Insurances. Mortgages. Investments.

Apex Advice

Here at Apex we know that to get ahead you have to think ahead. So we are on a mission – to help kiwis make better calls. This is our promise to you, we’re on your side.

Make better calls

As a nation, we kiwis are not so good at making the right financial decisions. We tend to put things off and often don’t do our homework. Perhaps it’s our relaxed lifestyle. But “she’ll be right” isn’t really alright when it comes to the life and health of your family. We want to help you make better choices.

We’re all ears

Firstly, we listen to you. Where you are now, where you want to be – what’s important to you. Once we understand that, we can start working on a plan, together. There’s no pressure, no sales targets to meet, just what’s right for you. Our impartiality also means we know what products are out in the market, what can meet your personal needs best, what can really make a big difference to your life. We’re interested in the long term.

Right beside you

Kiwis are a pretty optimistic lot, but life’s got a nasty habit of throwing a spanner in the works. Our job is to ensure we’ve got the right products in place at precisely the right stage of life. Ensuring you’re correctly financed, fully protected and saving enough for the future. But more importantly, we’re 100% on your side – so should you ever need to make a claim, you’ll find us standing in your corner, gloves on.

Shaun Bay

Buying your dream home can seem stressful at times, but it really doesn’t need to be. I work hard to make it as easy and stress free for you as possible. Why give up your precious time sitting at the bank or dealing with multiple banks when I can work on your behalf to help make your dream come true.

I have four years industry experience as a mortgage adviser and a degree in finance and management meaning I’m well placed to help you find a lending solution that fits your needs and goals.

With a fiancé and two young boys, I am very family focused. I enjoy spending my free time relaxing at home with the family, getting out for dinner and drinks, running around with the kids at the park and relaxing at the beach.

Contact

PHONE | 021 146 4744
EMAIL | ShaunB@apexgroup.co.nz

My Unique 6 Step Process

There’s a saying: If you fail to plan, you plan to fail. So my 6 step process is a plan to help you succeed; designed to establish where you’re at financially, where you want to be, and the best way to get you there.

Protect

From here, we’re ready to start looking at ways to make your money work harder – through smart home loans and investments.

Look after the important stuff

Surfing, holidays and Sunday roasts – it’s all important but it’s the material stuff we can’t afford to lose that we should protect with appropriate insurance – our house, contents, car and business assets.

Get the bills paid

What would happen if you were unable to work because of an illness or disability? How would you and your loved ones cope? This step looks at protecting your most valuable asset – you.

Be ready for what life throws at us

Life is good, but it has a nasty habit of throwing curve balls. We look at ways to protect you against the financial setbacks of illness, disability or death.

Grow

We can take it from here and check in with you to learn about any big changes. So you can get on with enjoying the fun stuff – like surfing, holidays and Sunday roasts!

Get that loan

paid off sooner We agree there’s more to life than paying a mortgage! It’s not just about getting the best deal on interest rates or fees – with the right advice, a tailor-made loan will get you or the business out of debt faster.

Plan for the
golden years

Whether you have dreams of cruising the Mediterranean or living the simple life, it’s best to start planning for retirement now, not five years before you want to retire.

Have your money
working smarter

A strong investment portfolio coupled with the right
advice will have your hard-earned money working smarter for you, and can help you save for the most important things in life.

What’s
The Apex Story?

Glad you asked. It all started some 30 years ago when a young adviser set off to change the world of financial advice.

Since then, the company has grown to a bigger and stronger adviser force, yet staying true to what we set out to do from day one: helping kiwis make good decisions.

Today, Apex Advice is one of the country’s biggest financial services companies outside of big corporates and it remains 100% New Zealand owned.

It's A Team Effect.

Knowledge, experience, qualifications – those are pretty much givens these days. But we ask a lot more of our advisers. Empathy, understanding and a willingness to do right by you are high on the list. We genuinely want to help kiwis live better, healthier lives. That involves more than delivering tailor-made plans, it means rolling up my sleeves and getting engaged at a personal and community level.

You’ll find us out running, cycling – promoting and sponsoring healthier lifestyles for all.

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