Apex Advice - Financial Adviser Geelong

Working with Marcus at Apex Advice Geelong has been an absolute game-changer for our family. Planning for retirement can easily feel overwhelming, but Marcus took the stress out of the entire process. From our very first meeting, he brought immense expertise, deep financial knowledge, and incredible patience. What we appreciate most is the ability to break down complex financial concepts into clear, easy-to-understand advice. We now have a solid, crystal-clear path mapped out—not just for what to do right now, but for years down the road. The true highlight has been the total reassurance and peace of mind we now feel about our retirement. If you want a financial planner who genuinely cares, listens, and delivers brilliant expertise, we cannot recommend the team at Apex Advice highly enough!

It has been really wonderful working with John and his team at Apex Advice. He has helped bring confidence and clarity to our financial situation, making what can sometimes feel complicated and overwhelming much easier to navigate. We appreciate his honesty, knowledge, and experience as well as his approach. He works hard to get to know you and understand your unique situation and applies his expertise in a way that is tailored to your needs and values, all while being approachable, caring, and a great guy in the process! We have already recommended John and the Apex team to others and will continue to do so for anyone looking for professional trustworthy financial advice.

We can’t thank John, Amy and the team at Apex enough. They are incredibly generous with their time and always make themselves available to talk through any questions we have, making the process really easy. What we appreciate most is how personalised the advice is. They’ve taken the time to understand our goals and situation and tailored their recommendations specifically to us. We always feel well-informed and confident about the decisions we’re making. Highly recommend to anyone!

John has been an outstanding finance advisor for us. He took one look at our overall position - across assets, income, and goals - and immediately knew the right advice to give. Once we implemented his recommendations, we started seeing gains very quickly, which built a lot of confidence early on. Over the past year and a half, John has helped us refinance, restructure our income, and completely rethink how we approach savings, bills, and long-term retirement planning. Our financial position has improved in that time, and we now feel like we’re playing a clear, well-considered long game rather than reacting month to month. John is highly skilled and deeply capable in his field, and his insights extend well beyond the numbers. I also really enjoy his podcasts - they’re consistently thoughtful and practical. On a personal level, he’s a great human to work with: approachable, genuinely interested in us as people, and easy to trust. We’ve already recommended John to family and friends, and would do so again without hesitation.

If I could give 10 stars I would! John has been a game changer for our family. He is calm, polite and friendly. We are so relaxed and at ease with John, he makes it easy to share the hard things and is big on celebrating the wins along the way. John is extremely personable and approachable. I highly recommend him for any and all financial planning needs. We were nervous seeing a financial planner as we were worried the approach would be all work and no play, however John’s approach isn’t about that. He is very ‘real’, and took the time to get to know us and our individual circumstances and what does and doesn’t work for us. John has (and continually) supports us to make smart and safe financial decisions, yet also supporting fun like family holidays and date night. From daily budgeting, to long term savings, retirement plans and investing, John is your man!!

We’ve been working with Apex Advice for over six months now and have seen a real difference in both our ability to save and our overall financial wellbeing. The team helped us set up systems that have taken the stress out of managing bills and day-to-day finances, so we feel much more in control and confident about our future. We couldn’t be happier with their approach—especially working with John Manserra. John is genuine, approachable, and always takes the time to explain things in a way that makes sense to us. He’s helped us understand aspects of our finances that used to feel overwhelming, and we truly feel like we’re setting ourselves up for success. We highly recommend Apex Advice and John to anyone looking for practical, supportive, and effective financial guidance.

We have been speaking with Marcus for the past 4 months and he has been guiding us in our transition to retirement and sorting out all our financial matters. We really appreciate all his help and advice. He has explained everything along the way and made sure we understood the process. Would highly recommend Marcus and all the Apex team.