Bruce focuses on empowering corporate executives, business professionals and SME owners to create the financial comfort they seek by making sound financial decisions for themselves and their families. Together with his team, he helps them to address their biggest concerns:
- Building, preserving and managing their wealth
- Protecting their family and lifestyle
- Ensuring they have sufficient lifestyle cash flow
- Maintaining dignity of life
- Mitigating taxes
Bruce founded Principal Edge Financial Services in 1988 and the company has been operating under its own licence since 1997. Principal Edge is a fee for service practice, and each client has an ongoing level of servicing appropriate to their needs. Bruce believes that financial planning is essentially about understanding client needs, and delivering on these through exceptional service and attention to detail.
I am very happy with the professional services provided by Bruce Kluk and his team
Brilliant advice. Has saved me enormous amounts of money in dealing with my family trust structure and introduced me to excellent investments and enhanced my overall portfolio.
Bruce is highly professional and experienced adviser.
Bruce has been our financial advisor for many years, both before and after our retirement, and we have nothing but praise for the high quality of the advice and assistance he has given us over that time. We have no hesitation whatever in recommending his services.
I have been with Bruce for over 20 years and have always found his advice sound and extremely helpful.
- Adviser status Platinum
- Number of reviews 15
- First year providing advice 2010
- Years of experience 13
- Chartered Accountant (CA)
- Certified Financial Planner (CFP)
Principal Edge Financial ServicesPallas House, Level 3.4, 30-36 Bay St
Double Bay, NSW 2028
- 8:00am – 6:00pm Monday – Friday
Principal Edge Financial Services