Financial Edge Group Retirement Specialists

Financial Edge Group Retirement Specialists Qualified Financial Professionals providing comprehensive Financial Planning and Retirement advice.

💭 You have spent years showing up, working hard and making sacrifices. Retirement should be the chapter where that effor...
08/09/2026

💭 You have spent years showing up, working hard and making sacrifices. Retirement should be the chapter where that effort starts working for you.

A good retirement strategy can help turn the big unknowns into a clear picture of what is possible:

🏖️ More time doing what you love
✈️ More confidence to travel
👨‍👩‍👧‍👦 More freedom with family
💰 More clarity around income
📈 More purpose behind your super and investments

At Financial Edge Group, we help pre-retirees and retirees build strategies that connect their money with the lifestyle they actually want to enjoy.

Because retirement is not just about stopping work.

It is about starting the next chapter with confidence, energy and a plan you feel good about ✅

👉 www.financialedgegroup.com.au

04/09/2026

With the rapid advancements in AI, do you feel confident you can spot a fake?

💭 You have worked hard for decades. Retirement should not feel uncertain.You deserve to know whether your money, super a...
01/09/2026

💭 You have worked hard for decades. Retirement should not feel uncertain.

You deserve to know whether your money, super and investments are working together to support the life you have been looking forward to.

At Financial Edge Group, we help pre-retirees and retirees bring clarity to the big questions:
💰 Will I have enough?
📅 When can I retire?
📈 Is my super working properly?
🏖️ How do I create reliable retirement income?
👨‍👩‍👧‍👦 How do I protect my family’s future?

No guesswork. No confusion. Just a clear strategy built around your goals.

Take the first step toward a more confident retirement today.

🌐 Visit our website to learn more:
👉 www.financialedgegroup.com.au

💳 No Age Pension? You may still be entitled to concessions.Many self-funded retirees assume that if they do not qualify ...
27/08/2026

💳 No Age Pension? You may still be entitled to concessions.

Many self-funded retirees assume that if they do not qualify for the Age Pension, they miss out on government support altogether.

But that is not always the case.

In our latest blog, we explain why it may still be worth checking your eligibility for:
✅ Commonwealth Seniors Health Card
✅ Low Income Health Care Card
✅ State and territory Seniors Cards
✅ Utility, transport, health and local concessions

Even small concessions can add up over the course of a year, and eligibility can change as your income, assets and circumstances shift.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/no-age-pension-you-may-still-be-entitled-to-concessions

🎯 Retirement planning, but make it clear.No confusing jargon.No one-size-fits-all strategy.No “she’ll be right” approach...
26/08/2026

🎯 Retirement planning, but make it clear.

No confusing jargon.
No one-size-fits-all strategy.
No “she’ll be right” approach to your future.

At Financial Edge Group, we help pre-retirees and retirees build personalised strategies around the things that actually matter:

💰 Superannuation
📈 Investments
🏡 Debt and lifestyle planning
🧾 Tax-effective structures
👨‍👩‍👧‍👦 Intergenerational wealth
🏖️ Retirement income

Basically, we help connect the dots so your money, goals and future lifestyle all make sense together.

Because retirement should feel exciting, not like a giant financial puzzle 🧩

Ready to learn more about how we can help?

👉 www.financialedgegroup.com.au

24/08/2026

💰 How much tax are you paying on your investment income?

The answer may depend less on what you invest in, and more on where you hold it.

Personal name? Tax could be as high as 47%.
Company structure? Around 30%.
Superannuation? Generally up to 15%.
Pension phase? Potentially 0%.

That is why smart investing is not just about choosing the right assets.

It is about choosing the right structure.

In this video, Martin explains why tax efficiency matters and how the right planning can help your money work harder for your future 📈

▶️ Watch the full video to learn more.

🏡 Thinking about downsizing your home? There could be more to consider than just the move.If you are aged 55 or over and...
21/08/2026

🏡 Thinking about downsizing your home? There could be more to consider than just the move.

If you are aged 55 or over and selling a home you have owned for at least 10 years, you may be eligible to contribute up to $300,000 per person into super using the downsizer contribution rules.

For couples, that could mean up to $600,000 added to super.

In our latest blog, we explain:

💰 How downsizer contributions work
🏠 Who may be eligible
📈 Why it can be a powerful retirement planning tool
⚠️ The key rules and traps to understand before acting

Downsizing is not just a property decision. It can also be a major retirement strategy.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/downsizer-contributions

🚨 Thinking about retirement? Now is the time to get clear.If you are in your 50s or 60s and starting to ask:💭 When can I...
19/08/2026

🚨 Thinking about retirement? Now is the time to get clear.

If you are in your 50s or 60s and starting to ask:

💭 When can I retire?
💰 Will I have enough?
📈 Is my super structured properly?
🏡 Should I reduce debt, invest, downsize or contribute more?
🌴 How do I turn my wealth into reliable income?

You do not need more guesswork.

You need a clear strategy.

At Financial Edge Group, we help pre-retirees and retirees make confident decisions about their money, lifestyle and future.

Our books are now open for new clients, and we are currently welcoming enquiries.

📩 Ready to take the next step?

Visit our website and enquire today:
👉 www.financialedgegroup.com.au

18/08/2026

🏡 Property investors, this one is worth watching 👀

With proposed changes to how capital gains may be taxed from 1 July 2027, many investors are asking the same question:

Do I need to change my property strategy?

In this video, Martin breaks down what the changes could mean for property investors, including:

💰 How capital gains are currently taxed
📅 Why 1 July 2027 matters
🏠 Why property valuations may become important
📊 Why you should not rush to sell
🧠 How this could impact your medium to long-term plan

The key message? Do not panic, but you should review.

Your property strategy should not be based on headlines. It should be based on your goals, your tax position and your broader financial plan.

▶️ Watch the full video to understand what may be changing and what property investors should be thinking about now.

🏡 Estate planning is not just about who gets what.It is about making sure your assets pass to the right people, in the r...
13/08/2026

🏡 Estate planning is not just about who gets what.

It is about making sure your assets pass to the right people, in the right way, with fewer tax surprises along the way.

In our latest blog, we explore why your ownership structure, Will, beneficiaries and tax position all need to work together when planning your legacy.

We also look at important considerations around:

💰 Capital gains tax
🏠 The family home
📄 Testamentary trusts
👨‍👩‍👧‍👦 Blended families
⚖️ Why timing and structure matter

Australia may not have a general estate tax, but that does not mean tax disappears when someone passes away.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/estate-tax

Address

Platinum Building, East Wing, Level 3, Suite 3. 02, 4 Ilya Avenue
Erina, NSW
2250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

0243080040

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