Our Advice offering and process We tailor strategic financial planning solutions to meet your specific requirements. We build long term relationships, take the time to understand your objectives and build robust strategies in line with these. A comprehensive financial plan encapsulates three corner-stones: risk management, estate planning and wealth accumulation. Risk Management There is nothing more important than protecting you, your family, your lifestyle and income. Our role is to tailor a risk management plan that will protect against all of these uncertainties in life. The components include: income protection, critical illness, total and permanent disability, personal life insurance. Estate Planning This is one of the most important yet overlooked corner-stones in the financial planning process. Estates can be complex and the costs of not having a comprehensive plan in place can be extremely high. Our role is to work with you to develop strategies aligned with your wishes and implemented at minimum possible cost. Wealth Accumulation, Protection & Retirement Wealth accumulation involves the development of an investment plan specific to your stage of life and objectives. Our aim is to be stewards of your portfolio and with you build a strategy reflecting your current and long term objectives. We believe the key to a positive investment experience is to develop and adhere to a strategy regardless of short term market “noise” or volatility. Why Choose Principal Edge Financial Services Did you know we are a fee for service business with a transparent fee structure? Did you know we offer a full financial planning service including strategy, planning, implementation and on-going review? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Our Service We are a fee for service business with a transparent fee structure. We offer flexibility in the ways in which you can engage our services. We offer a free introductory meeting in a pleasant office environment. We listen and are sensitive to your feedback; both verbal and non-verbal. We take the time to ensure that we understand your needs and objectives and individually tailor our advice solutions. We offer a full financial planning service that includes strategy meetings, plan presentation, implementation and on-going review. You have personal accessibility to staff and on hand support, via phone, email or face to face. Each client has open access to your Advisor, planner and a dedicated client service officer. We can assist in the needs of your children and engage them in important family decisions. We have developed modern workflow and database systems to ensure efficient handling of your planning matters and security of your private information. Our team provides fast turnaround times and attention to detail to save you from issues Principal Edge Pty Ltd t/a Principal Edge Financial Services is an Australian Financial Serivice Licensee with an AFS License No. 225 029