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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.

A little bit more info…..

Wealth Services

For more information plesae contact our office. 

The Money Edge is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”). Count is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, 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.

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.

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