Wealth Edge Financial Services provides specialist financial advice in areas that include superannuation, investment,
retirement planning and insurance to personal and business clients.

The expertise and strategies we use are invaluable in assisting you to move from where you are today to where you want to be in reaching your future financial goals. Because we understand the importance of creating a long-lasting relationship with every client, our promise to you is, "we will hold your hand and walk together with you through the journey of reaching your financial goals." We achieve this by spending time listening to you talk about your goals, your needs and objectives and above all, your personal and individual values - Only then can we provide you advice.

dish

Insurance

Take a look at the insurance options available to secure your financial future and talk to us here at Wealth Edge Financial Services to work out the best possible insurance options for you and your family.

More

dish

Superannuation

At Wealth Edge Financial Services, we understand that one of life's most significant risks is the failure to accumulate enough wealth in your super to fund the retirement planning lifestyle you expect after a lifetime of hard work.

More

dish

Managed Funds

A managed fund is a professionally managed investment portfolio. It is made up by a pool of investors' money. Each fund has a range of investment options to suit each investor's investment attitude

More

dish

Investment

In fact, without professional advice, you may end up finding yourself investing in something that is not suitable for you. At Wealth Edge Financial Services , we can help you build and maintain an investment portfolio

More

dish

Retirement

Set up an income stream through pension or annuity products. Plan your retirement lifestyle. Manage your Centrelink benefits.more.

dish

Education Savings Plan

Education Savings Plans are investment vehicles designed to be used for your children's education expenses. more.

dish

SMSF

A Self Managed Super Fund (SMSF) is a type of superannuation fund which allows members to have greater control ..more.

Estate planning

Our professional advice will allow you to reach your financial goal

  • Expert guidence

    We can help you thoroughly prepare a will and estate plan to make sure your estate goes to the people you love

  • Proper funding

    We are able to identify if your estate plan is funded properly and if insurance is correctly in place

  • Personalized system

    Our experienced estate planners can create a plan to suit you, ensuring your estate is transferred according to your wishes without a hitch

  • Compassionate team

    Our planners are understanding when discussing your financial circumstances and can accommodate to your personal needs and concerns

The Give-Back Program

The Give-Back Program provides a way for our business and clients to contribute to improving the lives of others through philanthropic endeavours.
As a thank you for giving our office the opportunity to assist you accomplish your financial goals, we will make a donation to a charity of your choice.

logo