Amy Shay

I help clients stop spinning their wheels financially to turn a good income into real financial progress.

With a background in management accounting, I was drawn to financial planning because it combines everything I enjoy about finance with the chance to get to know clients beyond their numbers.

I commonly hear:

▸ "We earn good money, but we've got nothing to show for it."

▸ "Everyone around us seems further ahead."

▸ "We know we should be doing more, we just don't know what."

People don’t know if they’re making the right decisions, whether they’re missing something important, or if they’re actually on track.

When the numbers stack up and everything is structured the right way, you can get on with living, make decisions without second-guessing yourself, and tick off the things you want to do, now and down the track.

𝗔𝗕𝗢𝗨𝗧 𝗔𝗣𝗘𝗫 𝗔𝗗𝗩𝗜𝗖𝗘

Apex Advice is a Geelong-based financial advice firm for good people doing well who want to do better than average. We help you organise, grow and spend your money with confidence.

Everything we do focuses on balance. We believe you should be able to live it up now and make money progress without sacrificing either.

𝗪𝗛𝗢 𝗪𝗘 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛

Under-55s across Greater Geelong who want to make work a choice before their 60s, and say yes to the good stuff along the way.

𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 - turning a good income into real progress

𝗠𝗶𝗱-𝗹𝗶𝗳𝗲𝗿𝘀 - turning peak earning years into an early exit plan

𝟳-𝗳𝗶𝗴𝘂𝗿𝗲 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 - turning solid profit into financial freedom

𝗪𝗛𝗔𝗧 𝗧𝗢 𝗘𝗫𝗣𝗘𝗖𝗧

▸ 𝗖𝗢𝗡𝗧𝗥𝗢𝗟 - get your money organised and working on autopilot, so you're not hanging out for your pay to hit the bank account

▸ 𝗖𝗟𝗔𝗥𝗜𝗧𝗬 - feel clearer and better about your money, knowing you're making the most of your financial situation

▸ 𝗖𝗢𝗡𝗙𝗜𝗗𝗘𝗡𝗖𝗘 - pull the trigger on big life choices, like working less, starting a business or saying goodbye to work completely

Ready to get your money sorted and feel confident about the future?

Book a free 20-minute intro call.

🌐 apexadvice.com.au