Our Services

Paraplanning services for individual advisers and dealer groups

Strategy workshops for advisers

Corporate super consulting and strategies

Statement of Advice template licensing

Fee for service readiness

Para-planning mentoring

Administration and Implementation Services

Welcome to EDGE Planning Solutions

Edge Planning Solutions provides a full suite of services for dedicated advisers who want access to the most sophisticated strategies and quality support available.

With our extensive expertise across all areas of financial planning we can provide unique and tailored solutions to you which will add significant value to your business and help increase referrals from satisfied clients.

PARAPLANNING We offer high quality paraplanning solutions ranging from simple Records of Advice to comprehensive, multi-strategy advice documents.	STRATEGY Draw from our wealth of knowledge and experience accumulated from over two decades of investing in financial markets.
ADMIN Save time spent on paperwork and provide value-added services to time poor clients.	IMPLEMENTATION We can streamline your implementation process decreasing the time it takes to place investments and insurance so you get paid faster.