our business

Financial Edge Group is a leading specialist in retirement planning for those who want certainty, security and a retirement lifestyle they truly deserve.

With deep expertise across both Chartered Accounting and Financial Advice, we deliver comprehensive, strategic and highly personalised guidance that supports every stage of the retirement journey.

Our clients value our proactive communication, disciplined planning and commitment to measurable outcomes. We take the time to understand your priorities, structure your wealth effectively and ensure your retirement assets are protected, optimised and working for you.

Based in Erina on the Central Coast, our dedicated advisers partner with individuals and families from a wide range of backgrounds, helping them achieve a comfortable, confident and stress-free retirement with the peace of mind that their financial future is secure.

OUR CODE OF ETHICS

Financial Edge Group understands and embraces the Financial Planning Association (FPA) Code of Ethics and Professional Conduct.
This code forms the cornerstone of our honesty and integrity to you, our client.

  • Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.

  • Act in the best interests of your clients in seeking to extend and secure their financial wellbeing.

  • Do not allow conflicts of interest to influence your actions inappropriately. Always place the clients interest before your interests.

  • Educate your clients in financial matters and help them to understand the decisions that they are making.

  • Provide professional service that is aligned to your clients circumstances and your agreements with them.

  • Strive to achieve high standards of professional expertise by maintaining and improving your knowledge and skills, and those of your staff. The Financial Edge Group adviser team are required to undertake a minimum of 45 hours of Continuing Professional Development each year.