what our clients say
Trusted by Our Clients.
Proven by Experience.
The true measure of our success is the experience of our clients. We invite you to explore real testimonials and reviews that reflect the care, expertise and results delivered by Financial Edge Group. Our commitment is not only to an exceptional retirement destination, but to a a journey that can be enjoyed along the way.
If you’re an existing client and would like to share your experience with us, we’d love to hear from you.
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“We are very happy to have become clients of Martin and Financial Edge. We had been looking for an adviser to assist us as we moved close to retirement. We first became aware of his company when we listened to him on multiple Retire Right podcasts. We were very impressed with his knowledge and communication skills. We decided to have an initial discussion with him on Zoom. Following that meeting we were impressed enough to sign up as clients and are very satisfied with the service and advice we have received since. We would personally recommend Martin as an excellent Financial Adviser.”
“Engaging Martin from Financial Edge Group five years ago was a strategic decision that has significantly impacted our financial situation. With retirement looming for my husband, we sought expert advice on superannuation management. Martin has revolutionised our financial outlook. When my ageing parents required residential care, Martin took on the financial burdens, allowing me to focus on their well-being. After receiving an inheritance, Martin has effectively managed the assets, alongside my husband’s pension. We intend to maintain our partnership with Financial Edge Group and recommend their financial acumen to anyone in need of specialised guidance.”
“I reached out to Martin just after I turned 67 and few months before my retirement. With credit to Martin and his team, they were able to prepare a statement of advice and strategies for me in a very short period. They helped me with my superannuation accounts, minimise taxes for the future years, and started an account based pension stream for me. They took care of all the paperwork, with minimal stress on my end. Martin is very professional, easy to deal with, and very knowledgeable in superannuation and tax matters. His presentation is well structured, transparent and easy to understand. He and his team also answer promptly whenever I contacted them. I have no hesitation in recommending Martin and the Financial Edge Group to anyone who needs a trusted financial adviser. I wish I had reached out few years earlier.”
“We had sufficient superannuation for a very comfortable retirement; however, there was the potential for significant tax on any money that eventually went to our children. While I had done most of our retirement planning without a financial planner, I realised that I needed some expert advice on possible restructuring of our superannuation accounts.
I was directed to Financial Edge after requesting help from the Retire Right podcast. I have been very happy with the Financial Edge from the initial 15 minute obligation-free phone call through to the formal presentation of the Statement of Advice. Martin quickly understood my issues and developed a plan to address the issues. Most importantly, Martin was able to clearly explain the reasons for his recommendations for re-contribution together with the limitations on timing and amount in a professional and friendly manner.
I have no hesitation in recommending his company.”
“From the very first meeting, l found Wayne to be approachable, knowledgeable and easy to speak to about a number of issues l had no previous experience with. Wayne has always been understanding of my new financial situation and made me feel comfortable in making decisions which would put me in the best financial situation moving forward. Our discussions have always looked at the bigger picture and l feel confident in his advice and management of my portfolio. I would recommend his services to both family and friends.”
“I first met Wayne 4 years ago when my mother engaged him to assist with her financial affairs (together, we had met other firms, but Wayne and his team were the clear winners). From the outset, Wayne provided her with clear advice on investment strategies, tax and estate planning. Since then, my husband and I have also become clients. Wayne initially provided us with tailored advice on how to transition effectively into retirement, and we are now very happy with a superannuation and investment-based portfolio that provides a solid framework for the future. Wayne is clearly an expert in his field. This is enhanced by his friendly easy-going nature and genuine interest in providing the best possible outcomes for his clients.”
“Wayne has provided us with holistic advice. He spent time getting to know and understand us along with our future goals as we planned for retirement. We have recommended Wayne to friends as we felt listened to, provided with trustworthy and tailored advice. Our finances and retirement planning are now well organised, moving us from having had a level of stress around this to now feeling relaxed, educated and well aware of our current and future financial state.”
“We recently engaged Wayne Terry from Financial Edge Group to assist with our financial planning, and we couldn’t be more pleased with the outcome.
Wayne provided expert guidance across a range of complex areas, including debt consolidation, tax minimisation strategies, downsizer superannuation contributions, wealth protection, and estate planning (through Fiona Wicks, Aubrey Brown Lawyers). His ability to simplify these topics and tailor solutions to our specific needs was outstanding.
From the outset, Wayne took the time to understand our financial goals and personal circumstances. He offered clear, practical advice and helped us make informed decisions with confidence. His professionalism, attention to detail, and genuine care for our long-term financial wellbeing were evident throughout the process.
Thanks to Wayne’s support, we now have a much clearer path forward and feel confident our financial future is secure. We highly recommend Wayne Terry and the team at Financial Edge Group to anyone seeking comprehensive, trustworthy financial advice.”
“Jesse reviewed myself and my husbands superannuation and insurances. Jesse educated me on the importance of superannuation and how when managed correctly it can be a real valuable investment strategy. He also advised us on our major risks and how we can appropriately mitigate these through insurances, and provided several different options at different budgets, discussing the pros and cons of both. If you are looking to educate yourself and protect your financial future, Jesse is the person to call.”
“We have been extremely pleased with the service we have received from Jesse and Kate, their communication is excellent and easy to understand explanations has helped us make informed decisions on our financial future, our retirement plans are now firmly in place which has given us peace of mind, being interstate has not been an issue as Jesse and Kate go out of their way to accommodate the time difference, we would not hesitate to recommend Financial Edge Group in particularly Jesse and Kate to anybody looking for financial and or retirement advice.”
“I consulted with Jesse about my superannuation arrangements, which had been very complicated and messy before our discussions. He gave me a thorough understanding of the superannuation system and took the time to explain concepts in a way that was easy to grasp, always relating them to my personal situation. With Jesse’s support, I felt fully confident in making informed decisions. I highly recommend him to anyone seeking advice on superannuation management.”
“As a new client trying to navigate a complicated transition towards retirement, we found Jesse and Angela awesome in understanding our needs, developing a plan to implement and guiding us through the implementation. They removed a huge amount of anxiety around the process and saved us from making some big financial mistakes at a crucial time in life. We are looking forward to our ongoing relationship as our plan continues to unfold. Wish we had got in touch sooner!!”