WHY CHOOSE US?

10 THINGS THAT MAKE US DIFFERENT

It’s a fair question, and one that we believe you need to ask yourself before deciding to book your Discovery Meeting with us.

What you need to know about Financial Edge Group, is that we’re specifically trained and setup to provide a tailored service to your retirement planning and investment needs.
We believe that we have 10 key areas which seperate us from others and place us, and you, in a unique position to see real and significant improvements towards your retirement.

1. FOCUSED SERVICE

Unlike other financial advisors and firms that offer a buffet of services, we focus on Retirement - it’s all we do, it’s our specialty. Retirement is a journey, not a destination, and I’m here to take you on that journey.

2. UNIQUE SKILLSET

As our client, you have access to my unique skillset as a Qualified Accountant, Tax Agent as well as a Master’s Degree in Financial Advice - meaning the advice you receive is filtered through a variety of professional perspectives.

3. CONTINUOUS DEVELOPMENT

Typically in finance, you are expected to complete 40 hours of professional development activities per-year. However, my team and I set our benchmark to 20 days per-year committed to improvement.

4. TRANSPARENCY

The financial world can be made up of jargon and deceit, but we remove the layers and give you the transparent truth through the entire process. You’ll always feel like you know exactly what’s happening, and every decision we make is made together.

5. BOUTIQUE BUSINESS

We’re small, we’re specialised and we’re committed to the individual. You’ll notice that our operation may feel smaller than larger firms, but that’s because we manage the number of people we work with, to ensure the quality of our service is never compromised.

6. LICENSED & ACCREDITED

We’re licensed Financial Advisors through our licensee, Synchron. While that may not mean much, it’s important to know they are one of Australia’s largest private financial advice groups and they don’t own any products - that means that ‘selling products’ is not our focus.

7. IMPLEMENTATION

Financial Advice and strategy is only ever as good as its implementation. But often the better the strategy, the more paperwork required - however, our team takes care of this so you can focus on the outcomes.

8. RELATIONSHIPS

When you become a client of ours, you can expect to be dealing with us for life. We’re not a volume based business, so each client that joins takes a seat at the family table where there will always be a place for you.

9. EDUCATIONAL

It’s one thing for us to know the strategy, but we believe that the more you understand, the greater confidence you will have in us to deliver. That’s why we emphasise ensuring you’re educated and understand the process along the way.