WE'RE THE TEAM PARTNERING WITH YOU

MAKING SMART MONEY CHOICES

MAKE FINANCIAL DECISIONS WITH CONFIDENCE

Edge Advisory Partners is a financial planning business that serves individuals and couples in regional Victoria and New South Wales.

Our financial advisors will work with you to help you achieve your goals.

We’re here for the long term as you build your wealth, protect it and achieve your ideal lifestyle.

If you’re confused about the best way to plan for the future, make an enquiry today for a free consultation.

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PLAN YOUR FUTURE

Figure out what you want your life to look like and we’ll help you get there.

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GET PROFESSIONAL ADVICE

Don’t know where to start? A financial planner can put you on the right path.

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PROTECT YOUR WEALTH

Make sure your assets are safe from the impact of a worst-case scenario.

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BUY A HOME

Make a plan, create a budget and find a lender who will help you purchase property.

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GROW YOUR WEALTH

Talk to Edge Advisory Partners about investing and building financial security.

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PREPARE FOR RETIREMENT

Put the foundations in place so you enjoy life after work.

Take a step closer to the future you want,
we're here to help you get there.

Edge Advisory Partners are your professional, experienced financial advisors. We work with individuals and couples at all stages of life, whether they are starting a family, purchasing a property or preparing for retirement.

Work one on one with an advisor who will give you personal attention as you:

  • Set goals for the future
  • Explore your options
  • Make a plan to protect and build your wealth
  • Implement your plan
  • Periodically review your plan

Connect remotely or visit us in GeelongBallarat or Merimbula.

Financial Planners in Victoria & NSW

OUR SERVICES

Discover how we can help you.
Superannuation Financial Advisor Victoria and NSW

Superannuation

Is your superannuation working as hard as it could be? Let’s explore options to maximise this investment.

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Retirement Planning Services Victoria and NSW

Retirement Planning

There’s no time like the present to start preparing for your future. We’ll help you retire in comfort.

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Personal Insurance Services Victoria and NSW

Personal Insurance

Protecting your wealth is as important as growing it. Your advisor will introduce you to the most suitable options.

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CONNECT WITH A FINANCIAL ADVISOR

You don’t have to figure out your financial future alone.
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