Member - Australian Society of
Certified Practicing Accountants
We believe that we do not have the time or expertise to provide you directly with financial planning & insurance services with the same high level of service that you expect from us. We have therefore gone out to the market place to find financial planning & insurance experts that will provide you a high level of service at a reasonable cost. We have no hesitation in endorsing AFM Advisors & Apex Insurance Brokers as our business associates.
AFM Advisers is a long standing financial services practice that operates on a national basis with offices located in Sydney and Central Coast . Our adviser team look after some 200 million dollars of client funds invested primarily through superannuation, pension and investment products. In addition to our work in the investment field we also provide advice in respect of group, personal and business insurance programs.
We are particularly passionate about the need for education and support in the workplace in respect of company superannuation plans. As such, we have developed a range of workplace programs for employees to learn about the benefits of superannuation as a wealth creation strategy.
Our company is privately owned and we have chosen to license our advisers through ApogeeFP, a holder of an Australian Financial Services Licence. We are not an agent of any individual company, and therefore have access to a wide range of investment and insurance companies as researched and approved on the ApogeeFP approved list.
With AFM Advisers you can choose what you feel you need. A total overhaul of your finances or advice about one aspect of managing your money.
Our services include:
- Superannuation
- Insurance
- Investment
- Debt Management
- Retirement Planning
- Comprehensive Financial Plans
APEX Insurance Brokers Pty Ltd assists business owners assess the risk of running a business and assist them with arranging suitable general insurance policies to protect their businesses.
Our intention is to ensure our clients are prepared for the worst and with the use of general insurance products continue to operate following an unforeseen loss. We provide you with advice on the best general insurance solutions to help protect your business against those risks leaving you free to focus on developing your business.
We have offices in Liverpool, Tamworth and Erina as well as local mobile operators focussed on assisting businesses in local regional areas such as the Macarthur Region.
For more information about us please call our office on 1300 85 APEX (2739) or refer to our website at www.apexinsurancebrokers.com.au. We operate mostly on word-of-mouth referral, so please ensure you to talk to Mark Neaverson about us and advise us upon making contact with us that you were referred by Mark.
"Prior to purchasing our retail business we sought the assistance of Mark Neaverson & Associates to determine a reasonable purchase price. Mark then assisted us in setting up a business structure that has allowed us to minimize tax and to gain access to after tax profits without paying additional tax. Mark has also assisted us in setting up our accounting system that has enabled us to record our transactions in an efficient and effective manner. Mark has become an integral part of our management team and has assisted us in interpreting our results & taxation planning issues."
Paul & Pamela Schwizler - P & P Health Pty Limited