Wealth Management

Edney Ryan Group introduced Wealth Management to complete the suite of financial services we provide for our clients. This division combines best-in-class financial management structures, reporting and research data with personal service, customised advice and full transparency.  You are not just a number and we are not just a voice on the telephone.

  •  Access to Your Advisor

Our management system is designed to maximise service to our clients.  We assign a specialist advisor to each portfolio and also ensure that the entire Edney Ryan Wealth Management team is conversant with our clients’ portfolios so we can respond to enquiries at any time.

  • Research

Independent research is essential to maintaining a high level of professional advice. We subscribe to van Eyk and Morningstar as we believe these are the best truly independent research houses. We can access and provide advice on over 1200 financial products and services from leading Australian and international product providers.

  •  Information Update Service

We send our relevant information to clients to keep them informed about important issues, such as changes to superannuation. We also send timely economic information to help counter ill-informed or over sensationalised media reporting.

  • 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, consistent with the planned “Future of Financial Advice” reforms. You know in advance how much you will need to pay for any services and agree to any costs before you incur them. Our clients can be assured that we are neither product nor commission driven. Should an investment pay a commission, wherever permitted by fund managers, we will rebate this commission to you.