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The Wealth Edge Group

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The Wealth Edge Group

Overview:

The Wealth Edge Group provides specialist financial advice in areas that include superannuation, investment, retirement planning and insurance to personal and business clients. The expertise and strategies we use are invaluable in assisting you to move from where you are today to where you want to be in reaching your future financial goals.

Because we understand the importance of creating a long-lasting relationship with every client, our promise to you is, “we will hold your hand and walk together with you through the journey of reaching your financial goals.” We achieve this by spending time listening to you talk about your goals, your needs and objectives and above all, your personal and individual values - Only then can we provide you advice.

The Wealth Edge Group is a Corporate Authorised Representative of GWM Adviser Services Limited.

Vision:

The Wealth Edge Group Vision

The vision of The Wealth Edge Group is to provide excellent quality financial planning advice to our clients. In pursuit of that vision, we aspire to live the following values:
Provide advice in a legal, fair and balanced manner.
Make and keep commitments to clients, colleagues, the company and each other.
Show respect for ourselves and others by being open, honest, and by resolving conflict.

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