Advice built on trust, not sales targets.
Apex Financial Advice was founded in 2018 by Robert O'Reilly to make quality financial advice accessible, easy to understand and genuinely helpful.
“I didn't want Apex to become just another firm driven by sales targets and industry jargon. I wanted to create a space where people could feel heard, supported, and empowered to make confident financial decisions.”
Robert's desire to reshape the client experience led him to establish Apex. He was determined to move away from the sales-driven culture he saw in some practices, which often felt more like a transaction than a trusted partnership.
Read our full storyThe way we give advice
Your best interests, every time
Every recommendation is made with your best interests in mind, and advice is only offered when it truly benefits you.
No pressure, no sales tactics
We give you the knowledge and support you need to make informed financial decisions, at your own pace.
One standard across the team
Robert has personally trained every adviser at Apex to uphold this ethos.
Fees that reflect the work, with no surprises.
At Apex, we want our fees to reflect the work and hours contributed to your advice. We also want to avoid surprises and be transparent about how our fees work.
- 1A complimentary 15 minute discovery callWe talk through your goals and your situation.
- 2We agree the areas of adviceSo the plan covers what matters to you.
- 3You receive an obligation free quoteFor the plan fee, before you decide anything.
Our four step process to your brighter financial future
Whether you are looking to secure your retirement or grow your wealth, this is how we work with you.
Discovery Discussion
A complimentary 15 minute phone call with one of our experienced advisers to discuss your financial goals and current situation, and what working together might look like.
Initial Consultation & Strategy Development
Approximately one hour to understand your financial situation, personal goals and long term aspirations. From this we develop your personalised Statement of Advice.
Statement of Advice
A plan presentation meeting where we walk you through your tailored financial plan clearly and simply, so you understand each recommendation and feel comfortable asking questions.
Implementation and Review
Ongoing service where it will deliver genuine long term value, with no obligation to proceed. Each year we meet to review your progress and update your plan.
Meet your advisers
Backed by a team of 15 across advice, paraplanning, lending and client service.
Part of the community we serve
We are proud to support local organisations like The Boxing Shop in Salisbury and the Wellers Hill Bowls Club, and to sponsor the Annerley Juniors Football Club and Loreto College.
Our advisers meet clients in person from our office at 643 Logan Road, Greenslopes QLD 4120, and by Microsoft Teams or phone across Australia.
Think We're The Right Fit For You?
If our approach to financial advice feels like the right fit for you, we’d love to hear from you. Contact our team today via our below form or through our contact us page to arrange a conversation and learn how we can help you move forward with confidence.