About Us: Chase Edwards

Here's a bit more on who we are, what we do, and how we do it.

10+ Years Operating

10,000+ Served

$300M+ Invested

44 Staff, 2 Locations

Our Story...

Established in 2009, Chase Edwards was forged out of necessity to simplify Australian finance. Between having a local bank member, mortgage broker, accountant, financial planner, stock brokers, real estate agents and financial strategist/investors - finance over an average Australia lifetime can be complicated, time-consuming and stressful - especially if you aren't confident with your financial knowledge. That's where we come in...rather than having to individually deal with each piece of the financial puzzle, Chase Edwards brings all your financial services together under the one roof. What does this mean for you?

  • You get to deal with the same person/team for all your financial needs
  • You get educated on how to best make your money work for you
  • You get access to investment opportunities
  • You get all your financial services taken care of
  • You get to your goals faster as all your finances are working together towards a common goal

While we have conveniently located offices in business districts in both New South Wales and Queensland, our consultants are always traveling and meeting clients all along the eastern coastline and further inland. We're proud to have served over 10,000 Australians over the last 10 years - establishing ourselves as market leaders for wealth creation. Our goal is simple; To help everyday Australians' to achieve their financial goals. To find out how we can help you achieve your financial goals, simply enter your details through one of the forms on this page.

The Problem:

Separate financial services: Finding someone to help with your mortgage, tax, debt, personal finance, etc is time-consuming, and requires a lot of trust in many different people and places.

The Solution:

Creating a 'fully-integrated' financial services company that can help clients achieve their goals: such as paying off their mortgages faster, reducing their tax/debt, setting up their super & planning for retirement!

What do we do?

Rather than saying things like 'we do mortgage broking' - we've tailored our services to be relevant to what our customers actually want. As a result, we've split our main service offerings into the following 6 categories:

  1. Mortgage Reduction - did you know, you may be able to pay off your mortgage up to 15 years faster?
  2. Tax Reduction - how you can access an extra $8000 in tax deductions that your accountant likely isn't claiming.
  3. Debt Reduction - how you can reduce your credit card debt, car and personal loans.
  4. Superannuation - how you can set yourself up for your dream, self-funded retirement
  5. Wealth Creation - we can help you find that perfect property or stock to invest in.
  6. Retirement Planning - whether retirement is 10 weeks or 10 years away, we can help you put your plans in place.

This Can Seriously Change Your Life

'For most people, a few small changes now can accelerate their financial goals by 5, 10 or even 15 years'

Stephen Shine, QLD Manager

How We Do It:

See something you'd like to know more about? For more information, or to see if we're a good fit to help you, feel free to get in touch with us through the links below. So, now that you know how we help you - here's an explanation of how we do it. Rather than your financial services working individually and in isolation, we bring them together under the one roof - and organise them to work in the same direction. This allows us to achieve results that a lot of our customers would never have dreamed possible.

The services we offer include: 

  • Financial Planning - including Superannuation, Self-Managed Super Funds (SMSF), personal insurance & investment management.
  • Mortgage Broking - including financing, re-financing, first-home buyers financing & personal loans. 
  • Financial Strategy - including home loan reduction, tax reduction, debt consolidation, retirement planning, property investment.

Our Offices

Chase Edwards NSW

Tuggerah, NSW. 

Address: Suite 1, 9 Reliance Drive, Tuggerah, NSW, 2259

Hours: 8am-4pm, Monday-Friday

Phone: 1300 854 833

Chase Edwards QLD

Bundall, Gold Coast

Address: Level 5/105 Upton St, Bundall QLD 4217

Hours: 8am-4pm, Monday-Friday 

Phone: 1300 440 281