Financial Edge Group Retirement Specialists

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

What a fantastic way to celebrate the end of another financial year! 🎉The Financial Edge Group team headed to Sydney for...
10/07/2026

What a fantastic way to celebrate the end of another financial year! 🎉

The Financial Edge Group team headed to Sydney for a day of fun, with a harbour cruise, plenty of laughs, karaoke, a great dinner, and yes… a few drinks along the way! 🍻🎤🚢

Moments like these are a great reminder that while we work hard for our clients, it’s just as important to celebrate the incredible team behind everything we do.

A huge thank you to all of our clients for trusting us with your financial future. We genuinely love helping you plan for retirement and achieve your goals, and we’re excited to continue supporting you in the year ahead.

Here’s to another great year together! 🥂

🤝 Advice to trust. A team that cares. A plan built for you.That is the heart of Financial Edge Group 💙We are a boutique,...
10/07/2026

🤝 Advice to trust. A team that cares. A plan built for you.

That is the heart of Financial Edge Group 💙

We are a boutique, retirement-focused advice firm based on the Central Coast, helping clients make some of life’s most important financial decisions with confidence.

Our approach is simple:
✅ Listen carefully
✅ Plan strategically
✅ Communicate clearly
✅ Stay focused on what matters most to you

Because great advice is not just about the numbers.

It is about helping you feel informed, supported and ready for what comes next.

👉 www.financialedgegroup.com.au

🏢 Retiring when you own a business? It is not as simple as just selling and stepping away.For business owners, retiremen...
09/07/2026

🏢 Retiring when you own a business? It is not as simple as just selling and stepping away.

For business owners, retirement can come with extra complexity around business structure, tax, superannuation, sale proceeds and long-term income planning.

In this latest blog, our Advisers explore why planning ahead matters and how the right strategy can help you turn years of hard work into a sustainable retirement income.

We cover key considerations such as:

💰 Managing business sale proceeds
📊 Reviewing your ownership structure
🏦 Using superannuation strategically
🧾 Planning for tax outcomes
🤝 Why ongoing advice matters after the sale

If you are a business owner thinking about retirement in the next 5 to 10 years, this is worth reading.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/retiring-when-you-own-a-business

08/07/2026

Watch this video update from the Government Agency, Moneysmart, on the latest trends from sophisticated scammers ⬇️

🏖️ What does your ideal retirement actually look like?More travel?More time with family?Less stress?The freedom to choos...
03/07/2026

🏖️ What does your ideal retirement actually look like?

More travel?
More time with family?
Less stress?
The freedom to choose how you spend your days?

Great financial advice starts by understanding the life you want to build, then creating the strategy to support it.

At Financial Edge Group, we look beyond the numbers and focus on the people, goals and lifestyle behind every retirement plan.

Because retirement should feel exciting, not uncertain.

🌐 Learn more: www.financialedgegroup.com.au

🗯️ We have recently engaged the financial advice services from Martin and Financial Edge Group. Although we understand a...
02/07/2026

🗯️ We have recently engaged the financial advice services from Martin and Financial Edge Group.

Although we understand and follow the sound principles of saving, investing and maximising superannuation contribution, we recognise the importance of good financial planning advice as we are approach retirement. Martin instantly put us at ease right from the initial consultation.

His thorough analysis, wealth of experience and calm delivery in his advice reassured us that our financial health is in safe hands.

He listened and understood our wishes and concerns. Highly recommended!"
- M
⭐ ⭐ ⭐ ⭐ ⭐
Find out what other clients have to say 🔗 https://www.adviserratings.com.au/adviser/456973/Martin-McGrath

💭 Inherited shares, extra cash, a mortgage, investment property, super…When you are approaching retirement, these decisi...
01/07/2026

💭 Inherited shares, extra cash, a mortgage, investment property, super…

When you are approaching retirement, these decisions can start to feel like one big financial puzzle 🧩

Do you hold inherited shares or simplify your portfolio?
Pay down the mortgage or contribute more to super?
Keep the investment property or consider other retirement income options?

There is rarely a one-size-fits-all answer. The right move depends on your goals, tax position, cashflow, risk tolerance and broader retirement plan.

In our blog, we break down some of the key considerations to help you think through these decisions with more clarity.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/inherited-shares-mortgages-and-super

📅 The new financial year is the perfect time to check in on your retirement plan.A lot can change in 12 months.➡️Your su...
30/06/2026

📅 The new financial year is the perfect time to check in on your retirement plan.

A lot can change in 12 months.

➡️Your super balance.
➡️Your income.
➡️Your goals.
➡️Your tax position.
➡️Your timeline for retirement.

Taking time to review your strategy now can help you make more confident decisions for the year ahead.

At Financial Edge Group, we help clients get organised, stay informed and plan with purpose.

✅ Start the new financial year with clarity.

👉 www.financialedgegroup.com.au

🚀 We’re hiring - Practice ManagerFinancial Edge Group is looking for an experienced Practice Manager to help lead the op...
26/06/2026

🚀 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?tracking=SHR-WEB-SharedJob-anz-1

🗯️ Wayne and his team have been instrumental in helping us confidently plan for our retirement. They believe in educatin...
25/06/2026

🗯️ Wayne and his team have been instrumental in helping us confidently plan for our retirement. They believe in educating their clients, giving them agency in achieving their life goals.

We are grateful for all his guidance and have been able to invest with a social conscience. Communication is always clear and prompt and no question is too much trouble.

We have learned so much and are looking forward to having an epic retirement."
- Tracey
⭐ ⭐ ⭐ ⭐ ⭐
Find out what other clients have to say 🔗
https://www.adviserratings.com.au/adviser/1267266/Wayne-Terry

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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