our business
Financial Edge Group is a specialist practice helping Central Coast locals who are approaching retirement or recently retired, to ensure that they have the retirement that they truly deserve.
Combing the knowledge of Chartered Accountants and Financial Advisers, we provide comprehensive and holistic advice through the whole retirement process. Our clients receive a personal and proactive approach to ensure their needs are being understood and their goals are being met.
Based in Erina on the Central Coast, our financial advisors love working with locals from all backgrounds to ensure they enjoy a comfortable and stress free retirement.
our code of ethics
Financial Edge Group understands and embraces the Financial Planning Association (FPA) Code of Ethics and Professional Conduct.
This code ensures that there are strict, enforceable guidelines for all AFA members to follow and forms the cornerstone of our honesty and integrity to you, our client.
The code has 6 key principles:
#1 INTEGRITY & PROFESSIONAL CONDUCT
Act with the utmost integrity which encompasses the highest standards of professional conduct, honesty, and ethics.
#2 BEST INTERESTS
Act in the best interests of your clients in seeking to extend and secure their financial wellbeing.
#3 CONFLICTS OF INTEREST
Do not allow conflicts of interest to influence your actions inappropriately. Always place the clients interest before your interests.
#4 INFORMED CLIENT CONSENT
Educate your clients in financial matters and help them to understand the decisions that they are making.
#5 SERVICE STANDARDS
Provide professional service that is aligned to your clients circumstances and your agreements with them.
#6 PROFESSIONAL EXPERTISE
Strive to achieve high standards of professional expertise by maintaining and improving your knowledge and skills, and those of your staff. The Financial Edge Group adviser team are required to undertake a minimum of 45 hours of Continuing Professional Development each year.
