Wayne has assisted our family immensely since it became necessary for my sister to enter an aged care facility. The age care sector is quite complex to negotiate and Wayne’s extensive knowledge and skills gave us the long term plan to ensure my sister’s financial security. Further, Wayne was able to assist with the financial requirements regarding the various different government agencies and age care providers.
Wayne communicated clearly and explained all aspects of my sisters financial situation comprehensively and in an easy to understand manner. He is always available for advice as situations arise. Wayne has a kind and gentle manner and is always easily approachable. Wayne has provided our family with confidence and peace of mind that my sister’s financial situation is well provided for and we are extremely grateful for this.
We were starting to think about our retirement years and felt no confidence in our planning. After a recommendation, we reached out to Wayne and his team. The information and advice we received was amazing and easy to understand. After the team implemented everything, it was like a load was lifted. We feel so much more confident for our future retirement. Wayne and his team are approachable and easy to talk to. We would highly recommend Financial Edge Group. Martin & Margy.
From my first phone call and following meetings with Wayne to discuss if Financial Edge were the right fit for me and my financial situation, I felt comfortable and confident with the advice given from the very start. Wayne takes a practical step by step approach in explaining how to achieve the best outcome for me moving forward. As a recent widow, I needed to find someone I could trust and easily talk to about my concerns for my financial future moving forward. I can honestly say I now feel very secure with Wayne’s guidance and advice in helping me in this difficult time. I would highly recommend Wayne and Financial Edge.
Wayne always reinforces concepts by explaining them in a variety of ways. He likes to use a TV smart board for visuals, and talks through information whilst you are taking it it in, by both seeing and hearing the advice. He takes time to let me explain my priorities and let me make choices that are informed. I have felt very intimidated in the past when dealing with financial advisers, but Wayne makes me feel empowered. He has an analytical brain and the suggestions he has made regarding my superannuation, tax and retirement have already saved me thousands of dollars. I am more than impressed and wouldn’t hesitate to recommend Wayne or Financial Edge.
Having worked with Wayne and observing his skills with clients, I have the utmost confidence that you are in safe hands when working with him. His accounting and business background ensures that he is across all areas of finance while his expertise and passion in investing and share portfolio management ensure that your investments are well looked after. Wayne is able to able to deliver his advice in a manner that is easily understood to ensure clients have confidence in their financial futures.
Financial Edge GroupPlatinum Building, Suite 3.06, Level 3, 4 Ilya Ave
Erina, NSW 2250
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Silver
- Number of reviews 5
- First year providing advice 2018
- Years of experience 5
- Certified Financial Planner (CFP)
Synchron Advice Pty Ltd