6 Reviews

Edwin Bae

Anchorage Wealth Management

Bronze

17 Yrs Experience

Sydney, NSW 2000

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Financial Advice to help manage, grow and protect your wealth:

14 years experience as a Financial Adviser providing advice on:

Investments

Superannuation

Personal Insurances

Taxes

Retirement Planning

Estate Planning

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

5.00 March 2024

My Wife and I were fortunate to have met Edwin Bae about 10 years ago when he was a Financial adviser with the NAB bank in Mona Vale. We were both immediately taken with his knowledge, enthusiasm & genuine interest in achieving the very best outcomes for all our financial matters. We subsequently followed Edwin along his career journey and have remained loyal to him for our financial help, advice & guidance. Edwin has never let us down and to this day oversees all of our financial investments which have enabled my wife & I to lead a very secure and comfortable retirement without the slightest concern our financial strategies were not in the most capable hands. We highly recommend Edwin to anyone who is looking to find an extremely competent Financial planner who not only gives the very best and up to date advice on financial investment but who is also very professional and dedicated to achieving great outcomes for his clients.Edwin continues to provide great advice to us however over our 10 year relationship we can truly say his special gift is making us feel safe and secure in our retirement which has really been the best service he offers. Zachary Stollznow

5.00 August 2023

Edwin is highly professional; patient and knowledgeable in providing his expertise. He is also very prompt and always available. I have trust in his advice and tailored solutions as he does it in line with my needs and preferences.

I would gladly recommend Edwin to my family and friends.

5.00 June 2023

Edwin has been our financial planner for over 10 years. He is a competent and knowledgeable wealth management advisor and communicates with us regularly regarding any changes in the market. We would highly recommend Edwin to anyone wishing to secure his services.

5.00 June 2023

Have known Edwin for over 10 years . During this time he has assisted me on many occasions proactive to protect my investments offer solutions to improve cash flow and still meet my desired risk profile. His availability and attentiveness was not impacted through Covid times and he acts swiftly and accurately through his great communication and listening skills.

5.00 June 2023

Edwin’s communication, knowledge and experience are all beyond excellent. Edwin has been my adviser for over 10 years and I highly recommend his services.

Adviser status Bronze
Rating 5.00
Number of reviews 6
First year providing advice 2008
Years of experience 17
Highest qualifications
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Language spoken
- English