Edify Financial Group Pty Ltd was created to deliver specialized and sophisticated financial planning for ambitious individuals and businesses in an open, clear and value-driven manner. Edify Financial Group Pty Ltd provides the highest quality financial advice in the most affordable, cost-effective and transparent way possible.
Establish your Goals and Objectives
Assess your Current Situation
Research and Analysis of Information
Recommend a Plan of Action
Implement your Plan
Review your Plan Regularly
Through many years of experience, we have built a portfolio of services to cover the different needs our clients have at different stages of their lives and in various circumstances.
The services that are relevant to your requirements are integrated into the plan that we develop for you following our initial discussions and when we have a full picture of your objectives.
Edify Financial Group was created to deliver specialized and sophisticated financial planning for ambitious individuals and businesses in an open, clear and value-driven manner. Edify Financial Group provides the highest quality financial advice in the most affordable, cost-effective and transparent way possible.
Client Management Services
Keeping you on track…
Choosing a Financial Planner is one of the most important decisions you’ll ever make. Yet many people don’t have significant knowledge of financial products and worry about asking questions. We love questions. We consider them a hugely important part of us getting to know each other and finding you the best products. Please. Ask away.
The Edify Private Wealth Client Engagement Process enables us to build the right plan for you.
Once you agree your plan and we implement it, a key part of reaching your financial goals is undertaking a regular review of performance. Together with you, we consider the potential impact of any changes in your circumstances and/or in the marketplace on your plan then modify it if appropriate.
By engaging Edify Financial Group and taking advantage of our on-going Client Management Service, you can be sure of regular financial check-ups, access to new ideas and a team committed to helping you meet your goals.
Your 12 month Client Management Service is paid through a fee arrangement and can include:
A complete (biennial, annual or 6 monthly) review of your financial plan
Telephone and email access to your adviser (response within 48 hours)
Access to a ‘second opinion’ to consider new opportunities from any source
Strategic updates to your accountant or any other professional adviser
A quarterly newsletter providing updates and commentary on financial planning, tax and other topical issues.