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2Apex Financial Planning

Apex Financial Planning

 Verified
2Apex Financial Planning
4.1

21 reviews

Positive vs Negative
81%19%
Transparency ?
4.1
Customer Service
4.4
21 reviews
Luke Maddison
Luke Maddison
 

Absolute horrible experience – all I have received since I joined is a $10000-$15000 loss in my super and now I’m trying to leave I’ve had nothing but problems 100% would not recommend!… RUN!….

N.O
N.OQLD
 

The service is questionable? – I had Perth based S**n from Apex Financial Planning. I believed in the initial spiel, with words there comes action but there were minimal action from that spiel. That raised my concerns. For me and my experience, over several months there were errors made in transactions of authorization and minimal communication of updates which l found few people took responsibility for and in addition individuals continued to deflect. These are red flags!

Melanie
MelanieNSW
 

STOP PHONING AND HARASSING ME! – Constantly phoning me and harassing me looking for my brother. I've told you I don't know where he is Yet you keep calling I've had to keep blocking your calls!

mark.s
mark.sWA2 posts
 

Great out come – Apex have been very easy to deal with , the information they supplied went above and beyond to help me get a better superannuation return thanks asher .

Brett Cavigan
Brett Cavigan
 

Perfect advice – Apex financial have reviewed my Superannuation and identified a much better return for my money which should set me up for a very comfortable retirement thanks Asher .

Andrew
Andrew2 posts
 

Very promising results – Good and friendly service,I just wait too see the future outcomes

Rebecca
RebeccaTAS
  Fair Incentive

Feeling in control is amazing – I have never really understood my super, I just made contributions and hoped for the best. This, as you might imagine wasn't working very well. I am so grateful for the time, help, explanations, understanding, kindness and genuineness of the team at Apex and particularly Sean. I suddenly feel like I know what is going on and that I am in control of my future. Thank you very much!

Liefhebber
LiefhebberTAS
  Fair Incentive

Experience with Apex Financial – We have found Apex Financial great to deal with, questions asked were answered promptly. Information that has been provided so far has been helpful and we are going to have a more secure super fund for our future.

Arran
ArranVIC
  Fair Incentive

Experience with Apex Financial Planning – I have always felt like I am dealing with genuine people and have always felt secure and confident with Apex.

Helen S.
Helen S.NSW2 posts
 

Highly recommend contacting these guys!! – I had no idea how much the Super fund I was with through my employer was rorting me! Hundreds of thousands of dollars extra it is estimated I will be better off just be moving to a Super fund that suited me. Had the report back within hours. Do not waste time. Contact these guys NOW! Even better, they will call you at a time you want, even if that is after 7pm

Helen
HelenSA
 

Very helpful – The team were very patient and flexible, with availability, especially with my limited time. Dealing with the team was a pleasurable experience, and hassle free. So happy knowing that my Superannuation is now sorted.

Cameron
CameronVIC2 posts
  Fair Incentive

These guys are fantastic! – This service is great! Communication and all explanation is thorough and easy to understand. The staff are very friendly and the early results look really promising! Thanks Apex! I look forward to a long partnership!

Jason C.
Jason C.SA
 

Easy to make stuff happen – Just found easy to deal with had my best interests in mind without crap easy to understand nice friendly and helpful and action not words with trust in mind for my money

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Nikki H.
Nikki H.
 

Changing Superannuation Provider – I was contacted by Jordyn and she was absolutely amazing . She explained so much to me easily and in terms I could understand I couldn’t be more grateful. Thankyou Jordyn . I was then contacted by Sean who explained the most suitable superannuation provider to switch to and why. He did all the research and hard work for me and when he explained… Read more

everything it was easy and I felt assured that the change was beneficial. Thankyou so much Sean your service was impeccable and much appreciated.

Kaput
KaputSA3 posts
  Fair Incentive

Worth a try – Good service, easy to deal with and now hopeful of a good result. Made it easy to transfer super with evidence based on current data. No lock in or contracts.

Kel
KelWA10 posts
 

Lots of talk but no action – Apex state they’ll do this they’ll do that they’ll change this they’ll change that but they do screw all as more time goes by …nothing happens just a complete waste of time

Aaron W.
Aaron W.2 posts
 

Good decision – Staff are very friendly and with the transfer of superannuation funds from another company, they made it quick and easy. Staff who I was dealing with in the transfer were very precise and explained how my superannuation would make a difference and were I stand now and in the future.

Bill
BillQLD
 

This great – Has higher pay out than my old super company less fees , I am new to this company an not the smartest person when it comes to this stuff but what they offer and do is more than my old company

Elizabeth
Elizabeth
 

The best decision I made to switch to Apex. My only regret is that I didn't do it sooner! – Professional and friendly service from Dale. He took time to explain my situation and found the best solution for my circumstance. I now have peace of mind because I am confident I am in good hands!

Dominic
DominicWA
 

Apex – I really wish l had made the switch to Apex sooner. Dale has been consistent and prompt with updates and information that l need . Delivers on all promises made ,be it following up with paperwork or phone calls . I highly recommend Apex to anyone who is looking for good financial advisors.

Anthony
Anthony WA2 posts
 

Fantastic service – Great service from the whole team. Very easy to understand the process and know I’m now on track for a better retirement . Highly recommend the team and their service is first class.

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