Apex Advice

Apex Advice For decades, we've guided New Zealanders towards a great place, health-wise, wealth-wise, and family-wise. At Apex, we work with our clients for the long term.

Our focus has always been on helping people make sound financial decisions. We are now one of NZ's leading independent financial service providers. A good financial plan will set you up for life, so the future you want becomes more than just a dream. Through careful analysis of your current situation, your goals and objectives, Apex will focus on tailoring strategies that ensure your personalised

plan helps you protect and grow your wealth. Apex Advice Group has been providing financial advice to New Zealanders since 1986. We are a New Zealand owned and operated financial services company dedicated to helping people protect and grow their wealth. We do this by providing specialised advice on personal and business insurances, mortgages, investments and financial planning. So we’ll be there for you every step of the way to help you assess your current financial situation, think about where you want to be and help you get there. Licence: www.apexadvice.co.nz/licence

Most people stall after their first property. Others build real momentum. So what separates the two?It is rarely timing ...
02/06/2026

Most people stall after their first property. Others build real momentum. So what separates the two?

It is rarely timing or luck. More often, it comes down to having a clear strategy, the right home loan structure, and guidance that evolves as your situation changes.

In our latest blog, we share Emma’s journey working alongside Financial Adviser Trish Marsden, from her very first home in her early 20s through to building a multi-property portfolio that now aligns with her long-term retirement plans.

More than 20 years in the making, and three properties later, her story shows what can happen with the right advice behind you.

If you are thinking about your next move, or wondering whether your current structure is holding you back, this is worth a read.

Learn what’s possible through the right approach & read our latest blog post through the link: https://tinyurl.com/6bjhyv6b

The OCR has held at 2.25%, reflecting a wait-and-see approach from the Reserve Bank of NZ as it weighs inflation risks a...
27/05/2026

The OCR has held at 2.25%, reflecting a wait-and-see approach from the Reserve Bank of NZ as it weighs inflation risks against a softer economic recovery.

This period of stability provides an opportunity for households to review lending structures, budgets, and KiwiSaver contributions as part of a wider financial plan.


In our latest insight, we cover:

What steady rates mean for forward planning

How economic expectations influence financial decisions

Why aligning loans and long-term savings matters

Read the full update or book an appointment to speak with one of our advisers here: https://tinyurl.com/bddhvh3t

💬 Client story: From first home to feeling protected.Buying your first home can feel overwhelming, especially when time ...
12/05/2026

💬 Client story: From first home to feeling protected.

Buying your first home can feel overwhelming, especially when time is tight.

For Maree and Dean, having the right support made all the difference. With just five days to go unconditional, our team helped secure approval in only two days, while also making sure the right insurance was in place for their future.

With support from Kym Ackeus through the home buying process, and Matthew Hurley helping put the right protection in place afterwards, Maree and Dean felt supported every step of the way.

In their words:

"We truly couldn’t be happier with our Apex Advice experience and feel so lucky to have had them both in our corner."

Real stories like this show the value of having the right advice team by your side.
🔗 Read the full story through the link: https://tinyurl.com/zvx6ycsf

M.K’s feedback shows the real difference great advice can make. By providing clarity, taking the time to explain cover i...
05/05/2026

M.K’s feedback shows the real difference great advice can make. By providing clarity, taking the time to explain cover in detail, and suggesting smarter solutions, Ekta helped her clients feel in control and secure. They described the experience as “the best decision we have taken,” a reflection of the confidence and reassurance Apex Advice aims to deliver to every client.

Many people assume healthcare in New Zealand is free.The reality is, it often depends on your visa or immigration status...
28/04/2026

Many people assume healthcare in New Zealand is free.

The reality is, it often depends on your visa or immigration status.

As you move from study to work, towards residency, or bring family over, your access to healthcare can change and so should your cover.

We’re able to support clients with Immigration Medical Insurance, including cover for parents and grandparents visiting New Zealand where it is a visa requirement.

If you are building your future in NZ, it's worth making sure your protection is fit for purpose.

Read more, or speak with an adviser to explore your options - through the link: https://tinyurl.com/3cjp8uu9

Lest we forget. Today, we pause to remember those who served Aotearoa, and the sacrifices that shaped the lives we live ...
24/04/2026

Lest we forget.

Today, we pause to remember those who served Aotearoa, and the sacrifices that shaped the lives we live today.

Because of them, we are able to live, work, and build our futures in a great place. 🕊️

22/04/2026

💡 In the Spotlight: Matthew Hurley

Meet Matthew Hurley, Investment Adviser at Apex Advice, helping clients make confident, informed decisions about their financial future.

In this latest feature, Matthew shares the core advice he gives clients when it comes to building long term wealth, along with his perspective on planning ahead for retirement and what that journey can look like over time. He also gives a glimpse into the personal side, including what he would do if he ever found himself winning the lottery 💭

It is a great opportunity to hear how Matthew approaches investing, keeps clients focused through different market conditions, and supports them in staying on track towards their goals 📈
Interested in working with Matthew?

Explore his adviser profile and book a chat to discuss your investment goals through the link: https://tinyurl.com/yc8dfwcd

Fonterra co-op payouts are expected in late April. Have you decided what you will do with yours?It is easy to treat a pa...
20/04/2026

Fonterra co-op payouts are expected in late April. Have you decided what you will do with yours?

It is easy to treat a payout like just another deposit. The right decisions can improve your financial position. The wrong ones can set you back.

Before the money arrives, ask yourself:
Should you reduce debt to improve cash flow?

Could you add more to your KiwiSaver account or other investments?

Is your insurance cover still right for your situation?

Do you have enough set aside for unexpected or seasonal costs?

The best approach depends on your goals and your current position.

Planning now helps you make clear decisions when your payout arrives, instead of reacting under pressure.

If you want help deciding what to do, our advisers can guide you through your options. Speak to the team here: https://tinyurl.com/35sf6axb

This is general information only and does not take into account your personal financial situation.

💬 Client story: Advice that stands the test of timeBuilding a long-term relationship with the right adviser can make a r...
15/04/2026

💬 Client story: Advice that stands the test of time

Building a long-term relationship with the right adviser can make a real difference when it comes to managing your finances.

One of our clients has been working with Apex Advice for nearly two decades, trusting our team to help navigate their finance and insurance needs along the way.

In their words:
"John has always been around and is practically a magician at sorting all your finance and insurance needs."

We are grateful for the trust our clients place in us and proud to support them through every stage of their financial journey.

Read the full client story below, and see why working with the right advice team matters.

🔗 https://tinyurl.com/y3cn676d

Buying your second or third home? Your home loan structure might not be keeping up.Many Kiwis move or upgrade within 7 t...
13/04/2026

Buying your second or third home? Your home loan structure might not be keeping up.

Many Kiwis move or upgrade within 7 to 10 years, but very few stop to review whether their lending is still set up the right way. That can mean less flexibility than you need, missed opportunities to reduce interest, or a structure that no longer fits your goals.

If your property journey has moved forward, your strategy should too. We’ve broken down what to look for and why it matters in our latest blog: https://tinyurl.com/mwkw8yzp

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Level 1B, Eden 4, 16 Normanby Road, Mount Eden
Auckland
1024

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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