WHO WE ARE
Edify Financial Group Pty Ltd was founded in 2016 following an expansion in our Wealth Division.
Our purpose is to care about people wellbeing and to deliver specialized and sophisticated financial advice and wealth creation for ambitious individuals and businesses.
Our mission is to empower clients and their families through financial clarity to navigate their financial futures toward achieving their financial goals today, tomorrow, and for years to come.
We strongly believes that Money loves Structure and Order and we are committed in helping you managing your wealth.
Life is a journey not a destination; we’ll help you navigate the journey.
Your story is exactly that: your story. It’s comprised of defining moments, life stages and financial goals. Navigating through life and meeting your wealth goals takes a professional who is as committed to reaching your financial destination as you are. No matter whether your financial journey has just begun, you need help managing the wealth you’ve accumulated, or you want to protect your wealth for generations to come, Edify Financial Group Adviser can help you develop and execute a plan to help achieve your ideal life. When you reach out to us, there is nothing more important than your vision. Together, we will help you accomplish what is important to you, and our holistic wealth advice process will create a road map to guide your journey.
By recruiting Edify Financial Group Advisers, you will have access to the following services:
- Setting your goals and objectives that are specific and measurable
- Superannuation including Self Managed Superannuation Funds (SMSF)
- Debt and financial problem solving to help you get better financial control
- Savings and budgeting to assist in the management of household cashflow
- Risk Insurance to ensure that you protect the things that matter
- Investments – growing and diversifying
- Healthcare strategies for health, aging and medical needs
- Estate Planning solutions for your family’s future
- Retirement planning
- Establishing financial structures and strategies
- Specialized Business Services
- Tax Strategies
Of course, every individual’s needs are unique, and your situation may require more specialized expertise. We offer services specially designed for:
Sophisticated and Ambitious Women in Business