After starting as a financial adviser over 15 years ago, I have recently established The Income Edit to focus on helping women to have enough money, so that when their work stops, their income continues.
The Income Edit is part of a large financial advice licensee group with around 70 advisers, Cobalt Advisers &
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4 customer reviews
Venetia Brissenden
I came across Rachel when I was quite stressed about how I was going plan well for retirement. It was something I had put off thinking about for too long due to feeling overwhelmed and not knowing where to start. Meeting with Rachel was immediately reassuring and I felt like I was in good hands. Her advice is always thorough and tailored to my needs and she really listens to what her clients want. Even when she recommended a path that she believed was better for me financially, she listened to my concerns about where I wanted my money invested and found a solution that worked for me. I now feel like I have a plan moving forward and support when I need it. I have no hesitation in recommending Rachel and The Income Edit to other women heading toward retirement who want to have a plan and maximise their income. More...
Reply from The Income Edit
Hi Venetia, Thank you so much for your lovely review. I’m really glad to hear you felt supported and reassured throughout the process — that’s exactly what I hope for when working with clients. It’s been a pleasure helping you put a clear plan in place, and I’m so grateful for your recommendation. Warmly, Rachel
Anna Maria Di Bartolo
Financial Advisors
Great way to find trusted professionals, Rachel is insightful, and professional. I'm looking forward to working with her.
Reply from The Income Edit
Thanks Anna! I'm enjoying working with you too.
Tor
Rachel took the time to really understand my circumstances and what was important to me - now and in the future. The initial meeting was thorough but there was never any pressure to take on her services. She was patient and friendly and I would now not use anyone else. I would 100% recommend her especially to single women closing in on retirement. More...
Reply from The Income Edit
Thank you so much Tor for this beautiful review. I’m really grateful you took the time to share your experience. It means a lot to hear that you felt truly listened to and never pressured — creating a space where women can explore their options comfortably and confidently is so important to me. I’m delighted to know you now feel supported and have someone you can rely on as you move toward retirement. Your recommendation, especially to other single women approaching this stage of life, genuinely means the world. Thank you again — I look forward to continuing to support you. Gratefully, Rachel
Fiona M
I sought Rachel out for advice when unforeseen medical issues meant I needed to retire earlier than expected. Rachel took time to get to know my needs and preferences and has taken me through all the steps I have needed to do to make my goals happen. She gave me confidence that retirement was possible for me and connected me with others to provide assistance. I feel her advice is truly independent, knowledgeable, non judgmental and in my best interests. I certainly recommend Rachel to other women of all ages seeking to understand and better manage their financial futures. More...
Reply from The Income Edit
Thank you so much Fiona for sharing this thoughtful review. I’m really glad you reached out during such a challenging time, and we could work together to create a path forward that felt achievable and supportive. Navigating an unexpected early retirement can be overwhelming, and it means a lot to know that the process helped you feel more confident and informed. Thank you again for your recommendation. It’s been a privilege to support you, and look forward to helping you through the next steps. Gratefully, Rachel
What do you love most about your job?
Helping women to feel secure and positive about their future. I like making a difference in their lives, setting them up and communicating in a way that we both enjoy and understand.
What inspired you to start your own business?
Helping women to be financially secure. To have income when work stops. Running my own business allows me to present my advice in a female friendly way and I am loving it! I still provide advice to men and have male clients, I don't exclude them, but having my own business allows me to communicate in a way that sits well with me. My advice and service is enhanced by this.
Why should our clients choose you?
If you are looking for an qualified and experienced adviser that empowers you and understands your journey, have a chat with me. The first meeting is at no cost to you and I will be able to provide you with an overview of the service and how it could help you.
Can you provide your services online or remotely? If so, please add details.
Yes, I can do online Australia wide or Sydney in person meetings.
What changes have you made to keep your customers safe from Covid-19?
Online meetings, rescheduling appointments when ill.
Retirement & Superannuation planning
Do you have enough for retirement? I help answer that question through analysis and investment recommendations to help you achieve enough for retirement whilst still giving you that 'sleep at night' factor.
Regarding the actual super funds, I mostly recommend funds that are sophisticated behind the scenes and easy for clients to use up front, are aligned to their values and are cost effective. The funds could be not for profit or retail super funds depending on what is important to my client.
Life Insurance
I think of insurance as a safety net. It helps to be able to keep your home if you can no longer work due to illness or injury. I help you to find cost effective ways to build a safety net and keep your home, still save for retirement and have money to cover medical expenses and living expenses in the event of being unable to work due to illness or injury.
Investment Advice
What is important to you? Growth? Your money aligned with your values in sustainability, ethics, environment? Income? We filter the thousands of investment options to align with what is important to you and to your savings goals. For an easy visual explaination of our investment philosophy, please review the photos section of this Bark profile.
Aged Care planning
Having lived through supporting family members with Aged Care services and providing advice in this area, I am well positioned to help you through the Aged Care journey to maximise your benefits and reduce your costs.
Tax Strategies
There are ways to save tax that can help you build wealth. My advice includes whether these strategies are appropriate for and how to go about making the most of the tax deductions and structures.
