"We are new to Financial Planning and wanted to start investing with a view to planning our family's future. We found Washington and his methods suited us perfectly. The process Washington took us through was extensive and informative. It enabled us to understand real meaning behind the financial jargon, determine what financial goals we could achieve and how our attitudes & goals affect the investment decisions we make. Washington's advice also enabled us to make important personal insurance and estate planning decisions that can often be underestimated. Approaching financial planning in a methodical manner has given us the confidence that our future and that of our child is secure and protected"
James Osborne and Christie Osborne, Leichardt"Wealth Edge Financial Services assisted me throughout my claim. I found Washington in particular to be helpful assuring me along what was an almost stressful period (whilst the insurance company investigated my claim) that he would get the claim paid. Thank you for your sensational service. You are brilliant!"
Mrs Annabel Mertir, Rhodes"My firm has been using Wealth Edge Financial Services as our Financial and Insurance advisor for the last 7 years and in that time I have found Washington and his team to be very helpful providing practical and sound advice. In fact I was particularly pleased at how the team handle my Income Protection Insurance claim. From the moment I called to the lodgment of my income insurance claim they helped with all the paper work and liaised with the insurance company on my behalf. I didn’t have to worry about anything – other than getting better! I have no hesitation in recommending the team at The Wealth Edge Group for your Life Insurance and Income Insurance advice. Thanks Washington for all you help. Keep up the great work!"
Mr Mike McGrail, BeaconsfieldWealth 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