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The Principal Edge Pty Ltd

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The Principal Edge Pty Ltd

Profile:

Principal Edge has designed its Personal Investment Solutions to be comprehensive and tailored to your needs. This provides clear strategies and coaching to help you achieve financial independence.

Focused delivery of Employee Benefits by Principal Edge offers companies a targeted solution that helps them stand out from the crowd to both potential and existing staff.

Principal Edge also offers, through carefully chosen strategic alliances, mortgage solutions.

Overview:

At Principal Edge we understand that the key to sound financial planning starts with asking the right questions. We listen to you and understand your current situation. We then focus on helping you set your individual goals and meeting your objectives.

Through a process of developing concise, considered advice that explores the most appropriate options available, we empower you to make the right planning decision for you.

As your financial steward, our role is to identify all of the factors you can control and those that you can not. The planning solution is clarified and undertaken without emotion. Our role is to highlight the implications of your actions or inactions, we build knowledge and an understanding of you at a deeper level. This begins at our initial meeting and blossoms through the passage of time.

What kind of people do we want to work with?

People who:

   understand our role and what we do, or who are willing to learn.
   recognise that time rather than money is their most valuable asset.
   recognise that they need assistance in their financial planning.
   have a capacity to save.
   have aims and objectives in life and intend to fulfil them.
   are positive in their approach to life.
   are interested in the long term and in building relationships.
   can take ownership of a financial plan, action it, and maintain discipline.

Aims, ethics and our commitment to you

Our primary aim is to make a profound change in someone’s life through re-defining life’s balance. We understand that time and how you spend it, rather than money, is the most important resource to all of us.

Our staff is committed to the highest level of integrity. We are dependable and have a genuine interest in planning the financial success of other people. We strive for excellence in delivering to you a level of financial architecture that encompasses a customised planning approach that is sophisticated and user friendly. In addition:

   We are reliable and punctual.
   We have absolute confidence in our ability.
   We are time efficient and well organised.
   We are focused and assign attention to detail.
   We are committed to learning and enhancing our own skills.
   We are sensitive to client feedback both verbal and non-verbal.
   We ask good questions and are good listeners.
   We focus only on our areas of specialisation.
   We offer a pure fee for service option.

By imparting our intellectual capital, we empower our clients to make sound financial decisions about their future. We follow this up with a high touch, high contact customer service discipline to ensure that your plan remains on track.

We are intent on building and reinforcing partnerships with both our clients and our suppliers of securities, risk management and technical support.

Our advice process is tailored, comprehensive and sophisticated, and always delivered to bring you peace of mind and clarity.

History:

Principal Edge Financial Services was founded in 1989 by Managing Director Bruce
Kluk. Over the years Bruce has steered the company from relatively humble beginnings of a small shared office in Bondi Junction, to larger premises in Double Bay. Since that time our team has continued to expand in number and in stature.

The business was initially focused solely on the needs and objectives of private clients, and over the years we have developed wonderfully strong working relationships with a long list of individual clients. These relationships were all built on a platform of openness, trust, integrity and mutual respect – values at the very heart of the Principal Edge culture.

Over time it became evident to the team that Australian businesses had similar needs that were not being adequately serviced. For this reason Bruce began developing a corporate benefits division to provide tailored consulting services to companies across a range of industries and encompassing all sizes. As a result we now have a dedicated corporate benefits arm and a significant corporate client base.

The success of our company to date has been largely due to a commitment by all members of staff to act only in the best interests of our clientele. We work with them to develop financial planning solutions, but more importantly to give them confidence, clarity, a sense of balance, and a focus that will ensure that their goals are met.

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