Financial Planning

Why Wealth Edge Financial Services?

There are many good reasons to choose Wealth Edge Financial Services :
  • Independence: We are an independent firm. Therefore, we are not limited to one product provider we when provide advice. In fact, we have access to numerous product providers. In order to ensure that your advice is objective, we recommend product providers based on your financial needs, goals and objectives.
  • Quality Advice Accredited: We are a Quality Advice Accredited (through our Licensee) firm. To be Quality Advice Accredited, we have to meet stringent advice and administration standards on a regular basis.
  • No obligation to proceed: We do not hard sell nor do we pressure you to purchase anything. As a professional Financial Planning firm, we only provide advice by considering what is best for you. Whether to accept our advice or not, it is entirely up to you.
  • Our strength: Our Financial Planners do not act alone. They are provided with Technical Support from our Licensee for complex cases, extensive financial market and product research facilities as well as Professional Development to ensure their knowledge are up-to-date with the industry. Therefore, whatever your needs, your Financial Planner at Wealth Edge Financial Services is always confident in fulfilling them.
  • Multiple awards winner: We have won multiple awards for our excellence in business. See our awards section for more details.
  • Friendly and professional: Our Financial Planners are friendly people who provide advice professionally, ethically, unbiasedly and diligently.
  • Flexible payment options: We offer flexible payment options.
  • Proven client satisfaction: We have many highly satisfied clients. See our Testimonials Page for more details.

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Welcome To
Wealth Edge Financial Services

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

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