For Professionals and Investors

Grow and Protect Your Earnings

For busy Professionals and Investors, we can take the time and effort out of managing your financial affairs. Let us help to ensure that you are fully maximising your earning potential and that you have appropriate protections in place.

We have been able to draw on the four areas of expertise in the Edney Ryan Group; Chartered Accounting, Legal, Wealth Management and Mortgage & Finance to help  professionals and investors get ahead.

Your Career

  • Legal advice about your rights as an employee, including ETP’s, employment contracts
  • Director’s indemnity advice, shareholder and partnership agreements.

Your Income

  • Fully utilising applicable taxation strategies
  • Income protection to maintain your standard of living if you are unable to work for a period of time

Managing Your Wealth

  • Smart investment strategies, matching your investment portfolio to your risk profile and investment goals
  • Starting or managing a share portfolio
  • Tax and legal matters regarding purchasing, managing and selling investment properties
  • Superannuation strategies, extending to an SMSF if that is appropriate for you

Protecting Yourself and Your Investments

    • Personal insurances such as life, trauma and total & permanent disability insurance
    • Estate planning; keeping your will up to date, powers of attorney, advance health directives
    • Asset protection advice particularly for professionals at risk of being sued during their career

Your Next Step

To discuss your specific investment objectives and needs, give us a call on (02) 9908 9888.

Read our articles