EDGE HQ

Edge Financial Planning are delighted to announce the introduction of EDGE HQ a new platform to help you
manage your entire financial world – at home and on the go!

Why you’ll love it  
• Everything in one place: add your credit cards, bank accounts, properties, car, home loans, investment loans and so much more to easily track and manage your finances.

• Always up to date: View your self managed super funds from the portal and upgrade to a Pro account for live property and investment data feeds.

• Cashflow & budgeting: auto-categorised transactions and powerful budgeting tools make setting goals and getting a full picture of your income and expenses a breeze.

• Tax time made easy: use the tax wizard to track, tag and store relevant tax information (from transactions to receipts) securely online.

• Digital document signing: sign your important documents electronically, on desktop or through the mobile app. All documents are stored in your wealth portal for easy access.

Next steps 
Prior to your next review appointment the team at Edge FP will send you an email prompting you to set up your Edge HQ wealth portal. In the meantime feel free to download the app for iPhone or Android.