Edge Advisory Partners is a financial planning business serving individuals and couples in regional Victoria and New South Wales. With a focus on helping clients achieve their financial and lifestyle goals, the team of experienced financial advisors offers personalized services to assist with wealth building, asset protection, retirement planning, and property investment. The firm prides itself on establishing long-term relationships with clients, guiding them through various life stages such as starting a family, purchasing property, or preparing for retirement.
Founded by Shaun in 2017, Edge Advisory Partners has grown to include a dedicated team of professionals who are passionate about providing quality financial advice and services. The firm’s philosophy revolves around simplifying the financial planning process for clients, ensuring clear communication and tailored solutions to meet individual needs. By amalgamating with Lifestyle Financial Advisers and Keyplay Financial Services, Edge Advisory Partners has expanded its reach across Geelong, Ballarat, Shepparton, Werribee, and the Bega Valley Shire, offering comprehensive financial planning services to a diverse client base.
Whether clients are seeking assistance with superannuation, insurance, property investment, or retirement planning, Edge Advisory Partners aims to empower individuals and couples to make informed financial decisions. The team, led by experienced advisors like Bill, Suzy, Marcus, Grant, and Alex, is committed to helping clients navigate complex financial landscapes and achieve their desired financial outcomes. With a strong emphasis on building trust and delivering exceptional service, Edge Advisory Partners stands out as a reliable partner in guiding clients towards financial security and success.