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Client Testimonials

"My husband and I were lucky enough to trial Apex Partners’ Family Financial Planning service recently. This consisted of two appointments. At the first appointment we met with Ryan Love and he explained what the financial plan would include and how it could help us plan for our future more strategically.

This comes at the perfect time for us as we have just bought our first house and are trying to get our finances in order and also pay off our mortgage as quickly as we can. We left the first appointment feeling very positive and comfortable with both Ryan and Apex Partners as well as feeling a weight had been lifted from our shoulders in relation to finally sorting out our finances.

Prior to the second appointment we filled in some paper work for Apex Partners to analyse where we currently are with our finances including superannuation, debts, assets and also what our financial goals were.

At the second appointment Ryan walked us through a personalised, detailed financial plan which clearly outlined specific steps that we could take now that would deliver benefits immediately through to retirement. Some of these changes mean that we will be paying less fees into the super fund, as well as reducing our mortgage by a substantial figure.

We were very impressed with the level of service and professionalism. Ryan was prompt in answering both emails and telephone calls, flexible with meeting times, and very patient with answering all of our questions and explaining the financial plan to us. We were very happy with the whole process and recommendations that we have decided to become clients ourselves.

I highly recommend Apex Partners and their Family Financial Planning services."

Scott & Michelle, Stanhope Gardens NSW


"My husband and I attended the first session with Ryan Love of Apex Partners Financial Planning and were pleasantly surprised. Ryan seems to be a very personable, genuine, trustworthy and knowledgeable man who has excellent communication and organisational skills.

Ryan outlined the service and how and what he does to help maximise the best use of our resources for our future. He will recommend strategies based on our personal information so that we can manage to achieve our goals and with 4 children that is going to be invaluable"

Mark & Jo, Cheltenham NSW


“Even though I am still young and don’t earn a lot, to have Ryan there with his expertise and just as someone to talk to about my superannuation – probably the single most important component of our life after work, has been great.”

Sam, Strathfield NSW

“Ryan has helped me stick to my budget, eliminate my credit card debt and set up a savings plan to help me to purchase my first home in the future.  Ryan has also taken a keen interest in managing my superannuation and insuring my income.  In less than 6 months I have seen my superannuation balance grow by over 30%.  I feel as though I am on the right track financially and it is great to know that someone is looking after my investments.”

Emma, Mona Vale NSW


“I came to Apex Partners in March 2009.  Being relatively new to Australia, I wanted to understand more about super and set some investment goals.  In only 4 months I have reduced fees within my super and returned over 20% growth.  I am very pleased with the service and have no hesitation in recommending Apex Partners to others.”

Andrew, Mona Vale NSW
 
 


“As a single mother with a newly established business I needed a flexible financial plan. Ryan listened and understood what I required and was able to provide a realistic plan that also gives me the freedom to access funds should the need arise.” 

Sandra, Wollongong NSW


"My company had been paying my super contributions into my account for years, I had never regularly received updates and was unaware of the high fee's my account was charging me. Ryan discussed possible options with me to help me better understand my super situation and helped me choose a better fund with less fees and higher return. I now receive regular updates on my account and the latest news and happenings on the share market so that I am now aware what my funds are doing in today's market"

Nolan, Manly NSW