Wealth Management

Edney Ryan Wealth Management combines best-in-class financial management expertise, reporting and research, with personalised service, customised advice and full transparency.

Clients benefit from a collaborative team of financial planners who are specialists in superannuation, SMSF’s, retirement planning and portfolio management.

 

The Advantages of Edney Ryan Wealth Management:

Partnership with Clients

We offer our clients a highly-personalised service. We view each client relationship as a long-term partnership, where we can provide the best outcome by tailoring our advice to your specific financial goals.

Keeping Clients Well-Informed

We ensure our clients have regular access to balanced and credible information about important issues, such as economic outlooks and legislative changes which may impact your investments.

Research

Independent research is essential to maintaining a high level of professional service. We draw upon the highly respected independent research house Morningstar to support the recommendations we make to clients.

Scope of Advice

We can access and provide advice on over 1200 financial products and services from leading Australian and international product providers. This provides our clients with an incredibly wide range of investment opportunities, from which we can select those that best meet your financial objectives.

Security

As an authorised representative of Hillross, one of Australia’s premier wealth adviser firms, we are backed by AMP, one of the best-known financial brands for over 160 years.

Fee Structure

We are a fee-for-service practice, considered within the industry as the optimal remuneration structure. This means, similarly to other professional services like lawyers and accountants, we charge with complete transparency, for the provision of our expertise and services.

Excellence

We have been recognised by Hillross in 2017 when Kate O’Brien was named as the Hillross Adviser of the Year, and in 2018 when Edney Ryan Wealth Management was named Advisory Firm of the Year. These national awards recognise the firm or adviser which has demonstrated the highest standards of professionalism, operational excellence, superior client service, advice delivery and implementation.