0
Skip to Content
Financial Edge Group
Our Team
Our Business
Our 'Why'
Services
Video Library
Client Reviews
Blog
GET STARTED
Financial Edge Group
Our Team
Our Business
Our 'Why'
Services
Video Library
Client Reviews
Blog
GET STARTED
Folder: Discover
Back
Our Team
Our Business
Our 'Why'
Services
Folder: Resources
Back
Video Library
Client Reviews
Blog
GET STARTED
  • Case Studies,
• 12/3/25

Case Study | Inheritance

Previous

Case Study | Transition to Retirement Strategy

You Might Also Like

Related Embedded Video Item Thumbnail Case Study | Receiving an Inheritance
Related Embedded Video Item Thumbnail Episode 4 - Retire Right | What Does History Tell Us
Related Embedded Video Item Thumbnail Case Study | Selling Investment Properties
Related Embedded Video Item Thumbnail Case Study | Transition to Retirement Strategy
Related Embedded Video Item Thumbnail Episode 7 - Retire Right | Death tax estate planning

START THE CONVERSATION ABOUT YOUR RETIREMENT PLAN

Enquire About Our Retirement Planning Service

Location

Platinum Building, East Wing,
Level 3, Suite 3.02,
4 Ilya Avenue,
ERINA NSW 2250

Contact

02 4308 0040
info@financialedgegroup.com.au

Monday - Thursday: 8:30am - 5pm,
Friday: 8:30am - 3pm

Made with Passionfruit

Follow

Martin McGrath and the Financial Edge Group are Authorised Representatives of Synchron for financial planning services, AFS Licence No. 243313.
Please click here to download a copy of our Financial Services Guide. To view our Adviser Profiles, click here.

The information contained in this website and any of the resources available through it including eBooks, fact sheets and resources (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon) as personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of FEG Holdings Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, FEG Holdings Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

Synchron is committed to ensuring the confidentiality of client’s personal information in accordance with the Australian Privacy Principles in the Privacy Act 1988. For more information on what is required, please refer to the Synchron Privacy Policy - View Here