Financial Edge Group Retirement Specialists

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

🗯️ Martin has assisted my wife and I for many years in all facets of financial advice, particularly reitrement planning,...
02/06/2026

🗯️ Martin has assisted my wife and I for many years in all facets of financial advice, particularly reitrement planning, superannuation, tax minimisation, insurances and financial forecasts. We highly recommend Martin and his team and would go so far as to say you would be doing yourself a financial injustice not to seek Martin's incredible knowledge and expertise. He is amazing!!"

- Mark & Jodi
⭐ ⭐ ⭐ ⭐ ⭐
Find out what other clients have to say 🔗
https://www.adviserratings.com.au/adviser/456973/Martin-McGrath

🚀 We’re hiring - Practice ManagerFinancial Edge Group is looking for an experienced Practice Manager to help lead the op...
02/06/2026

🚀 We’re hiring - Practice Manager

Financial Edge Group is looking for an experienced Practice Manager to help lead the operations of our boutique retirement-focused advice firm in Erina.

This is a key leadership role for someone who understands financial planning, loves improving systems, and knows how to keep a team moving with clarity and confidence.

You’ll oversee our advice workflow, support our client management team, improve processes, drive system efficiency, and help ensure our advisers can stay focused on delivering exceptional client outcomes.

We’re looking for someone with:

✅ Practice management or senior operations experience in financial planning
✅ Strong knowledge of advice workflows, compliance and onboarding
✅ Confidence using Xplan
✅ Great leadership, organisation and communication skills
✅ A genuine passion for improving how a business runs

📍 Erina location
🏆 Award-winning boutique firm
🤝 Warm, professional team culture
📈 Meaningful opportunity to shape the future of the business

If you’re ready for a role where your leadership, structure and ideas will genuinely matter, get in touch today!

📩 Apply here: https://au.seek.com/job/92431997?ref=cm-ui

01/06/2026

📉 Market dips early in retirement can hurt more than most people realise.

That is why having the right retirement investment strategy matters.

In this video, Adviser Jesse explains how the '3 Bucket Approach' can help retirees manage income, reduce sequencing risk and avoid selling growth assets at the wrong time!

Think of it like this:
💵 Short-term cash for everyday living
🛡️ Defensive assets for stability
📈 Growth assets for long-term retirement strength

Retirement is not a full stop. It is the next chapter, and your money still needs a plan.

▶️ Watch the full video to see how the bucket strategy works and why it can make such a difference in retirement.

🏖️ Your super should be doing more than just sitting there.For many Australians, a Self Managed Super Fund can unlock gr...
27/05/2026

🏖️ Your super should be doing more than just sitting there.

For many Australians, a Self Managed Super Fund can unlock greater flexibility, control and opportunity when it comes to retirement planning 💡

At Financial Edge Group, we help clients keep their SMSF compliant, strategic and working hard toward their long-term goals 📈

From tailored investment strategies to direct property and borrowing structures, our team works with you to build a retirement plan designed around your lifestyle and future ambitions.

Because great retirement outcomes rarely happen by accident 🤝

🌐 Explore our retirement and SMSF strategies here:
👉 www.financialedgegroup.com.au

👫 Planning retirement with an age gap? Your strategy may need to look very different.When one partner retires years befo...
26/05/2026

👫 Planning retirement with an age gap? Your strategy may need to look very different.

When one partner retires years before the other, it can create unique challenges around:
💰 Cashflow
📈 Superannuation access
🏖 Lifestyle planning
🧾 Tax and pension strategies

But with the right structure, an age gap can also create powerful planning opportunities.

In this blog, we explore the key financial strategies couples should consider when navigating retirement at different stages of life.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/maximising-financial-strategies-for-retirement-with-an-age-gap

20/05/2026

💡 Retirement is not just about numbers. It is about having a strategy you actually understand and feel confident in.

At Financial Edge Group, we help clients turn uncertainty into clarity through personalised retirement planning, smart investment strategies and long-term guidance 🤝

This video gives you a behind-the-scenes look at our team, our process and the way we help clients plan for the future with confidence 📈

▶️ Watch the full video below and discover the Financial Edge difference.

🔗https://www.financialedgegroup.com.au/

🪣 What is the “Bucket Strategy” in retirement?One of the biggest fears in retirement is watching market volatility impac...
18/05/2026

🪣 What is the “Bucket Strategy” in retirement?

One of the biggest fears in retirement is watching market volatility impact your income and lifestyle.

That is where the Bucket Strategy comes in ⬇️

In our blog, we explain how separating retirement assets into different “buckets” can help create:
✔️ Greater confidence around cashflow
✔️ Reduced exposure to sequencing risk
✔️ A clearer strategy during market volatility
✔️ Long-term growth while still funding today’s lifestyle

At Financial Edge Group, we use a structured 3-bucket approach designed to help clients sleep better at night knowing their short-term retirement income needs are planned for.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/understanding-the-bucket-strategy-in-retirement

Because retirement investing is not just about returns. It is about creating confidence and sustainability for the years ahead. 💡

🔒 Trusted advice matters. Especially when it comes to your future.With constant headlines, opinions and financial “exper...
14/05/2026

🔒 Trusted advice matters. Especially when it comes to your future.

With constant headlines, opinions and financial “experts” online, it can be difficult to know who to listen to...

That is why having guidance from qualified professionals who understand your goals and genuinely act in your best interests is so important.

At Financial Edge Group, we are proud to provide advice built on trust, long-term relationships and clear strategy.

Whether you are a client or simply follow our content online, our goal is to help you feel more informed, confident and in control of your financial future ✅

🌐 Learn more about our approach👉 www.financialedgegroup.com.au

13/05/2026

Federal Budget 2026

In this video, Martin breaks down the key Federal Budget announcements and what they may mean for retirees and pre-retirees from 2026 onwards. We cover the major changes likely to impact our clients, including tax changes, capital gains tax considerations, different tax structures including superannuation, and broader retirement planning implications.

As always, budget announcements are proposals at the time of recording and may be subject to legislative change before becoming law.

General Disclaimer:
This video contains general information only and does not take into account your personal objectives, financial situation or needs. Before acting on any information discussed, you should consider whether it is appropriate for your circumstances and seek personal financial advice.

Martin McGrath (Authorised Representative No. 456973) and FEG Holdings Pty Ltd trading as Financial Edge Group (Authorised Representative No. 1297939) are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650, AFSL 243313).

🗯️ Jesse presented options in relation to short term and long term investments. He shared his experience clearly and rec...
12/05/2026

🗯️ Jesse presented options in relation to short term and long term investments. He shared his experience clearly and recognised my efforts to manage prior to engaging with Financial Edge."

- Sue
⭐ ⭐ ⭐ ⭐ ⭐
Find out what other clients have to say 🔗
https://www.adviserratings.com.au/adviser/1269492/Jesse-Field

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

Website

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