Spending power
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Spending power
Key facts
Counted staff
14
self-reported 11–50 band
Founded
1988
38 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Principal Edge Financial Services is a privately owned financial planning practice, focusing on helping our clients secure the life they want.
Since 1988, we have been doing this through offering our clients tailored financial solutions that provide them with three powerful pillars.
- Clarity: We work with our clients to clarify their objectives and plan for their future.
- Insight: We provide insight based on our knowledge and experience.
- Partnership: We partner with our clients as they face life’s transitions.
This empowers our clients to make smarter and informed financial decisions for themselves and their families.
From our experience our clients key concerns are:
- Building, preserving and managing their wealth
- Protecting their family and lifestyle
- Ensuring they have sufficient lifestyle cash flow
- Maintaining dignity of life
- Mitigating taxes
- Building a legacy
We address our clients key concerns through our tailored solutions focusing on:
- Helping and protecting their family
- Protecting their lifestyle
- Planning for the expected and unexpected
- Creating financial comfort
- Building a legacy
Our Approach:
- We use a consultative approach to gain a detailed understanding of our client’s deepest values and goals, then build strategy and recommendations around these addressing their unique needs.
- Each client has an ongoing level of service appropriate to their needs and is serviced by a ‘pod’ - their advisor, planning analyst and client service officer, all managed through a fully automated workflow.
- The core of our investment philosophy is that markets work and are efficient. We take a non-forecasting evidence-based approach which allows the markets to work for clients, not against them.
- We have built a professional practice that understands markets, but is not driven by them.
Specialties
All 5 specialties
- Helping and protecting your family
- Protecting lifestyle
- Planning for the expected and unexpected
- Creating Financial Comfort
- Building a Legacy
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 3 Bay House; 2 Guilfoyle Avenue, Double Bay; Sydney, NSW 2028Primary
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Signals & hiring
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Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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FAQ
How many people work at Principal Edge Financial Services?
The record holds 14 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does Principal Edge Financial Services have offices?
One address on record, Australia only. Primary: Level 3 Bay House, 2 Guilfoyle Avenue, Double Bay, Sydney, NSW 2028.
Has Principal Edge Financial Services raised funding?
None linked to this brand.
What does Principal Edge Financial Services list as its specialties?
Five tags on the brand's own list, among them Helping and protecting your family, Protecting lifestyle and Planning for the expected and unexpected.
Which companies are listed alongside Principal Edge Financial Services?
Five peer profiles on record: Oreana Partnerships and Evalesco Financial Services.