Edney Ryan Wealth Management has proven expertise and experience to provide comprehensive, coherent and integrated wealth management plans that incorporate all relevant investment entities.
Investment Advice
We are able to provide independent advice on investments including shares and managed funds.
For shares we use research from several sources and have access to online trading as well as a broker where we can get wholesale brokerage rates. Click here for more information.
We have access to independent research on managed funds by Morningstar. We are able to make recommend-ations on most types of funds, from retail savings schemes to wholesale funds.
Superannuation
Superannuation is one of the most tax-effective investment environments available. After age 60 it may even be completely tax free. Since there are penalties for making contributions over the thresholds determined by the Government, we can help carefully plan your superannuation contributions in order to maximise the tax benefits.
Self-Managed Superannuation Funds
The very complex area of self-managed superannuation (SMSF) is changing all the time but has great benefits for some people. Within the Edney Ryan Group we are able to manage the entire process of accounting and investing, ensuring that our client’s SMSF is run efficiently.
Personal Insurances
Managing financial risk by using insurances is a very complex area. We have access to independent research from Rice Warner and are able to use all the major suppliers of personal insurances to help protect our client’s financial future. Click here for more information.