Apex Advice

Apex Advice At Apex Advice, we help under 55s
make savvy financial decisions to
organise, grow, and spend their
money with confidence.

Budget's out. Rates are up. And the headlines are doing a stellar job of making everyone feel like the sky is falling.So...
27/05/2026

Budget's out. Rates are up. And the headlines are doing a stellar job of making everyone feel like the sky is falling.

So we got Diana Mousina, Deputy Chief Economist at AMP, back in the Q&A hotseat. She's our first-ever repeat guest, and for good reason.

She has a real knack for taking the yawn factor out of economics and sorting the facts from the fear.

Here's what we get into:
ㆍ The real state of the Aussie economy (calmer than the headlines suggest)
ㆍ Why inflation is creeping back up
ㆍ The federal budget in plain English: capital gains and negative gearing
ㆍ Where interest rates are headed
ㆍ How to handle a twitchy market without making a move you'll regret

Watch the whole interview here ⬇️
https://youtu.be/Jbo07pgjz6g?si=SHNcsBWF3fe2wAFV

*general advice only

30 June is fast approachingWe’ve put together a checklist of EOFY opportunities that could save you tax, boost your supe...
14/05/2026

30 June is fast approaching

We’ve put together a checklist of EOFY opportunities that could save you tax, boost your super, or just leave you feeling a lot more on top of things. 👇

There’s still a small window left to act on a few things before EOFY that your future self will thank you for.

General advice only

Jim Chalmers didn't muck around last night.The 2026 Federal Budget is the biggest shake-up to Aussie tax in two decades....
14/05/2026

Jim Chalmers didn't muck around last night.

The 2026 Federal Budget is the biggest shake-up to Aussie tax in two decades.

Negative gearing. Capital gains tax. Family trusts. The three sacred cows of Aussie tax planning all got a touch-up.

We’ve broken down what this Budget means for families, employees, business owners, retirees and investors, plus the changes that affect everyone.

Jump to the section that matters most to you. 👇

General advice only

Your uncle is the super guru. Your mate at the pub has hot property tips.And HS Tikky Tokky from the manosphere with a d...
29/04/2026

Your uncle is the super guru. Your mate at the pub has hot property tips.

And HS Tikky Tokky from the manosphere with a degree from the back of a Weet-Bix box is telling you what shares to buy.

There's no shortage of money noise out there.

That's why we started 𝙏𝙝𝙚 𝙎𝙩𝙖𝙨𝙝 - straight-talking money insights for good people doing well who want to do better.

It lands in your inbox monthly with:
✓ Financial topics broken down so they actually make sense
✓ Q&A interviews with industry heavyweights
✓ Real client wins
✓ A-Team insights from the front line

𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐡𝐞𝐫𝐞 👉 apexadvice.com.au/stash

There is an unsettling feeling in the air. Understandably. There is a lot going on in the world that is out of control. ...
16/04/2026

There is an unsettling feeling in the air. Understandably. There is a lot going on in the world that is out of control. A lot of opinions. A lot of noise.

It's during times like this that smart people make bad financial decisions. Out of fear. Decisions they regret.

150 years ago, the best advice on Wall Street wasn't about what to buy or when to sell. It was simply: step back. Get distance from the noise.

Here are 54 practical ways to do exactly that.

Read the full article ⬇️
https://apexadvice.com.au/zoom-out-investing-geelong-financial-adviser/

𝘐𝘮𝘱𝘰𝘳𝘵𝘢𝘯𝘵 𝘭𝘦𝘨𝘢𝘭 𝘴𝘵𝘶𝘧𝘧 👉 𝘛𝘩𝘦 𝘢𝘥𝘷𝘪𝘤𝘦 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘪𝘯 𝘯𝘢𝘵𝘶𝘳𝘦 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘺𝘰𝘶𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴. 𝘙𝘦𝘢𝘤𝘩 𝘰𝘶𝘵 𝘧𝘰𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦 𝘵𝘢𝘪𝘭𝘰𝘳𝘦𝘥 𝘵𝘰 𝘺𝘰𝘶𝘳 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯.

Four years ago, Apex Advice opened its doors with a pretty simple idea: help good humans get their money sorted.Four yea...
13/04/2026

Four years ago, Apex Advice opened its doors with a pretty simple idea: help good humans get their money sorted.

Four years on, and honestly, the thing we're most proud of isn't the new office, the growing team or the expanded services (although those are pretty cool too).

It's the clients who've gone from feeling stuck and overwhelmed to making real money progress.

Cheers to all of you. And to many more years of helping you organise, grow and spend your money with confidence. 🥂

30/03/2026

After 4,000+ property transactions, Scott Aggett has seen the same mistakes on repeat.

Scott from Green Shoots Property shares the costly traps investors and home buyers fall into.

Watch the full Q&A interview.

Link in comments ⬇️

*General advice only

23/03/2026

Most property investors are focused on the wrong data. Scott Aggett from Green Shoots Property breaks down what actually moves the needle.

Watch the full Q&A interview.

Link in comments ⬇️

*General advice only

16/03/2026

One phone call. Three minutes. $25K saved. Scott Aggett from Green Shoots Property shares a negotiation story.

Watch or listen to the full Q&A interview.

Link in comments ⬇️

*General advice only

We are celebrating Amy today for one year at Apex Advice! 🥳 We are so grateful for the impact she has had in our team, a...
04/03/2026

We are celebrating Amy today for one year at Apex Advice! 🥳

We are so grateful for the impact she has had in our team, and with our clients. We hope this will be the first of many years to come at Apex and are incredibly excited for all the people she will continue to help build strong financial futures! 👏🥂

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