Apexx Wealth is a financial advice practice founded in 2012 by Andrew Foo, who spent his early career in Macquarie Bank's Financial Planning division before starting the firm. It's based at the same Manly office as Avala Finance (Suite 12, 37-38 East Esplanade), alongside a second office in the Sydney CBD, and has helped several hundred clients build and manage their super, investments and insurance.

Apexx Wealth is a separately licensed financial advice business, not part of Avala Finance or its credit licence. A referral is simply a warm introduction; any advice engagement is a direct arrangement between you and Apexx Wealth, on their own terms and fee structure.

It's a natural pairing where it's relevant: a mortgage strategy considered in isolation from super, insurance and investments is only half the picture. Not every client needs it, and Marko will only suggest it where it's actually useful, not as a default add-on.

How an introduction works

Mention it to Marko on the first call, or any time after.
He introduces you to Andrew Foo at Apexx Wealth, with your permission.
Your first conversation with Apexx Wealth is a complimentary, no-obligation consultation.

Super & SMSF strategiesMaking sure your super (including a self-managed super fund) is structured properly, without paying more than you need to.
Investment portfoliosBuilding an investment strategy matched to your actual goals and timeframe.
Cashflow managementUnderstanding your numbers now, to make saving and paying down debt easier.
Insurance protectionCovering yourself, your family and your ability to earn an income.
Retirement planningPreparing for retirement now and well into the future, with a clear plan to live the life you want.

Good fit if

You want your mortgage considered alongside super, investments and insurance, not in isolation
You'd rather a warm introduction than a cold enquiry
You want a second opinion before a major financial decision

Worth knowing

Advice, fees and engagement terms are between you and Apexx directly
The first conversation with Apexx Wealth is a complimentary, no-obligation consultation

Want an introduction to Apexx?

Marko can pass your details across and stay in the loop on the lending side.

Ask Marko for an introduction

A 15-minute call with Marko, confirmed within one business day.