Apex Wealth

Private banking for
a considered life

Managed portfolios, SMSF lending, wholesale term deposits and retirement planning — with a dedicated Private Banker and quarterly Investment Committee guidance.

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Eligibility: $250K+ investable assets or $750K+ banking relationship.

Managed Portfolios

Diversified, professionally managed, transparent fees.

Apex Growth Portfolio

Multi-asset, equity-biased. For long-term capital growth.

Flagship

1yr return

+8.4%

5yr p.a.

+8.2%

Mgmt fee

0.68% p.a.

  • 65% equities / 25% fixed income / 10% alternatives
  • Managed by Apex Investment Committee
  • Minimum investment $10,000
  • No entry or exit fees
  • Quarterly rebalancing
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Apex Income Portfolio

Conservative, income-focused. For capital preservation.

1yr return

+5.2%

5yr p.a.

+5.1%

Mgmt fee

0.55% p.a.

  • 70% fixed income / 20% high-dividend equities / 10% cash
  • Quarterly distributions
  • Ideal for retirees and pre-retirees
  • Minimum investment $10,000
  • Available via SMSF
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Private Banking Services

SMSF Lending

Limited Recourse Borrowing Arrangements from 7.15% p.a. on residential, 7.65% on commercial. Up to 70% LVR.

Wholesale Term Deposits

Bonus +0.20% p.a. on balances over $100K. Laddering strategies tailored to your income needs.

Retirement Planning

Statement of Advice covering Age Pension, TTR, pension establishment, and estate planning.

Estate Planning

Partnership with Sterling Legal — wills from $650, complimentary 30-minute consultation for Wealth clients.

Offshore Investments

Referrals to Interactive Brokers, UK pension consolidation, and international property investment partners.

Private Banker

Dedicated relationship manager, quarterly Investment Committee briefing, and annual Wealth Forum invitations.

Meet your Private Banker

Complimentary initial consultation for eligible clients.

Book a consultation