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About Us

Team of multiracial businesswomen working on a meting at corporate office.
Real estate brokers pointed to signing agreement documents.
Man and broker shaking hands in office

About Water’s Edge Financial Planning

At Waters Edge Financial Services, we’re dedicated to helping our clients to achieve their financial goals. We are a local financial planning agency based in Seaford, providing personalised services to our clients on the Mornington Peninsula and across the Bayside area. We pride ourselves on building personal relationships with our clients and tailoring strategies that go above and beyond their expectations.

Committed to Our Clients

Business owner Chevonne Rees has over 10 years of experience in the financial planning industry and an extensive background in accounting. She is dedicated to helping clients to achieve their financial goals and is passionate about educating them on how to manage their finances effectively, and ultimately how to achieve financial freedom.

Couples signed a contract to buy a house from the broker

Personalised Financial Services

We know that every client is unique, and that’s why we customize our services to meet your specific needs. As a small, local business, we believe in developing personal relationships with our clients, truly understanding their wants, needs, and objectives. This allows us to create plans that work specifically for you.

Whether you’re an employee or a business owner, we can provide you with personalised financial advice that will help you to achieve your goals. We pride ourselves on the fact that we are a small business, which allows us to connect more directly with our clients and better understand their financial situation. We love to see our clients face-to-face, and our clients are always welcome to come into our office to meet with us in person. However, if you’re looking for a more flexible approach, we also offer virtual meetings on both Microsoft Teams and Zoom.

Business team meeting

Comprehensive and Flexible Solutions

We offer a range of financial services, including lifestyle planning, cashflow management, retirement planning, investment advice, and much more. We are committed to providing our clients with a comprehensive service, and we take the time to get to know them and truly understand their financial situation. This allows us to equip our clients with the knowledge and skills that they need to meet their financial goals.

At Waters Edge Financial Services, we believe that everyone deserves the opportunity to receive reliable and in-depth financial support. Get in touch today to schedule a consultation with one of our experienced financial planners. Don’t leave your finances in a mess. Take control and get on track to achieving your financial freedom, with Waters Edge Financial Services.

Ready to become more financially free?