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Services
Insurance
Insurance is the foundation of any solid financial plan. At FinEdge Group, we tailor personal insurance solutions including Life, Total and Permanent Disability (TPD), Trauma and Income Protection cover to ensure you're financially protected if the unexpected happens. We also support business owners with specialised cover such as Business Expenses insurance, Buy/Sell agreements and Key Person insurance – designed to protect the value and continuity of your business.
Our advice goes beyond simply selecting policies. We work closely with you to ensure the level and type of cover is appropriate, cost-effective, and aligned with your current circumstances and future goals. We also manage the claims process on your behalf, guiding you through the complexity to ensure your entitlements are accessed without unnecessary delay or frustration.
Whether you're an individual looking to protect your income and family, or a business owner securing your operations, our insurance advice gives you peace of mind that you're prepared – financially and emotionally – for life's curveballs.
Superannuation
Superannuation is often your most important long-term wealth-building vehicle. At FinEdge Group, we help clients take control of their super through account consolidation, fee reduction, and strategic planning tailored to their stage of life. Whether you’re accumulating wealth or planning retirement, we ensure your super is working hard and tax-effectively for you.
Our advice includes contribution strategies such as salary sacrifice, concessional and non-concessional contributions, and government co-contribution schemes to maximise your retirement savings. We also focus on asset protection, investment allocation, and pension strategies to transition seamlessly from accumulation to retirement.
For pre-retirees and retirees, we ensure you meet eligibility for age pension entitlements and other government benefits, while maintaining a sustainable income stream. We also help structure nominations and estate planning strategies within your fund to ensure your super benefits are passed on tax-effectively and according to your wishes.
With the ever-changing superannuation landscape, we simplify the rules and deliver clear, actionable advice to give you confidence in your financial future.
Wealth
Creation
Wealth creation is more than investing – it’s about having a plan that gives you financial freedom, flexibility and control. At FinEdge Group, we work closely with clients to understand their goals, manage cashflow effectively, and structure investments for long-term growth and tax efficiency.
We help you take charge of your income and expenses, allocate surplus cash into growth assets, and ensure every dollar is working towards your financial objectives. Our investment strategies consider your risk profile, time horizon and personal circumstances – whether you’re building wealth from scratch or looking to optimise existing assets.
Our approach is personalised, forward-looking and built on the belief that small, consistent decisions today create big financial outcomes tomorrow. With the right plan in place, you can build lasting wealth with purpose and confidence.
Claims
Management
At FinEdge Group, we understand that making a personal insurance claim—whether it’s Life, TPD, Trauma or Income Protection—can be overwhelming, especially during a difficult time. That’s why we manage the entire process for you, from completing the initial claim forms to liaising directly with insurers until your claim is finalised.
Our goal is to take the administrative burden off your shoulders so you can focus on what truly matters—your recovery and wellbeing. We handle the paperwork, follow-ups, and negotiations, ensuring your claim is managed efficiently and with care, giving you peace of mind every step of the way.