Bruce Kluk

Bruce focuses on empowering corporate executives, business professionals and SME owners to create the financial comfort they seek by making sound financial decisions for themselves and their families. Together with his team, he helps them to address their biggest concerns:

• Building, preserving and managing their wealth
• Protecting their family and lifestyle
• Ensuring they have sufficient lifestyle cash flow
• Maintaining dignity of life
• Mitigating taxes

Bruce founded Principal Edge Financial Services in 1988 and the company has been operating under its own licence since 1997. Principal Edge is a fee for service practice, and each client has an ongoing level of servicing appropriate to their needs. Bruce believes that financial planning is essentially about understanding client needs, and delivering on these through exceptional service and attention to detail.