Apex Advice

We're excited to welcome Bronwyn Kirwan as the new Chief Executive Officer of Apex Advice.

Bronwyn joins Apex Advice with extensive leadership experience and a passion for building customer-focused organisations. She will lead the next chapter of our journey as we continue helping more New Zealanders achieve financial wellbeing through trusted advice.

Our commitment remains unchanged. We'll keep delivering an excellent experience for our clients, strengthen our partnerships, and invest in our business.

Please join us in welcoming Bronwyn to the Apex Advice team. We look forward to the exciting journey ahead.

More in our press release: https://bit.ly/4wCE4xd

At Apex Advice, our advisers bring deep local knowledge and strong relationships in the communities they work in, while our national network means we can share insights, experience and opportunities from across New Zealand.

Wherever you are, and wherever you’re looking to buy, we have an adviser who can help.

Local expertise. National reach. Advice that’s right for you.

Eating well just got even more rewarding!

AIA Vitality has officially launched an exciting new partnership with Woolworths, bringing fantastic healthy food benefits to members. You can check out all the details of the benefit here: https://www.aia.co.nz/en/aia-vitality/healthyfood-benefit.html

Some of our advisers recently headed down to the AIA Vitality event at Woolworths to show their support for the launch promo. Swipe through to see some photos from the day!

Want to support your team's financial health?

We offer a Complimentary Financial Wellbeing Workshop available for all businesses and organisations.

It's a great way to give your people the guidance, education, and tools they need to feel confident about their financial future.

🔗 Visit: https://apexadvice.co.nz/financial-wellbeing-workshop/ to learn more and secure a workshop for your team.

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

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 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 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