Lyn Adams - Retired School Psychologist
Why choose Blue Edge?
Our starting point is you. We want to know about your goals and dreams, questions and concerns, values and priorities. We know that it is these aspects of your life that shape your financial picture, and ultimately guide us in how we advise you.
There is the difference between listening to a client and understanding a client. That is the Blue Edge Difference.
We understand that your finances are a vital component of your life. We work with you to simplify and organise the financial part, so you can rest easily and focus on other things that are important to you.
Our Relationship is with YOU…… Not Anyone Else
Blue Edge Financial Planning is a fee based financial planning practice. Where possible, we prefer to rebate commissions back to you and charge you fees for our service. As a result, our advice is not influenced by commission structures of product providers...........we work in partnership with you.
Consultative Planning
This is what makes our work so personally rewarding, and is what makes for a complete experience for you. Whether it is working in partnership with you, or working in collaboration with your accountant or your estate planning lawyer, we know that you will benefit from this approach.
Breadth of Service
Comprehensive financial planning is our focus. We offer a highly pro-active review service which ensures that your strategy remains consistent with your overall long-term financial needs. We also offer a number of add-on services, such as referrals to our tax accounting partners and mortgage broking services.
Statements of Advice
Blue Edge Financial Planning offers a variety of Statements of Advice. Each is tailored to our clients’ needs. Our risk/reward asset allocation strategy and blended portfolio process are features that can provide you with a realistic view of your potential risks and rewards.
Freedom and Objectivity
Our approved product list is compiled by Zennith. The range is extensive, which allows us the freedom to choose investments best suited to your personal requirements. Our independent direct share research facility offers you the peace of mind that we do not represent a ”house view” of any stockbroker in particular.
Depth of Experience
There is over 22 years of total experience between those who work at Blue Edge Financial Planning. The principal planner has been in the financial services industry for over 20 years and was among the first 200 planners in Australia to receive certification by the International body governing the certification of financial planners.
Research
Our research comes from highly respected sources: Standard & Poors, EQR, Lonsec and Morningstar.
Added Security
Blue Edge Financial Planning has chosen Securitor Financial Group as its licensing partner. Securitor is a holder of an Australian Financial Services License (240 687) issued by the Australian Securities and Investment Commission (ASIC). Securitor was established in 1986 by a group of financial advisers who wanted to improve the quality of advice availble to Australians and has steadily grown into one of Australia’s largest financial services groups with a reputation for innovation and technical excellence. Securitor is fully owned by Westpac Banking Corporation. There are more than 440 Securitor advisers located throughout Australia, managing more than $10 Billion for over 70,000 clients. Securitor is a principal member of the Financial Planning Association.