Financial Edge Group Retirement Specialists

Call Directions Website

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

☕ A little retirement maths for your Friday...There are 52 Mondays in a year.That's 52 mornings without an alarm clock, ...
23/10/2026

☕ A little retirement maths for your Friday...
There are 52 Mondays in a year.

That's 52 mornings without an alarm clock, 52 opportunities for a spontaneous adventure, and 52 chances to enjoy a coffee while everyone else is heading to work. 😎

Sounds pretty good, right?
But here's something worth thinking about...

💭 Retirement isn't just about having more free time. It's about knowing what to do with it.

One of the best things you can do before retiring is start building the hobbies, friendships and routines you want to enjoy when work is no longer part of your week.

While your finances help fund retirement, it's the people, experiences and purpose that make it memorable 💙

🏗️💰 Building serious wealth? It's not just WHAT you own, but HOW you own it!Two investors. Similar portfolios. Similar r...
21/10/2026

🏗️💰 Building serious wealth? It's not just WHAT you own, but HOW you own it!

Two investors. Similar portfolios. Similar returns.
But potentially very different financial outcomes. 🤔

Why? Because the structure you use to hold your investments can make a significant difference.

Whether your wealth sits in your personal name, superannuation, a company or a family trust, each option comes with different implications.

📈 Investment returns and tax
🏦 Access to your money
🏡 Retirement income
👨‍👩‍👧‍👦 Protecting wealth for future generations

At Financial Edge Group, we believe building wealth is only half the equation. Structuring it appropriately is just as important.

Our blog explores why ownership matters, particularly as your wealth grows.

📖 Read the full article and discover what you should be considering.

👉 https://www.financialedgegroup.com.au/blog/building-significant-wealth-how-you-own-it-matters

🌴 Imagine waking up on a Monday and realising... you don't have to be anywhere! 😎No rushing out the door. No overflowing...
20/10/2026

🌴 Imagine waking up on a Monday and realising... you don't have to be anywhere! 😎

No rushing out the door. No overflowing inbox. Just the freedom to decide what YOU want to do with your day.

☕ Coffee with friends? Absolutely.
✈️ A spontaneous getaway? Why not!
⛳ Golf on a Tuesday? Sounds perfect.
👨‍👩‍👧‍👦 More time with the grandkids? Priceless.

That's the exciting part of retirement. Having more freedom to say YES to the things you love. 💙

At Financial Edge Group, we're passionate about helping Australians turn years of hard work into a lifestyle worth looking forward to.

💬 Your turn! If you could retire tomorrow, what's the FIRST thing you'd do? 👇

16/10/2026

🎉 Retirement: The world's longest weekend... but what's on your agenda?

No alarm clocks. No Monday meetings. No more asking for annual leave! 🙌

Sounds pretty good, right?
But here's something worth thinking about...

When work stops, what gets you out of bed each morning? 🤔

In this video, Jesse explores why a fulfilling retirement takes more than financial security.

🎸 Learning something completely new
💪 Getting fitter and healthier
👨‍👩‍👧‍👦 Making memories with family
🤝 Mentoring or giving back to your community
🌏 Finding new adventures and challenges

▶️ Watch the video and discover why the best retirements are about more than just the numbers.

💬 And we'd love to know: What's the ONE thing you're most looking forward to doing in retirement? 👇

💰 $2 MILLION IN ASSETS AND STILL ELIGIBLE FOR THE AGE PENSION? 🤯Sounds unlikely, right? But under certain circumstances,...
15/10/2026

💰 $2 MILLION IN ASSETS AND STILL ELIGIBLE FOR THE AGE PENSION? 🤯

Sounds unlikely, right? But under certain circumstances, it is possible!

Many Australians assume that having substantial retirement savings automatically rules them out of receiving the Age Pension.

But it is not always about how much you have. It can also be about where your money is held.

In our latest blog, we explore how the Age Pension rules can create some surprising opportunities, particularly for couples with an age gap.

🏡 How your family home is assessed
💰 Why your partner's superannuation matters
📈 When a part Age Pension may still be available
💡 Why understanding the rules could make a difference

The takeaway? Don't assume you're ineligible without understanding how the rules apply to you.

📖 Read the full blog and discover what you might be overlooking!

👉 https://www.financialedgegroup.com.au/blog/can-you-have-2-million-in-assets-and-still-receive-the-age-pension

🚀 Super is back in the headlines, and it is a good reminder to check yours.Australia’s retirement savings pool has repor...
12/10/2026

🚀 Super is back in the headlines, and it is a good reminder to check yours.

Australia’s retirement savings pool has reportedly climbed to $4.8 trillion, with super contribution activity increasing as more employers move to paying super alongside wages.

That might sound like big-picture news, but it has a personal message:

👉 Your super is not just something that sits in the background.

It is one of the most important tools you have for building future income, managing tax and preparing for retirement with more confidence.

So here is your reminder to check:
💰 What is my current super balance?
📈 How is it invested?
🧾 Am I using the right contribution strategies?
🌴 Is it set up to support the retirement I actually want?

Small decisions made consistently can make a big difference over time.📍

At Financial Edge Group, we help pre-retirees and retirees make sense of super, strategy and the next chapter.
👉 www.financialedgegroup.com.au

📈 Retirement does not mean your money stops working.For many retirees, retirement can last 20, 30 or more years, which m...
09/10/2026

📈 Retirement does not mean your money stops working.

For many retirees, retirement can last 20, 30 or more years, which means investment growth may still play an important role long after work finishes.

Our latest blog explains the 10/30/60 rule, a simple concept showing how retirement savings may be shaped by:

💰 Contributions
📊 Growth before retirement
🌱 Growth during retirement

It is not a formula or prediction, but it is a helpful reminder that how your money is managed in retirement still matters.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/the-103060-rule-why-investment-growth-can-still-matter-in-retirement

07/10/2026

🎥 Meet Wayne Terry, Adviser at Financial Edge Group.

Wayne helps clients answer some of the biggest questions that come with retirement:

💰 Is my wealth structured properly?
📈 Will my money support me long term?
👨‍👩‍👧‍👦 How do I plan for myself and the next generation?
🌴 Can I retire with more confidence and less stress?

In this video, Wayne shares why he became a financial adviser, what drives his passion for helping people, and why great advice is about more than spreadsheets.

His approach is clear, calm and educational. Helping clients understand the strategy, the reason behind it and the outcome they are working toward ✅

Because good advice should not leave you overwhelmed.
It should help you feel informed, supported and excited for the road ahead.

▶️ Watch the full video to get to know Wayne and see the Financial Edge Group approach in action.

🔥 Retirement costs are in the headlines again.A recent ASFA update highlighted that many retiree expenses are rising fas...
30/09/2026

🔥 Retirement costs are in the headlines again.

A recent ASFA update highlighted that many retiree expenses are rising faster than inflation, especially power, healthcare and insurance.

That matters, because retirement is not just about reaching a number in super.

It is about knowing how your income will handle real life:
⚡ Higher bills
🩺 Health costs
🏠 Home and insurance expenses
🌴 The lifestyle you still want to enjoy

At Financial Edge Group, we help pre-retirees and retirees think beyond the balance and focus on how their money will actually work day to day.

Because a good retirement strategy should not just look good on paper.

It should stand up to real life ✅
👉 www.financialedgegroup.com.au

Reference article:
https://www.superannuation.asn.au/media-release/asfa-retirement-standard-retirees-living-costs-rising-faster-than-inflation-as-power-healthcare-insurance-bills-climb/

💌 Dear 70s,This is not the decade to switch off.It is the decade to make sure your money is still working for your lifes...
28/09/2026

💌 Dear 70s,

This is not the decade to switch off.

It is the decade to make sure your money is still working for your lifestyle, your family and your peace of mind.

By now, retirement may feel more familiar. But there are still important decisions worth reviewing:

💳 Are you receiving the concessions or entitlements you may be eligible for?
💰 Is your income still matching the life you want to enjoy?
🏡 Could downsizing open up new opportunities?
📋 Are your estate planning and aged care wishes clear?
🧾 Could your financial life be simplified?

Your 70s are not just about making money last.

They are about making money meaningful.

📖 Read the full blog:
👉 https://www.financialedgegroup.com.au/blog/making-the-most-of-your-money-in-your-70s

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

Alerts

Be the first to know and let us send you an email when Financial Edge Group Retirement Specialists posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category