Apex Advice

Financial Services • Geelong, Victoria, Australia • 1-10 Employees

Company overview

Headquarters	SteamPacket House, Level 2, Suite 12 10 Moorabool Street, Geelong, VIC 3220, AU
Website	apexadvice.com.au
NAICS	52
Employees	1-10

Key Contact at Apex Advice

Dannae Woolman

Head of Advice | Director

Apex Advice Email Formats

Apex Advice uses 2 email formats. The most common is {first initial} (e.g., j@apexadvice.com.au), used 80% of the time.

Format	Example	Percentage
{first initial}	j@apexadvice.com.au	80%
{first name}	john@apexadvice.com.au	20%

About Apex Advice

We've seen too many people leave it until they were on the cusp 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. Through our signature Apex freedom framework, we help Aussies 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 you identify and accomplish what matters most to you. We get to know your 'why' before we help you with the 'how' of your money. Everything we do focuses on balance. 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.

Apex Advice revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding