Martin McGrath

Financial Edge Group

Platinum

17 Yrs Experience

Erina, NSW 2250

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Martin McGrath is a Certified Financial Planner based upon the Central Coast of NSW and founder of Financial Edge Group. With a background as a Chartered Accountant and a Master’s degree in financial planning, Martin has over 20 years’ experience in the financial planning industry and is recognised as a specialist Retirement Adviser. Martin has was previously awards the IFA’s practice principal of the year and won the 2023 FAAA CFP Professional of the Year. Martin co-host one of Australian's leading retirement podcast's Retire Right.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets

We offer a free introductory 15 minute phone call to ensure we are the right fit and to explain the process.

5.00 May 2025

We have worked with Martin and his team now for many years, and we've always been very happy with the services provided. We would definitely recommend to other potential clients.

5.00 April 2025

Big shout out to Martin and team for their continued assistance in our transition to retirement. Martin has a great way of explaining things around our investments and planning for the future. I highly recommend his services and have enjoyed watching his business grow over the years, which is a testament to the Financial Edge Group team.

5.00 March 2025

Martin took the time to understand our needs and provided detailed recommendations to set us up for the coming years. He has excellent financial knowledge including understanding relevant tax implications. He provided us a detailed plan to enact that simplified our investments and set us up moving forward.

5.00 July 2024

Martin and his group have achieved the impossible! They have proved to Centrelink that I am eligible for the Age Pension. It had been cancelled when I sold my house. Martin has also organised my finances so I that I don't have to worry about them, or even think about them most of the time. I have little knowledge of shares and annuities etc. but Martin advises in simple understandable language. He has been willing to conduct three-way meetings with my daughter on the phone from Adelaide. I would, and do, recommend Martin and the Financial Edge Group to anyone as I don't have worries about my finances now.

5.00 June 2024

Finally, someone that talks about money in a way we understand! As business owners with a young family, Martins down-to-earth and 'real world' advice has made a very positive impact not only on our day to day lives but also changed the trajectory of our finances for the future. Martin's industry knowledge and experience has been a God-send for us and we would (and have) highly recommend him. Thank you Martin & Team!