Clients and Partners


"I reached out to Penny to help guide me through some significant life and financial decisions. Not only was Penny able to offer me her professional advice but, as another female she was also able to relate to my requirements offering an exceptionally personal and considered experience. Through Penny's clear and simple explanantions of financial strategies I was able to understand exactly what decisions I needed to make, being 100% comfortable with both the short term and long term plans that Penny had proposed.  What used to be something I would put off because it was all too daunting, I now look froward to my next meeting with Penny to discuss future financial opportunities and review any changes to my current plans that we should make together. I am extremely comfortable knowing that my investments are in safe hands with Penny and Edge Financial and certainly wouldn't have the secruity that I do now without them!'
Lisa, VIC

"Thank you Penny.You not only opened up my eyes to superannuation but showed me simply how I can get it work for me, rather than confuse me! You are wonderful at making dry financial planning interesting and helping to make it simple for someone who is adverse to numbers. I am now in a MUCH better position."

Polly, VIC


“I had been feeling completely overwhelmed with our finances when we engaged Edge to assist. We had so much going on with my husband’s company, our property and other business ventures. Penny provided exceptional guidance, support and advice and it feels amazing to know we have an expert with our best financial interests at heart in our corner. I now feel an immense sense of relief and comfort knowing that we are covered, that things are consolidated and simplified and that our money is working for us. I have recommended Edge Financial Planning to a number of friends and will continue to
do so."

Kristen, VIC


"I was so lucky to be recommended Penny through a mutual friend. She has helped me with my finances, which if I'm honest, has not been a strong point for me in the past...

Since having Penny's knowlege and experience, my life has changed dramatically, as well as my financial path. All I can say is thank God for her coming into my life. She is trustworthy, honest and most importantly intelligent. I would trust her with my life, as I have with my savings."

Des, VIC


"Edge Financial Planning are the absolute best in the business.  Their passion, amazing breadth of knowledge, business expertise and absolute professionalism sets them apart from the start.  They have a genuine dedication to their clients which is very hard to find… you know they are sincere in wanting to achieve the very best results they can. I feel very grateful to have been working with Edge for the past several years and would highly recommend them to anyone wanting to achieve stronger financial outcomes"


Kate, VIC


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