We believe that it is an essential part of every client’s wealth creation and protection needs to have regular reviews of their ever-changing financial circumstances.

Edge Financial Services is strategically aligned with one of Australia’s largest independent Financial Planning dealer groups.

Through this alliance we have access to experienced financial planners who can assess the needs of clients and help develop and implement a structured financial plan. It is very important that our client’s benefit from having our financial planning experts coordinate a clients needs with the other divisions of Edge Financial Services.

Our specialty areas include:

• Wealth creation
• Superannuation
• Business and personal protection
• Estate planning

Have you planned for your retirement needs?

Have you set a wealth creation plan in place?

Is your business or personal protection sufficient?

Is the ownership of these items in the method most suited to your estate planning and tax efficient needs?

Do you have a current will and Power of Attorney?

To arrange a consultation with one of our financial planning experts please contact us today on 02 8920 0934