Get in touch with our Team Call (07) 4151 8898

Wealth Consulting

piggy_bank_photo

Wealth & Financial Planning

The Wealth Edge is a Financial Planning consultancy that can assist you in navigating the complexities of building personal wealth.

You work hard to earn an income and establish your lifestyle, your money needs to work just as hard as you do.

No matter where you are in your life, planning for your financial future is vital.

A financial plan and considered investment choices can help you to achieve your goals whether that be buying your first home or being able to retire comfortably.

Wealth Services

  • Creating a financial plan for your future goals.
  • Building personal wealth through; Direct Shares, Managed Funds, Superannuation
  • Retirement Planning
  • Property Investment
  • Self Managed Superannuation Funds
  • Establishing a regular saving and investment plan

Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants ® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.

A little bit more info…..

 

Click here for more information

wealth_consultancy_sign
CLIENT-RESOURCES
WEALTH-PORTAL