When business beings expanding, so will every other aspect of your life.

You'll get to enjoy a ton of brand new experiences and at the same time, you'll have more responsibilities to handle than ever before. 

While you're busy earning and growing, it is easy to lose sight of everything else. 

You can lose sight of how your earnings are managed and how these earnings can be grown into true, long-lasting wealth. Wealth which will see you into a comfortable retirement. 

You can also lose sight of the fact your business and other aspects of your life will need to be protected. Life's worst curveballs are always just around the corner. Crop difficulties, raging fires, workplace accidents, debilitating illness, car crashes or even worldwide pandemics are all possible. 

Have you thought about how you can grow your earnings into something greater? Do you know what your retirement looks like? Have you thought about how to protect your business, your wealth and the other aspects of your life?

It's okay if you haven't. 

If you have never thought about using your earnings to grow true wealth or taking out insurance to protect it, don't worry. We understand you're busy. Looking into all of these things isn't a small task.

But that's why we are here to help. We have two decades of experience as both wealth and insurance consultants. 

We understand the up and down nature of financial and property markets. We get the challenging superannuation landscape. We know managed funds. We're forward thinking, proactively seeking out the right forms of insurance to protect you from the inevitabilities of life. 

Both our wealth and insurance consulting services start simply - 

with a chat.

Our services 

  • Creating a financial plan for your future goals
  • Building personal wealth through; investments, managed funds and superannuation
  • Retirement planning
  • Self-managed superannuation funds
  • Establishing a regular saving and investment plan
  • Risk assessments 

And when it comes to keeping your wealth, health and overall life safe from harm, we can help with -

Life Insurance

Life insurance will see a lump-sum payment is made to nominated beneficiaries if you pass away. 

TPD Insurance

Total and Permanent Disability ensures a lump-sum is paid to cover rehabilitation and living costs in the case you are seriously injured or sick.  

Trauma Insurance

Worst-case scenarios such as cancer, strokes and heart attacks are covered by this. A lump sum could cover medical expenses, ongoing recovery and rehabilitation costs. 

Income Protection

If you're badly injured or get extremely sick, regular monthly payments from Income Protection could cover you for a specified period. 

The Financial and Insurance Edge Pty Ltd (ABN  20 647 566 112), is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056)                     ABN 16 123 078 900
Level 2, 90 Collins Street, Melbourne VIC 3000. 

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APA Financial Services Guide

Information provided on this website is general in nature and does not constitute financial advice. The Financial and Insurance Edge Pty Ltd will endeavour to update the website as needed. However, information can change without notice and The Financial and Insurance Edge Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs. 

The Financial and Insurance Edge Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under stature cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any loss or damage suffered by the recipient or any other person.

Need help from a wealth consultant today?

When you seek our advice, we keep in mind that this is about you, your family and your business. There is zero pressure to take on any of our solutions. They are an offering and everything we discuss is entirely confidential. What you tell us, stays between us.

We would love to have a chat. 

If you are open to a conversation just give us a call on (07) 41518898 or get in touch by filling in our contact form.

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