HOW WE CAN HELP

THE ADVICE YOU NEED IN ONE PLACE

You work hard to earn a living and create the life you want, although when it comes to money, it can be difficult to make the right decisions. We provide a range of financial services to help you prepare for a more abundant future. Our team of financial advisors will help you define your goals, explore your options and tailor a plan specific to you.

Whether you want to save for a home, invest and grow your wealth or plan for retirement, our experienced team is here to help. You’ll work with a financial advisor one on one to give yourself and your family security for the future.

It all starts with a simple call.

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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Our Process

Because you’re unique, the financial advice you’ll receive from Edge Advisory Partners will be designed for you, based on your goals.

During the process, we may make recommendations about your day-to-day money management or make suggestions to help you make the most of your financial potential. We can also take action on your behalf, if that’s what you prefer.

You’ll always have control and decide whether to change or continue any of the recommendations we make.

Financial Services Victoria & NSW

Step 1

A free initial meeting helps you find out about us and helps us get to know you.

Financial Services Victoria & NSW

Step 2

We’ll ask you for personal and financial information so we can understand who you are and what you’re aiming to achieve.

Financial Services Victoria & NSW

Step 3

We’ll help you clarify your goals. These are important as they form the basis of your advice.

Financial Services Victoria & NSW

Step 4

We evaluate your financial situation and formulate the right financial plan for you. We consider your tax, social security and estate planning needs and develop specific recommendations which we include in your financial plan.

Financial Services Victoria & NSW

Step 5

We present our recommendations with you and find out how you feel about them.

Financial Services Victoria & NSW

Step 6

Your financial plan can now be put into action. We begin executing the agreed recommendations following these through until completion.

Financial Services Victoria & NSW

Step 7

If you would like us to, we can periodically review your objectives, achievements and ongoing needs.

CONNECT WITH A FINANCIAL ADVISOR

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