Edify Planning

Edify Planning, assisting clients to build, protect and enjoy their future.

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.

We follow a simple, proven approach with all our clients, the Edify Financial Group Client Engagement Process.

Step One

Establish your Goals and Objectives

Step Two

Assess your Current Situation

Step Three

Research and Analysis of Information

Step Four

Recommend a Plan of Action

Step Five

Implement your Plan

Step Six

Review your Plan Regularly

Working with you, we’ll identify the mix of solutions, products and services best suited to your needs then develop an integrated plan covering the financial areas you want us to make recommendations on.

  • Superannuation including Self Managed Superannuation Funds
  • Wealth Creation & Management
  • Salary Sacrifice
  • Government Debentures,Stocks or Bonds
  • Securities
  • Basic and Non Basic Deposit
  • Risk Managment
  • Aged Care

How we can help

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.

 

Our Services
Our Approach
Our Services
Client Management
Client Management Services

  • Portfolio Management
  • Inheritance Tax & Estate Planning
  • The Edify Private Wealth Planning
  • Edify Private Wealth Planning, helping clients build protect enjoy build their future.

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.

We work closely with you and carry out research to understand your needs and wishes.