Apex Advice

Apex Advice For decades, we've guided New Zealanders towards a great place, health-wise, wealth-wise, and family-wise. At Apex, we work with our clients for the long term.

Our focus has always been on helping people make sound financial decisions. We are now one of NZ's leading independent financial service providers. A good financial plan will set you up for life, so the future you want becomes more than just a dream. Through careful analysis of your current situation, your goals and objectives, Apex will focus on tailoring strategies that ensure your personalised

plan helps you protect and grow your wealth. Apex Advice Group has been providing financial advice to New Zealanders since 1986. We are a New Zealand owned and operated financial services company dedicated to helping people protect and grow their wealth. We do this by providing specialised advice on personal and business insurances, mortgages, investments and financial planning. So we’ll be there for you every step of the way to help you assess your current financial situation, think about where you want to be and help you get there. Licence: www.apexadvice.co.nz/licence

23/06/2026

💡 In the Spotlight: Warren Devoy

Meet Warren Devoy, Financial Adviser at Apex Advice.

In this latest edition of our In the Spotlight series, Warren shares insights from his career in financial advice, what he enjoys most about helping clients, and the invaluable peace of mind that comes with having a solid protection plan in place.

Whether you're looking to safeguard your family with life insurance, protect your lifestyle against unexpected events like medical trauma, or simply gain greater confidence in your financial security, Warren's practical approach is centred on helping clients make informed choices that align with their goals.

Watch the full video to hear Warren share a powerful real-life example of how trauma insurance makes a difference when it matters most and learn what drives his passion for helping Kiwis achieve financial confidence.

Interested in working with Warren? Explore his adviser profile through the link: https://tinyurl.com/bdzfb6zh and book a chat with him today.

Health insurance is becoming a bigger part of financial planning for many Kiwi households.As medical costs rise and publ...
18/06/2026

Health insurance is becoming a bigger part of financial planning for many Kiwi households.

As medical costs rise and public wait times remain a concern, more New Zealanders are looking to private health cover for greater certainty and faster access to care.

Recent reporting shows medical costs are outpacing general inflation, with New Zealand medical plan costs projected to rise by 18% in 2026. (Source: Insurance Business NZ).

The key question is not just “Do I have cover?” It is “Is my cover still fit for purpose?”

Talk to our advisers and we can help you review your health insurance and understand whether your current cover aligns with your needs, budget and life stage. Book your review here: https://tinyurl.com/4jch38wr

10/06/2026

In the Spotlight: Leonie Flynn

Get to know Leonie Flynn in the latest video of the In the Spotlight series, where she shares insights into her approach to helping clients, what motivates her in her role, and a few personal favourites outside of work.

From supporting clients through important financial decisions to building lasting relationships, Leonie brings a thoughtful and people first approach to every conversation.

Watch the full video to learn more about Leonie and what drives her passion for helping Kiwis feel confident about their future!

Plus, learn more about what makes Leonie tick at Apex Advice through the link: https://tinyurl.com/48bx68tm

Minimise fees, diversify broadly, and invest passively. While those principles still matter, many investors are asking a...
04/06/2026

Minimise fees, diversify broadly, and invest passively.

While those principles still matter, many investors are asking a bigger question now: What happens when the market environment changes completely?

In our latest blog, our Investment Adviser, Mike Rawlings, explores why the “most efficient” investment strategy isn’t always the one best positioned for the future, why diversification alone may not always provide the protection investors think it does, and how evidence-based investing can help build more resilient portfolios over time.

Read the blog, through the link: https://tinyurl.com/2n39vtce

Most people stall after their first property. Others build real momentum. So what separates the two?It is rarely timing ...
02/06/2026

Most people stall after their first property. Others build real momentum. So what separates the two?

It is rarely timing or luck. More often, it comes down to having a clear strategy, the right home loan structure, and guidance that evolves as your situation changes.

In our latest blog, we share Emma’s journey working alongside Financial Adviser Trish Marsden, from her very first home in her early 20s through to building a multi-property portfolio that now aligns with her long-term retirement plans.

More than 20 years in the making, and three properties later, her story shows what can happen with the right advice behind you.

If you are thinking about your next move, or wondering whether your current structure is holding you back, this is worth a read.

Learn what’s possible through the right approach & read our latest blog post through the link: https://tinyurl.com/6bjhyv6b

The OCR has held at 2.25%, reflecting a wait-and-see approach from the Reserve Bank of NZ as it weighs inflation risks a...
27/05/2026

The OCR has held at 2.25%, reflecting a wait-and-see approach from the Reserve Bank of NZ as it weighs inflation risks against a softer economic recovery.

This period of stability provides an opportunity for households to review lending structures, budgets, and KiwiSaver contributions as part of a wider financial plan.


In our latest insight, we cover:

What steady rates mean for forward planning

How economic expectations influence financial decisions

Why aligning loans and long-term savings matters

Read the full update or book an appointment to speak with one of our advisers here: https://tinyurl.com/bddhvh3t

💬 Client story: From first home to feeling protected.Buying your first home can feel overwhelming, especially when time ...
12/05/2026

💬 Client story: From first home to feeling protected.

Buying your first home can feel overwhelming, especially when time is tight.

For Maree and Dean, having the right support made all the difference. With just five days to go unconditional, our team helped secure approval in only two days, while also making sure the right insurance was in place for their future.

With support from Kym Ackeus through the home buying process, and Matthew Hurley helping put the right protection in place afterwards, Maree and Dean felt supported every step of the way.

In their words:

"We truly couldn’t be happier with our Apex Advice experience and feel so lucky to have had them both in our corner."

Real stories like this show the value of having the right advice team by your side.
🔗 Read the full story through the link: https://tinyurl.com/zvx6ycsf

M.K’s feedback shows the real difference great advice can make. By providing clarity, taking the time to explain cover i...
05/05/2026

M.K’s feedback shows the real difference great advice can make. By providing clarity, taking the time to explain cover in detail, and suggesting smarter solutions, Ekta helped her clients feel in control and secure. They described the experience as “the best decision we have taken,” a reflection of the confidence and reassurance Apex Advice aims to deliver to every client.

Many people assume healthcare in New Zealand is free.The reality is, it often depends on your visa or immigration status...
28/04/2026

Many people assume healthcare in New Zealand is free.

The reality is, it often depends on your visa or immigration status.

As you move from study to work, towards residency, or bring family over, your access to healthcare can change and so should your cover.

We’re able to support clients with Immigration Medical Insurance, including cover for parents and grandparents visiting New Zealand where it is a visa requirement.

If you are building your future in NZ, it's worth making sure your protection is fit for purpose.

Read more, or speak with an adviser to explore your options - through the link: https://tinyurl.com/3cjp8uu9

Lest we forget. Today, we pause to remember those who served Aotearoa, and the sacrifices that shaped the lives we live ...
24/04/2026

Lest we forget.

Today, we pause to remember those who served Aotearoa, and the sacrifices that shaped the lives we live today.

Because of them, we are able to live, work, and build our futures in a great place. 🕊️

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Level 1B, Eden 4, 16 Normanby Road, Mount Eden
Auckland
1024

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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