why choose us?
What Makes Financial Edge Group Different
Choosing the right advisory partner is one of the most important decisions you will make on your retirement journey. Before booking your Discovery Meeting, it’s essential to understand what truly sets Financial Edge Group apart.
Our firm is purpose-built and specifically trained to deliver tailored retirement planning and investment advice for individuals seeking clarity, control and long-term security. We don’t believe in generic solutions. Instead, we apply structured, strategic and deeply personalised advice that reflects your goals, your lifestyle and your legacy.
We have identified 10 key areas of specialisation that distinguish our approach, position our clients for stronger outcomes and create meaningful, measurable progress toward a confident and well-funded retirement.
OUR 10 key areas of specialisation
1. FOCUSED SERVICE
Unlike other financial advisors and firms that offer a buffet of services, we focus on Retirement - it’s all we do, it’s our specialty. Retirement is a journey, not a destination, and I’m here to take you on that journey.
2. UNIQUE SKILLSET
As our client, you have access to my unique skillset as a Qualified Accountant, Tax Agent as well as a Master’s Degree in Financial Advice - meaning the advice you receive is filtered through a variety of professional perspectives.
3. CONTINUOUS DEVELOPMENT
Typically in finance, you are expected to complete 40 hours of professional development activities per-year. However, my team and I set our benchmark to 20 days per-year committed to improvement.
4. TRANSPARENCY
The financial world can be made up of jargon and deceit, but we remove the layers and give you the transparent truth through the entire process. You’ll always feel like you know exactly what’s happening, and every decision we make is made together.
5. BOUTIQUE BUSINESS
We’re small, we’re specialised and we’re committed to the individual. You’ll notice that our operation may feel smaller than larger firms, but that’s because we manage the number of people we work with, to ensure the quality of our service is never compromised.
6. LICENSED & ACCREDITED
We’re licensed Financial Advisors through our licensee, Synchron. While that may not mean much, it’s important to know they are one of Australia’s largest private financial advice groups and they don’t own any products - that means that ‘selling products’ is not our focus.
7. IMPLEMENTATION
Financial Advice and strategy is only ever as good as its implementation. But often the better the strategy, the more paperwork required - however, our team takes care of this so you can focus on the outcomes.
8. RELATIONSHIPS
When you become a client of ours, you can expect to be dealing with us for life. We’re not a volume based business, so each client that joins takes a seat at the family table where there will always be a place for you.
9. EDUCATIONAL
It’s one thing for us to know the strategy, but we believe that the more you understand, the greater confidence you will have in us to deliver. That’s why we emphasise ensuring you’re educated and understand the process along the way.
10. COMPLETE SERVICE
We handle it all. Accounting, Tax, Superannuation, Investments, the lot. When you join Financial Edge Group, you don’t need to worry about finding other providers to handle other aspects. You can have complete confidence that my team and I are your ‘financial go-to’ in your life.
We’ll always be committed to knowing more about your finances than anyone else, and you will always have confidence that at any moment, our team knows exactly what your financial position is.
