Our Services

SUPERANNUATION

  • Track down your Super
  • Consolidate your Super
  • Asset allocation
  • Reporting
  • Personalised advice
  • Rollovers
  • Contributions
  • Self managed Super
  • Salary sacrifice
  • Protected investment

INSURANCE

  • Life insurance
  • Total and permanent disability insurance
  • Income protection
  • Trauma insurance
  • Business insurance
  • Insurance calculators
  • Wide panel of providers

INVESTMENTS

  • Asset allocation
  • Reporting
  • Risk management
  • Protected product
  • Managed funds
  • SMAs
  • Direct shares
  • Margin lending

FINANCIAL STRUCTURE

  • Debt structures
  • Budget for your daily life
  • Cashflow management
  • Planning for future purchases
  • Saving for a house
  • debt recycling
  • Deductible versus non-deductible

RETIREMENT PLANNING

  • Transition to retirement strategy
  • ‘How long will my Super last’ calculations
  • Appropriate Investment mix
  • Pension tests
  • Income streams

ESTATE PLANNING

  • Wills
  • Beneficiaries
  • Power of Attorney
  • Testamentary Trusts
  • Superannuation

EXPAT SUPER

  • Track and consolidate lost Super funds
  • Manage your investments online via our portal
  • Let us ensure your insurances are up to date
  • Our advisors regularly travel overseas to advise you
  • Allow us to regularly review your circumstances and streamline your investments to suit
  • Plan for early access to your Super
Edge Financial Planning