Edge Advisory Partners is a financial planning business serving individuals and couples in regional Victoria and New South Wales. With a team of experienced financial advisors, associates, and client services officers, Edge Advisory Partners is dedicated to helping clients achieve their financial and lifestyle goals. The firm offers personalized one-on-one advice to clients at all stages of life, whether they are starting a family, purchasing a property, or preparing for retirement.
Founded by Shaun in 2017, Edge Advisory Partners focuses on providing simple and professional financial planning services. The firm prides itself on building long-term trusted relationships with clients and offers a range of services including retirement planning, investment advice, superannuation optimization, and property investment guidance. By amalgamating with Lifestyle Financial Advisers and Keyplay Financial Services, Edge Advisory Partners has expanded its reach and expertise to better serve its clients.
With a commitment to quality advice and comprehensive financial services, Edge Advisory Partners operates across various locations in Victoria and New South Wales. The team, led by dedicated professionals like Bill, Suzy, Marcus, Grant, and Alex, is passionate about helping families make informed financial decisions to secure their future. Whether it’s navigating retirement options, maximizing investments, or planning for the purchase of a first home, Edge Advisory Partners is dedicated to helping clients achieve financial security and peace of mind.