Did you know we’re a boutique family business?

You’ll notice when working with us that we’re not a large corporate setup, or a conveyer-belt operation – we are a boutique business.

Our business model is about building quality relationships and ensuring that you don’t feel like ‘just another number’ because to us, you’re part of the Financial Edge Group family.

This is so important to us that we actually manage the amount of people we work with. The national average for most financial advisers is over 200 clients, but we don’t believe that does justice to you, or to ensuring your financial matters are properly looked after.

For this reason, we carefully consider the number of clients we service, to ensure we have a personal relationship with each, and not just a transaction.

It’s important to us to build good relationships, so that we can dedicate time to your financial matters, provide the best advice, and so you know you are always top of mind.

When you work with us, you’re working with our small team who all care about your retirement planning journey and understand your desire to create security for your family – because we want the same for our families too.

There’s something nice about working with a team who you know personally, and this is what we aim to provide. Check out our website to find out more about the team and call us today if you’d like to see how we can help you with your retirement.