Financial Advising

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At Apex Macro Financial Group, we specialize in navigating the complexities of your financial future. Our comprehensive financial advising services are designed to help you achieve your goals effectively. Our experienced advisors collaborate closely with you to understand your unique situation, risk tolerance, and long-term objectives. Whether you need holistic financial planning or focused advice on retirement or investments, we provide confident guidance tailored to your needs.

Financial Advisers deal with a number of matters relating to your personal financial affairs. We’re here to help you with;

  • Your Superannuation

  • Your Investments

  • Your Retirement

  • Your Personal Insurance Cover

  • Your Estate Planning

  • Your Social Welfare/Centrelink Age Pension

Financial Advising Team

Jun Chan

Director at Apex Macro

Jun Chan

Director at Apex Macro

Jun Chan

Director at Apex Macro

Jun Chan

Director at Apex Macro

Why Choose Apex Macro for Financial Advising?

  • Free Initial Consultation: Get to know us and discuss your financial goals at no cost.
  • Transparent Fees: We offer a fee-only structure, ensuring our advice is objective and aligned with your best interests.
  • Experienced Advisors: Our team holds the highest qualifications and has extensive experience helping individuals and families achieve financial success.
  • Personalized Approach: We tailor our services to your unique needs and goals, not a one-size-fits-all solution.
  • Ongoing Support: We provide continuous guidance as your financial situation evolves, ensuring your plan remains relevant.

Looking for financial advice?

Don’t wait to take control of your financial future. Contact Apex Macro today and schedule your free consultation with a qualified financial advisor.

Media and Communication Notice

Apex Macro Financial Group and it’s associated sub-entities DO NOT GIVE CONSENT to third parties to add our details or communication channels to any mailing lists without explicit written consent. Any breach of this Media and Communication Notice warrants legal action against offending parties.

Financial Planning FSG

When dealing with financial advice, we are obligated to provide each client with a Financial Services Guide (FSG). A full copy of the Financial Services Guide can be obtained from your adviser or by visiting this link.

Privacy Disclosure

We are committed to protecting your privacy. We use the information you provide to assist you with your financial needs, including the preparation and submission of financial advice and loan applications. We also use it to send you product information and promotional material. From time to time this will include direct marketing communications but we will always give you the option of not receiving these communications. We may also provide your information to contractors who supply services to us (e.g. paraplanners for SoA writing, implementation specialists to implement your products and services, mail operators to handle mailings on our behalf), and to others if we are required to do so by law. We do not trade, rent or sell your information or disclose it to overseas recipients.

If you don’t provide us with full information, we can’t properly advise or assist you with your financial affairs and/or loan applications.  Our Privacy Policy contains information about how you can access and ask us to correct your information, or make a privacy related complaint. You can obtain a copy by contacting your adviser or visiting this link.

Your consent.

By asking us to assist with your financial needs, you consent to the collection and use of the information you have provided to us for the purposes described above.​