Our Foundation

• We are a privately owned company and hold our own Australian Financial Services License. This means that we are not tied to a bank, institution or other provider.
• Our business has stood the test of time, and now boasts a proud history of more than 20 years.
• Our professional staff has a combined experience totaling more than 70 years in the financial services industry.
• Our culture is one that is steeped in strong family values such as openness, honesty and mutual respect.

Our Service

• We are a fee for service business with a transparent fee structure. 
• We offer flexibility in the ways in which you can engage our services. 
• We offer a free introductory meeting in a pleasant office environment.
• We listen and are sensitive to your feedback; both verbal and non-verbal.
• We take the time to ensure that we understand your needs and objectives and individually tailor our advice solutions.
• We offer a full financial planning service that includes strategy meetings, plan presentation, implementation and on-going review.
• You have personal accessibility to staff and on hand support, via phone, email or face to face. Each client has open access to your Advisor, planner and a dedicated client service officer.
• We can assist in the needs of your children and engage them in important family decisions.
• We have developed modern workflow and database systems to ensure efficient handling of your planning matters and security of your private information. 
• Our team provides fast turnaround times and attention to detail to save you from issues

Our Advice

• We have confidence in our ability. Our team is dedicated, loyal and fully qualified.
• We strive to empower you to make informed and educated decisions about your financial plan
• We are a full service model taking care of your financial security and lifestyle. Our services include individual financial planning and advice, lending solutions, small business solutions and corporate superannuation.
• We have established strong relationships with a select group of other professionals in the related fields of Estate Planning, Business Structures, Accounting, Tax and Lending Specialists.
• Our advice process includes the crucial ingredient of regular reviews. This means that you stay on track with your plan.
• We keep you informed and keep in contact with you through market and industry information, free client education seminars and regular portfolio updates and e-newsletters
• We are committed to learning and enhancing our own skills. Each staff member has a tailored professional training and development program.
• We offer our clients ideas and solutions and manage the whole process for you with our strong professional network of accountants, lawyers and tax specialists providing solutions outside our area of expertise.

Our Professionalism

Principal Edge Financial Services is proud to be an approved FPA Professional Practice – the symbol of professional financial planning in our community. As an FPA Professional Practice we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia. We have met their strict and rigorous eligibility and ongoing commitment criteria, including having a high proportion of CERTIFIED FINANCIAL PLANNER® practitioners - the highest standard of achievement for financial planners in the world.

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Our Community

• We are involved in the local community supporting charities and organisations such as “Beyond Blue” and “Meals on Wheels”.

Ease of Access

• We are conveniently located in the heart of Double Bay where parking is easy. Alternatively catch the ferry or the train to nearby Edgecliff station. 
• You have lift access to our level 3 offices.
• You will be greeted with a smile and offered a fabulous cup of coffee from our “in-house baristas”!

Referrals

• For more than 20 years Principal Edge has been privileged to grow through referrals. We continue to appreciate the ongoing support and referral opportunities that our clients regularly identify. 
• Please remember that for any referrals you provide us:
  • All of our business is confidential. We will not discuss any services we may have provided.
  • Any initial discussion is at our expense with no obligation.
  • We prefer to contact people who are expecting our call.

We want to work with people who:

• Are aligned to our culture.
• Understand our role; what we do and what we do not do.
• Recognise that time rather than money is their most valuable asset.
• Have a capacity to save.
• Have aims and objectives in life and intend to fulfil them.
• Are positive in their approach to life.
• Are interested in building sound long term working relationships.
• Are open to receiving advice with respect to their financial situation. 
• Can take ownership of their financial plan, action it, and maintain a disciplined approach.