About apex connect finance

Apex Connect Finance is a New Zealand–based finance support and advisory services business helping clients prepare for and navigate the home loan process with clarity and compliance. We blend innovative AI tools with expert guidance from licensed financial advisers to deliver a transparent and efficient experience.

Our distinctive approach

What sets Apex Connect Finance apart is our commitment to a clear, compliance-first structure. We focus on thorough preparation *before* providing any regulated lending advice. By separating finance preparation from advice, we use AI-assisted tools for organisation and efficiency. All lending advice, strategy, and final decisions are delivered by a New Zealand licensed financial adviser.

This ensures transparency and clarity, so you understand each step before making crucial financial decisions.

Our ideal client

Our perfect client values clarity, structure, and a compliant approach to the New Zealand mortgage process. They want to be well-prepared *before* receiving lending advice, and they want to clearly understand each step. They appreciate working with a licensed professional who takes responsibility for advice and decision-making.

If you’re looking for a calm, transparent process supported by technology and guided by a New Zealand licensed financial adviser, you've come to the right place.

Our core values

At Apex Connect Finance, we operate by three core values:

  • Clarity: We ensure clients clearly understand each step of the mortgage process before making any decisions.
  • Compliance: We strictly adhere to regulatory standards. All lending advice is provided by New Zealand licensed financial advisers, with clearly defined responsibilities.
  • Integrity: We prioritise long-term client trust through transparent and responsible actions, rather than focusing on short-term sales.

"Apex Connect Finance made navigating the mortgage process so much easier! Their clear explanations and structured approach gave me the confidence I needed."

A happy auckland client

Ready to get started?

Take a calm and informed first step by starting a Smart Pre-Assessment. Organise your information and understand your situation before receiving lending advice. Determine whether working with a New Zealand licensed financial adviser is the right next step for you.