Follow Us :

Our Services

Early adulthood (18-30 years old)

Finance accounting concept.

Cashflow Management

Cashflow management is super important if you’re committed to achieving your financial goals. At Waters Edge Financial Services, we’re here to help you keep track of your income, expenses and budgeting to make sure that you’re on the right path in order to meet your goals. We’ll work closely with you to create a personalised cash flow plan that will support your lifestyle and help you to manage your finances in a way that suits you. Experiencing debt? We are highly experienced in dealing with personal debt, and we’re here to help you create a strong cashflow management plan that will demolish your debt, allowing you to save or invest for the future. Pave the way to your financial freedom, with Water’s Edge Financial Services.

Couples signed a contract to buy a house from the broker

Investment Advice

Our tailored investment advice provides you with professional guidance and recommendations on investing and specific opportunities in the market that will match your needs. We’ll take your financial goals, risk tolerance and time frames into consideration in order to select opportunities that are right for you. We’re here to help you make money and live the best life that you can live! We take a highly personalised approach to our investment advice, tailoring our guidance to match your needs and helping you to put your money in to investments that will set you up for success.

Female managers are talking about the recruitment of staff at the office.

Income Protection

Life can be unpredictable, but we’ve got your back. It’s important to protect your income in the case that you become ill or injured in order to maintain your lifestyle stay on track with your financial goals. With our tailored income protection service, we’ll give you expert advice on insurance choices that will protect your earnings. We help you discover an income protection plan suited to your needs, filling you with the confidence to chase your dreams, no matter what they may be. Let’s protect your future and give you peace of mind.

Adulthood (30-50 years old)

Elderly Asian woman calculating costs of household. Personal finances management concept.

Risk Management – Insurance

Life can be full of surprises, but we’ll help you be prepared. It’s crucial to safeguard your earnings and properties from unexpected financial incidents. Our risk management assistance will help you find and minimise any unexpected financial bumps you may experience along the way. Together, we’ll create a detailed and personalised risk management strategy, providing you with the peace of mind that your finances are protected and secure.

Joyful young woman laughing during business meeting

Superannuation

Let’s talk about your superannuation! We’re here to guide you through the world of managing your retirement savings. From making contributions to creating investment strategies and considering taxes, we’ll help you make the most of your super. We’re here to help you manage your superannuation with ease. Our goal is to ensure you have the financial means to enjoy a comfortable retirement when the time comes.

Business team meeting

Wealth management

Tailored wealth management solutions are at your fingertips with Waters Edge Financial Services. We provide personalised investment advice and risk management plans to maximise your wealth. We do this whilst reducing the risk in your portfolio in order to protect your family and your lifestyle. Our advisors will work closely with you to develop these detailed plans that will help you to achieve financial freedom. At Water’s Edge Financial Services, we’ll help you with your life goals as well as your financial goals. Where do you want to live? Which school do you want your kids to attend? What holidays do you want to go on? How long do you want to work? How many days? Do you want to retire at 50? These are the types of questions we’ll ask, so that we can help you manage your wealth in order to meet these personal goals.

The financiers are calculating personal taxes for their customers.

Tax planning

Taxes can be tricky, but we’ve got your back. Guidance and advice on tax planning is one of our specialities at Waters Edge Financial Services, and we know all the ins and outs. Our experienced team of advisors have a strong understanding of tax laws, giving us the ability to provide you with detailed advice on income tax, capital gains tax, estate tax, and many more tax-related issues. Through the use of our tax planning strategies, you can minimise your tax liabilities and ensure that you’re paying what you should be. Let’s work together to keep more money in your pocket!

Later adulthood (50+ years old)

Brokers home sale are working on the table.She hold pen house model.

Estate Planning

Are you looking for estate planning services to protect and transfer your assets according to your wishes? Look no further than Waters Edge Financial Services. Our experienced advisors will assist you with drafting wills, creating trusts, estate taxes, and other estate planning issues. Our goal is to help you secure your legacy and ensure that your loved ones are taken care of. Let’s plan for the future and provide you with peace of mind.

Man and broker shaking hands in office

Lifestyle planning

We provide personalised lifestyle planning solutions to help you achieve your lifestyle goals. Our dedicated team will work with you to understand your unique needs and aspirations, planning your lifestyle around these important factors. From large purchases and investments to new business ventures and paying for your children’s education, Waters Edge Financial Services will help you to plan your lifestyle around what matters most to you.

Young accountant with calculator pressing buttons and consulting with colleague

Retirement planning

Ready to kick back and enjoy retirement? No matter if you’ve thought long and hard about your retirement planning, or it’s crept up unexpectedly, we’re here to help. Preparing for a comfortable retirement is easier with our comprehensive retirement planning services. Our skilled advisors offer retirement income planning, investment management and more. We work closely with our clients to develop personalised retirement plans that will help you to maximise your income, minimise risk, and ensure financial security in your well-deserved retirement. We will help you to truly enjoy the retirement lifestyle that you deserve!

Ready to become more financially free?