Our Services

At Edge Financial Group Pty Ltd, we offer a range of comprehensive financial planning and advisory services; from a single investment, right through to a comprehensive strategic plan.

We take a holistic, Horizon view of your overall financial situation. Our single objective is to help you achieve your financial and lifestyle objectives.

The advantage of this Horizon approach is that areas of advice often overlap and can therefore be dealt with in an integrated manner. It also enables us to discover opportunities, investments and strategies that will work together to help you achieve your goals.

Edge Financial Group's range of products and services include:

Wealth Creation & Negative Gearing

The 'Horizon' approach to wealth creation is all about determining the best investment strategy to suit your needs.
It's important to know what you want to achieve from your investments and the timescales within which you want to achieve all those things.
You may be suited to a whole range of investments including varying forms of property investment, business, shares or managed funds.

Wealth Protection

Wealth protection is an essential part of your financial plan. It provides you with an agreed financial benefit on the happening of an insured event. Without income protection, trauma, life and TPD insurance, the wealth you've built can rapidly erode as a result of an accident, illness or death.

Retirement Planning

Retirement planning can assist you to plan and manage your financial situation for your retirement, so you can maintain a regular income, enjoy life and retire with confidence.

A sound retirement plan can help you:

Prepare for your retirement

Select the best superannuation

Ensure you obtain the maximum tax and social security benefits

Secure your assets

Utilise tax efficient strategies to transfer your wealth

Plan your estate so your loved ones are taken care of

Personal & Self-managed Superannuation

Superannuation is a tax efficient way of creating wealth for your retirement. No matter how old you are, it's important to start planning for your retirement now - to ensure that you can afford the lifestyle you want when you retire.

Depending on the size of your fund to be invested, a self-managed fund may be of benefit.

To learn how Edge Financial Group works with clients, see our Horizon Approach.