Financial Edge Group

Checking your bank account regularly could save you money in more ways than one 🔒 You might use your bank account every day, but do you really know what money is going in and out? 🤔 It’s important you’re across what’s happening in your bank account and what you’re eligible for ✅ ASIC’s report Better Banking for Indigenous Consumers recently found that more than 150,000 people on low incomes were in high-fee bank accounts... Collectively, these customers paid over $6 million in fees that they didn’t have to 🙅♂️ #READ more about how you might be able to save money below ⬇️ https://buff.ly/3EVa5LI

🗣️ Your 'Total Superannuation Balance' is important to understand as it affects your ability to make certain types of contributions into your superannuation fund." There are some type of contributions that ARE impacted by your balance, and some that ARE NOT... Today, Adviser Jesse Field dives into the difference of these contributions and exactly what you need to know 🤔

We LOVE the 3 P's Plan Process Product In fact, it’s so important at Financial Edge Group, it’s up on the wall in our office! Step 1️⃣ - Plan The plan is the foundation of everything we do, and it forms the first step in your journey with us. In years gone by, financial planners might have gone straight to the banks, or the super funds to find the best product right off the bat. This is not how we work, instead, we start by asking ‘what’s the plan?’ or ‘what is the goal we’re trying to achieve?’ Why? Because your plan might be to pay down some debt on your home. We may not even need a product for this! Creating a plan, and clarifying your ‘why’ is where we like to start. •• Step 2️⃣ - Process The next step is deciding what processes we need to put in place to make the plan happen. This might be a process for saving a certain amount of money (like automating a transaction into savings each month). It might involve moving money from one account to another or moving money into (or out of) super. Setting up good processes and clarifying your ‘how’ is what creates the path to your goals. •• Step 3️⃣ - READ on our site at https://buff.ly/3UBafuU

Common things business owners tell us... 🗣️ I’m working hard, paying lots of tax and making good money - but it all just ends up back in my business." Our advice... 🗯️ To make sure your profits are working hard for you and not just disappearing back into the business - we need to have a plan. Today is a good day to consider working with an Adviser who can help create a strategic plan to create passive income from your business profits. Learn more HERE ➡️ https://buff.ly/41rpYm1

It all starts with peace of mind, knowing that your retirement is not only in the hands of specialists, but also under guidance by people who care. It's one thing to be technically proficient, but we achieve great results for our clients because we care. Our team work to ensure your retirement is everything you deserve, and more. We encourage you to discover the Financial Edge Group difference, and book a Discovery Meeting with our team: https://buff.ly/3iK3J2N #financialedgegroup #smsf #retirement #superannuation #retire #investment #investmentplan #finance #discovery #care

🗯️ I have felt very intimidated in the past when dealing with financial advisers, but Wayne makes me feel empowered. He has an analytical brain and the suggestions he has made regarding my superannuation, tax and retirement have already saved me thousands of dollars. I am more than impressed and wouldn’t hesitate to recommend Wayne or Financial Edge." - Stephanie, 56-65 years ⭐ ⭐ ⭐ ⭐ ⭐ Find out what other clients have to say 🔗 https://buff.ly/3IJuSlo

You thought the splitting of the atom was impressive! ⚛️ Wait until you hear our Adviser Jesse discuss 'Splitting Super'. In today's video, Jesse returns with more expert insights into the strategy of 'Superannuation Splitting' - and why you might want to consider this as part of your Retirement Strategy 🎯 Watch below for Jesse's insights 💭 If you have any questions, leave them in the comments ⬇️

Are you organised? If you took a step back and had to look at your current financial position and retirement plan, could you clearly trace your strategies and confidently communicate your plan with your friends? The majority of Australian's have a general idea of what they would 'like' to do in retirement, while a minority have a tangible plan of how they are going to get there. If you fall within the majority, it's time to get organised . 1️⃣ Visit buff.ly/3b5Kuvy 2️⃣ Book a Discovery Meeting 3️⃣ Start getting organised

Teamwork makes the dream work 💫 We've wrapped up another successful week bringing our clients closer to their retirement dreams ✅ Time to relax and do it all again next week! If you want to be on the receiving end of our teams hard work - book a Discovery Meeting through the link below 🔗 https://buff.ly/38FIxrk

If you have an Industry Superannuation Fund, or a Master Trust Superannuation Structure and you're about to retire, you might be eligible for what's called a RETIREMENT BONUS 🤔 A 'Retirement Bonus' goes by many names... take a look below as Jesse breaks down the key details of this 'Bonus', and the considerations of your eligibility. Want to learn more about Retirement Bonuses? Click the link and talk with us today 🔗 https://buff.ly/3iK3J2N