SERVICES
As someone who’s also juggling work, family, and planning for the future, I understand how overwhelming finances can sometimes feel. This is why we offer the services below.
Super / SMSF Strategies
We can help you set your super up properly so you don't pay too much or miss out on opportunities to grow your wealth
Investments
We can help you get started with investing in the right assets to maximise growth for the future
Cashflow Management
We can help you understand your numbers to make it easier to save money to pay down debts and build your wealth
Insurance
We can help you put the right protection in place to protect yourself, your family and your ability to earn an income
Retirement Planning
We can help you prepare for retirement now and well into the future by giving you the confidence to live the life you want to live
We’re Good with Numbers
2012
800+
2
19
Year Established
Number of People Helped
Office Locations
Years of Experience
ABOUT
"My goal is simple — clear, objective advice that genuinely improves your financial position, without the pressure of product sales."
I grew up in a close-knit family shaped by my parents' move to Australia in the 1980s. They came for better opportunities and placed a strong emphasis on education — values that steered me toward numbers, business, and eventually financial advice.
After completing a Bachelor of Business at UTS in 2007, I joined Macquarie Bank as the only graduate selected into the Financial Planning division. That grounding — working alongside some of the best in the industry — gave me a foundation I've built on ever since.
In 2012, I founded Apexx Wealth on a straightforward idea: advice that's genuinely in the client's corner. Objective financial advice — just clear thinking and practical strategies. Since then I've worked with individuals, families, and business owners to help them make better decisions and build more secure futures.
My approach starts with understanding what you actually want to achieve, then building a realistic plan to get there — across cashflow, super, investments, and insurance. I've found that many people don't have clearly defined financial goals. Helping you articulate what matters most, and structuring a path toward it, is where the real value lies.
I've walked this path myself, building my own wealth along the way — so I know what it takes from the inside. Think of it this way: you go to a chef to learn how to cook. You come to a financial adviser to learn how to build wealth.
ADVICE PROCESS
Your first conversation starts here - no cost. no obligation.
We offer a complimentary initial consultation — a relaxed, no-pressure conversation where we take the time to understand you. We'll talk through where you are financially, where you want to be, and what's standing in the way.
What happens next
Following our initial conversation, we take the time to carefully consider everything you've shared. We then prepare a tailored Scope of Works proposal — a clear outline of the areas we'll focus on, the costs involved and how our recommendations will help you move toward your goals.
Advice meeting - walked through together
This is where your plan comes to life. We'll walk you through your Statement of Advice in detail — covering your goals, the strategies we're recommending and why, how the advice is tailored to your situation, how we'll protect what you've built, and a full breakdown of all associated fees. No surprises, no fine print left unread.
Putting your plan into action
Once you're ready to proceed, we take care of everything. From paperwork and account setup to rollovers and investment switches, we manage the entire implementation process on your behalf — so you don't have to navigate the complexity alone. Your job is simply to say yes. We'll handle the rest.
Your plan evolves, as your life does - a relationship, not a transaction.
A great financial plan isn't set and forgotten. Life changes — careers shift, families grow, markets move, legislation updates. Through regular review meetings, we keep your plan aligned with where you are now and where you're heading, making adjustments as needed so you're always on track and never caught off guard.
TESTIMONIALS
AWARDS
We’ve been nominated and won numerous awards for our outstanding advice and service!
CONTACT
Let’s Work Together
Sydney CBD - Suite 801, Level 8, 50 Clarence Street, Sydney NSW 2000
Northern Beaches - Suite 12, 37-38 East Esplanade, Manly NSW 2095