Clear, personal financial advice built around your life.
Superannuation, retirement, investments and insurance. Brisbane based, Australia wide.
Good advice is for everyone, not just the wealthy.
Whether you are building wealth, protecting your family or preparing for retirement, our advisers develop a personalised plan around your goals and circumstances.
Superannuation
Retail, industry and self managed funds. We help you choose the right fund, contribution strategy and investment mix to build your retirement savings.
Learn moreRetirement Planning
Income streams, tax efficient withdrawals and investment strategy so your money supports the lifestyle you want, for as long as you need it.
Learn moreInvestments
Diversified portfolios across asset classes, tailored to your risk profile and timeframe, monitored and rebalanced as markets move.
Learn moreWealth Management
A holistic view of your investments, structures and tax position, coordinated into one strategy and reviewed as life changes.
Learn moreInsurance
Life, TPD, income protection, trauma and child cover assessed against your real needs, so your family is protected without paying for cover you do not need.
Learn moreOngoing Advice
Regular strategy reviews, support through life changes and proactive adjustments between meetings. Your plan keeps pace with your life.
Learn moreAdvice for every stage of life, from building your future to retirement.
Helping Brisbane families and professionals who want someone in their corner.
lending and client service
Founded in 2018 to make quality advice accessible, easy to understand and genuinely helpful.
Robert O'Reilly started Apex with one adviser and a simple idea: people deserve advice they can understand, from someone who takes the time to know them. Eight years on the team has grown, but that idea has not changed.
- 2018Robert O'Reilly founds Apex in Toowoomba with a simple vision: advice people can actually understand
- 2019Moves to Brisbane's southside and grows through word of mouth, the compliment we value most
- 2020Opens the Annerley office and welcomes the first adviser to the team
- 2022Outgrows Annerley and moves to a larger South Brisbane headquarters, with six meeting rooms
- 2026A team of 15 across advice, paraplanning, lending and client service, and a move to our new home at 643 Logan Road, Greenslopes
A clear process, explained at every step.
You will always know what happens next, what it costs and why we are recommending it.
Complimentary meeting
A 15 minute discovery call with one of our advisers. We get to know you, your goals and your current position. Complimentary and no obligation.
Fact finding
An initial consultation of around one hour to understand your full financial picture. From here we confirm the areas of advice and provide an obligation free quote for your plan fee.
Strategy and advice
Your adviser builds your written plan, your Statement of Advice, and walks you through every recommendation and the reasoning behind it.
Implementation
We handle the paperwork, fund applications, insurance and rollovers so the plan actually happens.
Ongoing reviews
Regular check ins, proactive adjustments and support through every life change, for as long as you need us.
Trusted by Brisbane families for eight years.
Average rating across 117 Google reviews from clients across Greenslopes and Brisbane's southside.
Read all reviewsProfessional service, Christopher presented a clear and easy to understand plan for us. Approaching retirement is now full steam ahead.
Matt StaceyHe made the entire process simple and took the time to listen to our goals. He provided a well-mapped-out plan that was both thoughtful and realistic for our situation.
Alana JohnsonAdvice was very considered and thorough and within our best interest, yet still easy to digest. I am very grateful to have a good solid future financial plan that meets our families goals.
Brooke AktasHannah from Apex was wonderful. She took time to explain everything, was incredibly patient, thorough and empathetic and all of her advice made sense for us.
Rebecca LallyMy partner and I are first home buyers and had zero clue on what we were doing. Simon West was unbelievably helpful and kind throughout the entire process.
Corrie AdamsonThey took the time to present complex topics in a straightforward, easy-to-understand way without ever making me feel overwhelmed.
Laura GilsonRob and his team go to extended lengths to tailor a plan after understanding your needs. Rob personally took calls and I never felt pressure into making any decisions.
Justin SmithRobert is amazing. Not only an expert at finance but very honest. He takes a holistic approach to life and financial goals.
Kurt FlandersSimon delivered on everything he said in our first chat and we have just settled on our first place. Amazing communication and we would recommend him to anyone who wants a broker.
Thom FamilyChris knew the answers to questions I didn't know I had to ask and provided a comprehensive report on time and within the quoted budget.
Rod FauxChris provided an exhaustive and thorough financial plan to us that we have been able to understand and implement. We are well on our way to taking back control of our finances.
Joshua HayesFrom my initial enquiry through to the delivery of our customised financial plan, the experience was exceptional.
Glenn SharpTheir staff were friendly and very thorough with their analysis and advice considering our circumstances. Overall a great experience.
Ben WilliamsRobert has been my financial advisor for a number of years now and I am totally confident in his advice and judgement.
Marianne ChalkStephanie and her colleagues are professional and caring in their approach and provide information in an easy to understand manner.
Andrew BradshawAfter my appointment I am now more educated in my own financial situation. The advice I received was very much needed.
Daniel BlizzardHome loans that fit your financial plan, not the other way around.
Our in house lending specialist works alongside your adviser, so the loan you take on today still makes sense for your super, tax and retirement goals.
Talk to our lending specialist- Home loans for first buyers and upsizers
- Refinancing to a better rate and structure
- Investment lending with tax efficiency in mind
Straight answers before you book.
Still unsure? Call the office on (07) 3180 8831 and ask. We are happy to help.
What does financial advice cost?
The first meeting is complimentary. If you decide to go ahead, we quote a fixed fee for your Statement of Advice before any work begins, and ongoing advice fees are agreed annually in writing.
Do I need a lot of money to see an adviser?
No. Good advice is valuable at every income and net worth. Many clients come to us early in their working life or when a big decision is looming.
Are you licensed?
Yes. Apex Financial Advice holds an Australian Financial Services Licence (AFSL 539244) under Apex FSG Pty Ltd. Our recommendations are always based on what is in your best interests.
I am a veteran or ADF member. Is this the right site?
Our defence and DVA specialists continue under APEX Financial Services Group at apexfsg.com.au, covering DVA entitlements, DFRDB, Military Super, SRDP and ADF transitions.
Where are you located?
Our office is at 643 Logan Road, Greenslopes, serving South Brisbane, Holland Park, Coorparoo, Annerley, Tarragindi, Woolloongabba and the wider Brisbane area. Phone and video meetings are available for clients anywhere in Australia.
Are you a veteran looking for PI, SRDP or transition advice?
Our Defence and DVA specialists continue under APEX Financial Services Group, covering Permanent Impairment, Special Rate Disability Pension, Military Super and ADF transitions.
Book your complimentary meeting.
Call, email or submit the form. Our team will respond within one business day.
- Phone(07) 3180 8831
- Emailadmin@apexfsg.com.au
- Office643 Logan Road, Greenslopes QLD 4120