Financial Edge Group Retirement Specialists

Financial Edge Group Retirement Specialists Qualified Financial Professionals providing comprehensive Financial Planning and Retirement advice.

📅 New financial year, new opportunity to get organised.As we approach a new financial year, it is the perfect time to st...
17/06/2026

📅 New financial year, new opportunity to get organised.

As we approach a new financial year, it is the perfect time to step back and ask 🗣️

"Do I actually have a clear retirement plan, or just a general idea of what I hope will happen?"

Many Australians know what they would like retirement to look like. Fewer have a structured plan showing how their super, investments, income and tax strategies will work together to get them there 🧭

The new financial year is a great reminder to review your position, sharpen your strategy and move forward with more confidence.

Ready to get organised?

1️⃣ Visit www.financialedgegroup.com.au
2️⃣ Start the new financial year with clarity ✅

16/06/2026

💡 Retired, but thinking about going back to work?

You might assume that returning to the workforce means you lose access to your super.

But if you’re aged 60 to 64, the rules may be more flexible than you think...

In this video, Adviser Jesse explains how ceasing one employment arrangement, starting work elsewhere and meeting a retirement condition of release can open up some powerful planning opportunities 🔍

He also breaks down a real example showing how moving funds from accumulation phase into an account-based pension could reduce tax on investment earnings and capital gains 🧮

This is where the right advice can make a big difference!

▶️ Watch the full video to understand how the strategy works and what to consider before making any decisions.

🗯️ My husband and I are so grateful to Jesse for setting up a plan that suits our financial goals and has shown us how w...
12/06/2026

🗯️ My husband and I are so grateful to Jesse for setting up a plan that suits our financial goals and has shown us how we can retire earlier than we thought. We’ve only recently started getting advice and can already see the benefits. Jesse and Kate have been so helpful and professional helping us to understand the path that’s right for us. Great team! Couldn’t recommend them more."
- Tracey
⭐ ⭐ ⭐ ⭐ ⭐
Find out what other clients have to say 🔗
https://www.adviserratings.com.au/adviser/1269492/Jesse-Field

🚀 We’re hiring - Practice ManagerFinancial Edge Group is looking for an experienced Practice Manager to help lead the op...
10/06/2026

🚀 We’re hiring - Practice Manager

Financial Edge Group is looking for an experienced Practice Manager to help lead the operations of our boutique retirement-focused advice firm in Erina.

This is a key leadership role for someone who understands financial planning, loves improving systems, and knows how to keep a team moving with clarity and confidence.

You’ll oversee our advice workflow, support our client management team, improve processes, drive system efficiency, and help ensure our advisers can stay focused on delivering exceptional client outcomes.

We’re looking for someone with:
✅ Practice management or senior operations experience in financial planning
✅ Strong knowledge of advice workflows, compliance and onboarding
✅ Confidence using Xplan
✅ Great leadership, organisation and communication skills
✅ A genuine passion for improving how a business runs

📍 Erina location
🏆 Award-winning boutique firm
🤝 Warm, professional team culture
📈 Meaningful opportunity to shape the future of the business

If you’re ready for a role where your leadership, structure and ideas will genuinely matter, get in touch today!

📩 Apply here: https://au.seek.com/job/92431997?tracking=SHR-WEB-SharedJob-anz-1

💭 Retirement should feel clear, not confusing.For many people, the biggest question is not “Can I retire?”It is 🗣️ “Can ...
09/06/2026

💭 Retirement should feel clear, not confusing.

For many people, the biggest question is not “Can I retire?”

It is 🗣️ “Can I retire with confidence?”

At Financial Edge Group, we help pre-retirees and retirees:
📌 understand their options
📌 structure their income
📌 build a plan that supports the lifestyle they have worked hard for.

Because retirement is not just about reaching the finish line.
It's about knowing what comes next and feeling prepared for it.

Learn more 👉 www.financialedgegroup.com.au

⏳ Retirement 5 to 10 years away? Don’t panic. Plan with purpose.The decade before retirement is one of the most importan...
05/06/2026

⏳ Retirement 5 to 10 years away? Don’t panic. Plan with purpose.

The decade before retirement is one of the most important windows to get organised, make smart adjustments and build confidence for the next chapter.

Our advisers look at the key areas worth reviewing before retirement, including:

💳 Reducing debt
📊 Understanding your future income needs
🏡 Reviewing where and how you want to live
💰 Getting strategic with super
🌱 Building the lifestyle you want before you retire

Retirement is not just a deadline. It is a transition, and the earlier you prepare, the more confident that transition can feel.

📖 Read the full blog here:
👉 https://www.financialedgegroup.com.au/blog/a-ddecade-to-go-planning-for-retirement-with-purpose-not-panic

🗯️ Martin has assisted my wife and I for many years in all facets of financial advice, particularly reitrement planning,...
02/06/2026

🗯️ Martin has assisted my wife and I for many years in all facets of financial advice, particularly reitrement planning, superannuation, tax minimisation, insurances and financial forecasts. We highly recommend Martin and his team and would go so far as to say you would be doing yourself a financial injustice not to seek Martin's incredible knowledge and expertise. He is amazing!!"

- Mark & Jodi
⭐ ⭐ ⭐ ⭐ ⭐
Find out what other clients have to say 🔗
https://www.adviserratings.com.au/adviser/456973/Martin-McGrath

🚀 We’re hiring - Practice ManagerFinancial Edge Group is looking for an experienced Practice Manager to help lead the op...
02/06/2026

🚀 We’re hiring - Practice Manager

Financial Edge Group is looking for an experienced Practice Manager to help lead the operations of our boutique retirement-focused advice firm in Erina.

This is a key leadership role for someone who understands financial planning, loves improving systems, and knows how to keep a team moving with clarity and confidence.

You’ll oversee our advice workflow, support our client management team, improve processes, drive system efficiency, and help ensure our advisers can stay focused on delivering exceptional client outcomes.

We’re looking for someone with:

✅ Practice management or senior operations experience in financial planning
✅ Strong knowledge of advice workflows, compliance and onboarding
✅ Confidence using Xplan
✅ Great leadership, organisation and communication skills
✅ A genuine passion for improving how a business runs

📍 Erina location
🏆 Award-winning boutique firm
🤝 Warm, professional team culture
📈 Meaningful opportunity to shape the future of the business

If you’re ready for a role where your leadership, structure and ideas will genuinely matter, get in touch today!

📩 Apply here: https://au.seek.com/job/92431997?ref=cm-ui

01/06/2026

📉 Market dips early in retirement can hurt more than most people realise.

That is why having the right retirement investment strategy matters.

In this video, Adviser Jesse explains how the '3 Bucket Approach' can help retirees manage income, reduce sequencing risk and avoid selling growth assets at the wrong time!

Think of it like this:
💵 Short-term cash for everyday living
🛡️ Defensive assets for stability
📈 Growth assets for long-term retirement strength

Retirement is not a full stop. It is the next chapter, and your money still needs a plan.

▶️ Watch the full video to see how the bucket strategy works and why it can make such a difference in retirement.

🏖️ Your super should be doing more than just sitting there.For many Australians, a Self Managed Super Fund can unlock gr...
27/05/2026

🏖️ Your super should be doing more than just sitting there.

For many Australians, a Self Managed Super Fund can unlock greater flexibility, control and opportunity when it comes to retirement planning 💡

At Financial Edge Group, we help clients keep their SMSF compliant, strategic and working hard toward their long-term goals 📈

From tailored investment strategies to direct property and borrowing structures, our team works with you to build a retirement plan designed around your lifestyle and future ambitions.

Because great retirement outcomes rarely happen by accident 🤝

🌐 Explore our retirement and SMSF strategies here:
👉 www.financialedgegroup.com.au

Address

Platinum Building, East Wing, Level 3, Suite 3. 02, 4 Ilya Avenue
Erina, NSW
2250

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

0243080040

Website

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