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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

For more information please contact our office. 

The Money Edge is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

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

Liability limited by a scheme under Professional Standards Legislation

My Prosperity 

Have you heard of My Prosperity? It is your new personal wealth portal - all of your finances, in one place, accessible 24/7! Contact our team to find out more about this fantastic app and what it can do for you! 

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