I’m a Certified Financial Planner and Director at Apex Advice.
At Apex Advice, we help under 55s make savvy financial decisions to organise, grow, and spend money with confidence.
We've seen too many people leave it until they were on the precipice of retirement to get advice. Hearing too often, "I wish we had done this ten years ago".
We set out to change that.
At Apex Advice, we make financial advice simple and accessible to a younger cohort of busy professionals who want more out of life than being tied to their desk until they are in their 60s.
We sort out the unsexy stuff like super and insurance, but what makes us tick is helping our clients identify and accomplish what matters most to them. We get to know your 'why' before we help you with the 'how' of your money.
Everything we do focuses on balance. We believe you should be able to live it up now and make money progress without sacrificing either.
Based in Geelong, we build long-lasting relationships with our clients with personalised, purposeful and outcome-focused advice and guidance.
Our ultimate goal is to help you reach the top of your financial Apex, where you wake up one day and realise that you don't have to work anymore. You can choose where, when and how you spend your time.
My idea of financial freedom is to keep active, travel, take Murphy my bulldog for a walk, drink plenty of coffee with family and friends but most importantly watch my mighty Carlton blues play on the weekend.
John has changed my partner and my financial life. Before him we were always in debt for no obvious reason. Now, with his education and enthusiasm we have been on a major holiday, are affording a wedding and have a substantial house loan. John understands life must continue when saving. And makes both possible. We are ever in debt to him for his help.
John is unlike many of his fellow advisers in his industry that i have encountered as John was invested in fully understanding my scenario and subsequently helping me get to the position of financial freedom that i am in know. I would not have been able to do it without his approach and guidance.
John’s financial support has been nothing short of life changing for our family. Through John’s advice, relating to loan products, self-manged superfunds, debt and insurance, we were able to seize our dream lifestyle early in our lives, which has alleviated financial pressures of debt and education fees, while allowing us to live a better work-life balance. He is an extremely competent, educated adviser who tailored advice to our needs, and through his transparent communication has educated and empowered us to make better decisions relating to our short and long-term wealth. Before meeting John, we were embarrassingly ignorant when it came to financial planning, investment, insurance and tax knowledge, however, we are now in a great position for whatever life throws at us.
I found John to be an extremely affable, ethical and honest adviser. He has always put my interests to the fore and has followed up regularly when he has given advice. I am extremely happy with his support .
I was working a full-time job that paid quite well. Although, I still had a few credit card debts, and absolutely no savings. So, I seemed for help. Most of the financial planners I met gave me a 'cookie cutter' advice on 'how much money to save before retirement', and on 'why I should buy a property'. John's first question was; 'what is you ideal way of living?' I wanted to own my own business, travel and learn. Over the course of the next month and 4 meetings, John educated me in terms of basic financial literacy, and laid out a plan to get me out of debt while also saving money for my future business. In 9 months, I was debt free, started a small kombucha brewery, and planned a trip to Tasmania for 2 weeks. If you want a humble and friendly dude that kows the game, listens to your goals, and then backs it up with result focussed solutions, I HIGHLY RECOMMEND JOHN!
- Adviser status Platinum
- Number of reviews 11
- First year providing advice 2008
- Years of experience 14
- Bachelor of Commerce (Financial Planning)
Apex AdviceLevel 2, Suite 12, 10 Moorabool St
Geelong, VIC 3220
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
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