© 2016 by PENNY COLLICOAT |  EDGE FP PTY LTD

Authorised Representatives | Apogee Financial Planning | Australian Financial Services Licensee | Registered Office at 105-153 | Miller Street North Sydney NSW 2060

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What are you waiting for?

People often ask me if they need a financial planner and how they work and my answer is YES -the sooner, the better. 

Financial planners can be as simple or as complicated as required, by you, and they don't have to be intimidating or boring! 

 

Do you know where and how your super is invested? 

Do you have personal insurance?? (this can often be a default within your super fund)

 

These are products that most of us have yet so many people don't know enough about them.

At Edge FP, we often start with a few quick wins on your finances and work towards your longer term goals. 

We can then build and look at longer term goals of saving for a house, putting some investments together, ensuring your debt structure is appropriate, saving to have a baby, looking at retirement needs - whatever it is that you want to achieve. 

Our aim is to make it as simple a process as possible, take the stress out of the basics and look to build on these. 

We do all the hard work for you but we can't do it, unless we hear from you.

So what are you waiting for? 

 

 

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