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EDGE ADVISORY PARTNERS

Established with the mission to provide clients in Geelong and surrounding Surf Coast, a simple and professional approach to financial planning, Edge Advisory Partners are a financial planning business based in Newtown.

Passionate about helping businesses and individuals achieve their financial and lifestyle goals, our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

Help with choosing appropriate investment strategies, planning for your retirement, protecting you and your family, making the most of your superannuation, budgeting & managing your money. Whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

Shaun McWilliam, Director and Principal Planner and his team are specialists in corporate superannuation. Shaun has personally been providing financial advice to his corporate superannuation clients for over 20 years.

Edge Advisory Partners corporate superannuation clients include some of Australia’s most recognised brands spreading across retail, consumer goods, engineering and sporting industries. Extensive experience working with corporate superannuation funds has provided Shaun and the team significant insight to enable us to ensure all clients and their employees receive financial advice that is suited to their individual needs.

The dedicated corporate service team provide our clients with a seamless end-to-end process of service delivery.

Contact Details

Edge Advisory Partners
Contact – Shaun McWilliam, Director and Principal Planner
Email - admin@edgeap.com.au
Website – www.edgeap.com.au
Address - Suite 3, 41-43 West Fyans Street, Newtown Victoria 3220 Australia