17:56

These guys really go out of there way to help you out! Very professional and I couldn’t be more happy with the outcome they got for me! Highly recommended!

Cam
07 October 2021 11:47

It's early days yet but I'm super impressed by the level of customer service here. These guys are fantastic to deal with!

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