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Our clients

From sophisticated investors to successful family groups, we approach your financial affairs with the same care and commitment we bring to our own—focusing on clarity, insight and partnership.
Our Clients

Trusted Experts Driving Your Success

Sophisticated Investors

Sophisticated investors are driven by a desire to make the most of every opportunity. They look for access to investment options and strategies that aren’t typically available to the general public. By working closely with experienced professionals, these investors benefit from thoughtful analysis and a clear approach that’s designed to cut through complexity.

Unlike standard advice, our guidance is shaped by an in-depth understanding of their needs, priorities, and changing circumstances. We help sophisticated investors manage large, multifaceted portfolios, take advantage of market trends, and respond with confidence to shifting conditions. With our support, they can focus on building wealth, protecting assets, and achieving their long-term financial goals, knowing their investments are overseen with care and insight.

Our services give these clients the tools and information they need to make informed decisions and stay ahead in an ever-changing investment landscape. Whether it’s identifying unique opportunities, managing risk, or simplifying complexity, we’re committed to helping sophisticated investors succeed.

Family Office

Managing substantial wealth calls for more than just standard advice. It needs a well-organised, ongoing strategy that brings everything together. Our Family Office services are designed for families who want a complete, personalised approach to their financial affairs. We look after all areas—investment management, estate planning, tax efficiency, and succession planning—so you can feel confident that every detail is covered.

We work closely with you to get to know what matters most—whether it’s protecting family assets, planning for future generations, or making sure your lifestyle and values are supported. Our team coordinates with your accountants, lawyers, and other trusted advisers, so your wealth management runs smoothly and nothing is missed.

We cut through complexity and give you clear guidance. That means less stress and more time to focus on your family’s goals, passions and legacy. Whether you’re thinking about philanthropy, business succession, or just want to keep life simple, our Family Office solutions are shaped for you, helping your family’s wealth grow and endure for years to come.

Who we are
Fortune 500 Professionals Trust Execor CPA

Your time is valuable.
We make every second count.

"Lex has been our trusted financial adviser for the past decade or more since retirement. He has consistently provided helpful, sound counsel and innovative advice to support our investment needs, in a manner that is both professional and personable”.
Rob & Carolyn
“I have known Lex Goldsmith as my financial adviser for 25 years. I have really come to appreciate his advice and help during this period. He is always very knowledgeable, professional and well researched with his recommendations. His advice has always resulted in excellent returns on investment, even during tough economic times. Not only do I respect Lex’s financial advice but I have come to regard him as a very good, reliable friend.”
Ian
“Lex is a conscientious, responsible, reliable, trustworthy, patient and knowledgeable financial advisor. Apart from being easy to work with, a good listener and very likable, he always shows he really cares about us which makes us very confident that our agreed strategy is being implemented with 100% commitment”.
Col & Ali
“I recently retired and one of my children said I should take an active role in managing my investments and super - in other words think about share trading etc. I had an instant answer- why would I do this when I have an expert whom I trust implicitly to do this for me. I have valued for many years meeting with Lex and having him explain in simple terms what is happening in the market and giving sensible suggestions in the management of my portfolio knowing my risk appetite and understanding the changing needs for me personally and for my family. I look forward to Lex's communications and hope he will always be there to guide me.”
Susan
“Principal Edge has been by my side for over two decades. Their attention to detail, clear communication, and genuine care have helped me reach my goals with confidence. I look forward to many more years together.”
Wilfred
“I never expected to need my critical illness cover, but when I did, Principal Edge was there. Their foresight and support through the claims process have been invaluable. I’m incredibly thankful for their care and expertise.”
Brad
“I’m so glad I followed Principal Edge’s advice to maintain my trauma cover. When I was diagnosed with melanoma, they managed the claims process swiftly and professionally. Their guidance made all the difference.”
Brett & Kerry
“Over the past decade, Principal Edge has proven to be a true partner in our financial journey. Their professionalism, transparency, and commitment to client education have made investing a rewarding experience.”
Malcolm & Jenny
“Principal Edge has been by my side for over two decades. Their attention to detail, clear communication, and genuine care have helped me reach my goals with confidence. I look forward to many more years together.”
Wilfred
“I never expected to need my critical illness cover, but when I did, Principal Edge was there. Their foresight and support through the claims process have been invaluable. I’m incredibly thankful for their care and expertise.”
Brad
“I’m so glad I followed Principal Edge’s advice to maintain my trauma cover. When I was diagnosed with melanoma, they managed the claims process swiftly and professionally. Their guidance made all the difference.”
Brett & Kerry
“Over the past decade, Principal Edge has proven to be a true partner in our financial journey. Their professionalism, transparency, and commitment to client education have made investing a rewarding experience.”
Malcolm & Jenny
“When my husband needed surgery, Principal Edge stepped in with compassion and efficiency. They handled everything with care, allowing me to focus on what mattered most. I’ll always be grateful for their support.”
Hilton & Jackie
“Trust and discretion were non-negotiables for me. Principal Edge has delivered both in spades. Their team is approachable, thorough, and always makes me feel like a priority.”
Christine
“Principal Edge helped us turn financial disarray into a secure and diverse investment portfolio. Their integrity and sound advice have guided us for over 16 years, and we couldn’t be happier with the results.”
Anthony & Kerry
“After relocating to Australia, we were fortunate to find Principal Edge. Their methodical and tax-efficient advice gave us peace of mind in a new financial landscape. We feel supported and confident knowing they’re always just a phone call away.”
Julian & Minnie

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