We seek to develop deep genuine long term relationships with our clients, working together with them on their financial journey. Our aim is to ensure advice progresses a clients financial position, as well as improving the financial awareness of those open and willing to learn. With a strong grounding in the retirement and aged care area, we are well positioned to help those transitioning into the next phase of life. We can also focus on ethical investing for those clients who are concerned about the impact their money and portfolio is having in the real world.

Website: advantedgefinancial.com.au

Employees: 5 - 9

HQ: N/A

Location: Forster, N/A, au

Revenue: Not Available

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Advantedge Financial is a financial services company located in Forster, Australia. With a strong focus on building long-term relationships with their clients, they aim to provide personalized financial advice that not only improves their clients' financial position but also enhances their financial awareness. Their team of experienced advisors, led by owner Jenny Duan, specialize in retirement and aged care planning, and can also assist with ethical investing for those who want to align their investments with their values. Advantedge Financial's website, advantedgefinancial.com.au, provides a wealth of information on their services and resources for clients. They are active on LinkedIn, where they share industry insights and company updates. As a smaller-sized business with 5-9 employees, they are able to provide a personalized touch to their clients, ensuring that each client receives tailored advice and support. While their revenue is not publicly available, their commitment to their clients' financial well-being is evident in their dedication to building long-term relationships and providing exceptional service.

We want to build long-lasting relationships with our clients and help them achieve their financial goals. We work closely with them to make sure our advice helps them improve their financial situation and increase their financial knowledge. We have a lot of experience with retirement and aged care, so we can help people who are moving into a new stage of life. We also offer ethical investing options for clients who want to make sure their money is being used in a responsible way.