Financial Edge Group - Erina (NSW)

5 /5 Monique MACLEOD: We would recommend Martin and the Financial Edge Group for anyone seeking professional advice in preparation for their retirement. We have found Martin to be very personable and a great communicator. He has always answered our questions promptly. After several detailed discussions Martin efficiently developed and implemented a financial strategy that met our risk profile and requirements.

5 /5 Rob Mackenzie: We had sufficient superannuation for a very comfortable retirement; however, there was the potential for significant tax on any money that eventually went to our children. While I had done most of our retirement planning without a financial planner, I realised that I needed some expert advice on possible restructuring of our superannuation accounts. I was directed to Financial Edge after requesting help from the Retire Right podcast. I have been very happy with the Financial Edge from the initial 15 minute obligation-free phone call through to the formal presentation of the Statement of Advice. Martin quickly understood my issues and developed a plan to address the issues. Most importantly, Martin was able to clearly explain the reasons for his recommendations for re-contribution together with the limitations on timing and amount in a professional and friendly manner. I have no hesitation in recommending his company.

5 /5 Mark Verhoeven: Martin has been our financial advisor for many years and we trust him implicitly. He is professional and so knowledgeable in his advice but delivers it in an individually tailored manner with great care and emphasis on making sure you understand everything that is discussed and you are happy with the outcome.

5 /5 Anu Mohan: We have been very pleased with the service from Martin and Kate from Financial Edge Group. Martin and his team are very easy to understand, provided us with good advice to our investments. I would recommend Martin and the Financial Edge Group for anyone seeking professional advice on retirement and self- manage superfunds. Thank you.

5 /5 Phil Wilkinson: I would like to thank Jesse for his time. He could not have been kinder. I was looking for general advice and he did that very well. I could not recommend Financial Edge and Jesse more. Thankyou.