Bruce Kluk

Principal Edge Financial Services

14 Yrs Experience
Double Bay, NSW 2028

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.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.92
  • Number of reviews 15
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualifications
    • Chartered Accountant (CA)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Principal Edge Financial Services

Pallas House, Level 3.4, 30-36 Bay St
Double Bay, NSW 2028

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Principal Edge Financial Services

AFSL 225029