Martin McGrath

Financial Edge Group

Platinum
14 Yrs Experience
Erina, NSW 2250

Recent reviews

Financial Edge Group

Suite 8, 18 Karalta Road
Erina, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 59
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
59 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 59

Sort by

5.00

"Martin and Wayne provided excellent advice to my circumstances. It was clear, easily understood and step by step process that was managed with success. Highly recommended."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I am comfortable in seeking and taking Martin's advice and for the foreseeable future will continue to do so."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin and Wayne are both exceptional people who really know their job. I would recommend these guys if you are looking to build yourself a solid retirement nest egg. My only regret is that I didn't get to meet them five years ago."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Martin has helped my wife and I settle into retirement with our SMSF. Because of this we can relax in our retirement with very little worry. The thing we like the most about Martin is if I have any inquiry he will get back to me in quick time with an answer."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Martin was able to Cleary explain the options on purchasing an investment property, as well as understanding superannuation and retirement. I am now confident of my strategies to help me on my way to a more comfortable retirement."

  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin assisted me in mapping out a plan to ensure I will have a solid financial base for when I retire. His advice with managing debt, maximising super contributions and investment strategies were pragmatic and well thought through. Martin helped explain some options that I had not previously considered and with his advice I'm confident I'm on the right track."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has given my husband and I advice on our superannuation, it's investment & developing an income stream. Martin has also assisted with our Centerlink requirements. Martins advice has always been clear, concise and relevant to our needs. It has always been easy to understand Martins advice."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin and Wayne are helping me with all aspects of my financial retirement planning. I find money matters overwhelming but they are Informative and easy to discuss things with. The cost of my financial planning is way outweighed by the benefit and peace of mind."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Martin has looked after our superannuation, and tax, Martin also helped minimize our capital gain tax when we sold our investment property by contributing to our superannuation funds. We also found Martin very easy to understand and is always willing to explain anything to us, we would highly recommend Martin to anyone,"

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin and his team have given us the tools to manage our resources more wisely. We are more confident about managing our finances now and in the future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 59

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Year - Australian Chartered Accountant

Level
0 - Training / Exam / Other
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2013

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2002

Bachelor of Business Management

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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