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Welcome to Vertex.

The trusted team at Vertex Group work with you to help you move towards your goals for wealth accumulation, life insurance and/or retirement funding.

As specialists in superannuation, insurance and financial planning, we always work with SUMO in mind.

How we help you.

Check out our services page to discover all the ways we can help you achieve your financial goals.

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Our credentials.

Clients tell us we’re easy to understand, thorough and trusted. Discover how our experience can help you.

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5 Minute Financial Health Check.

Take our '5 Minute Financial Health Check' for a quick guide to your current financial condition.

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How Financial Planning works.

Short videos to explain financial planning, the importance of insurance and the value of regular reviews.

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Our promise

Our promise to you is an ongoing and constant focus on your financial security. We obtain a clear understanding of your financial ambitions and give you an understanding of what’s required to achieve them. We will provide sound advice, at the right time and at a fair price.

We will motivate you to make changes that are in your best interest. We will keep you organised by working with you through life’s stages.

Newsletters

Receive the latest financial and lifestyle news – sign up to our monthly newsletter.

Market Updates

Each quarter, we release a detailed report showing how the market is performing. Read the latest – here.

General Advice Warning

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances.  Please seek personal advice prior to acting on this information.