Partnering with You to Support Your Clients
At Apex Financial Advice, we work closely with organisations, professionals, and community groups to provide meaningful financial support to their clients, members, and employees.
We bring a unique combination of expertise, supporting both current and former ADF members navigating DVA and service-related complexities, as well as everyday Australians building, protecting, and growing their wealth.
Whether your clients require specialised guidance or general financial advice, we act as a trusted extension of your service offering.
ADF & DVA Financial Advice
We have strong experience supporting current and former ADF members, including those navigating:
- DVA compensation and benefits
- Medical discharge and transition to civilian life
- Income restructuring and financial stability
- Long-term planning after injury or service-related changes
We understand the complexity, sensitivity, and importance of these situations and work closely with both clients and support organisations to provide clear, practical financial advice during key transition points.
Everyday Financial Advice
Alongside our Defence-focused work, we support a broad range of individuals and families with:
- Wealth creation and long-term financial planning
- Budgeting and cash flow management
- Insurance and risk protection
- Superannuation and retirement planning
- Lending and mortgage support
This allows us to support organisations with diverse client bases, not just niche groups.
How We Can Support You
1. Direct Client Support
We can work one-on-one with your clients to deliver personalised, practical advice aligned with their individual circumstances.
This includes both:
- Clients with complex or specialised needs (e.g. DVA, transition planning)
- Clients seeking general financial advice and guidance
2. Collaborative Professional Support
We work alongside you to ensure your clients receive well-rounded and coordinated support.
- Open and transparent communication
- Respect for your client relationships
- Alignment with your advice or services
- A collaborative, team-based approach
3. Education & Information Sessions
We provide tailored sessions to support your team, clients, or members, including:
- DVA and financial considerations for veterans
- Financial wellbeing and money management
- Superannuation and retirement education
Sessions can be customised depending on whether your audience is Defence-related, civilian, or mixed.
4. Partnership Opportunities
For organisations looking to create long-term impact, we offer structured partnerships such as:
- Ongoing access to financial advice for your clients or members
- Co-branded workshops or education programs
- Clear and professional referral pathways
Let’s Start a Conversation
If you’re looking to better support your clients, staff or members, whether through specialised Defence advice or broader financial guidance, we’d love to work with you.
Whether it’s a single client, a group workshop, or a long-term partnership, we’re happy to explore what’s right for your organisation.
Get in touch with Cristina to start the conversation.
Cristina Watson
Operations Manager / Partner
cristina@apexfsg.com.au
Why Partner With Apex Financial Advice?
We understand the level of trust involved when referring your clients and we take that responsibility seriously.
Who We Work With
We partner with a wide range of organisations and professionals, including:
Whether you’re supporting Defence members, veterans, or civilian clients, we tailor our approach to suit your environment and the people you serve.
