Principal Edge Financial Services is a privately owned financial planning practice, focusing on helping our clients secure the life they want. Since 1988, we have been doing this through offering our clients tailored financial solutions that provide them with three powerful pillars. • Clarity: We work with our clients to clarify their objectives and plan for their future. • Insight: We provide insight based on our knowledge and experience. • Partnership: We partner with our clients as they face life’s transitions. This empowers our clients to make smarter and informed financial decisions for themselves and their families. From our experience our clients key concerns are: • Building, preserving and managing their wealth • Protecting their family and lifestyle • Ensuring they have sufficient lifestyle cash flow • Maintaining dignity of life • Mitigating taxes • Building a legacy We address our clients key concerns through our tailored solutions focusing on: • Helping and protecting their family • Protecting their lifestyle • Planning for the expected and unexpected • Creating financial comfort • Building a legacy Our Approach: • We use a consultative approach to gain a detailed understanding of our client’s deepest values and goals, then build strategy and recommendations around these addressing their unique needs. • Each client has an ongoing level of service appropriate to their needs and is serviced by a ‘pod’ - their advisor, planning analyst and client service officer, all managed through a fully automated workflow. • The core of our investment philosophy is that markets work and are efficient. We take a non-forecasting evidence-based approach which allows the markets to work for clients, not against them. • We have built a professional practice that understands markets, but is not driven by them.
View Top Employees from Principal Edge Financial ServicesWebsite | http://www.principaledgefinancialservices.com.au |
Revenue | $5.2 million |
Employees | 16 (16 on RocketReach) |
Founded | 1988 |
Address | Level 3 Bay House, 2 Guilfoyle Avenue, Double Bay, Sydney, New South Wales 2028, AU |
Phone | +61 2 9363 2900 |
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Industry | Financial Services, Credit Cards & Transaction Processing, Finance |
Web Rank | 27 Million |
Keywords | Principal Edge |
Competitors | Empowered Financial Partners™, Oak Advisory, Oakwood Financial Group, Profectus Financial Partners Pty Ltd, RFPLAN |
SIC | SIC Code 61 Companies, SIC Code 615 Companies |
NAICS | NAICS Code 522320 Companies, NAICS Code 52 Companies, NAICS Code 522 Companies, NAICS Code 52232 Companies, NAICS Code 5223 Companies |
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The Principal Edge Financial Services annual revenue was $5.2 million in 2024.
Joel Edelman is the Director of Principal Edge Financial Services.
16 people are employed at Principal Edge Financial Services.
Principal Edge Financial Services is based in Sydney, New South Wales.
The NAICS codes for Principal Edge Financial Services are [522320, 52, 522, 52232, 5223].
The SIC codes for Principal Edge Financial Services are [61, 615].