Edney Ryan Wealth Management has proven expertise and experience to provide comprehensive, coherent and integrated wealth management plans that incorporate all relevant investment entities.
We are able to provide independent advice on shares. We use research from several sources to ensure we see different points of view and have access to online trading as well as a broker where we can get wholesale brokerage rates.
Superannuation is one of the most tax effective investment environments available. Although superannuation is tax free after the age of 60 there are restrictions on the amount that can be contributed each year, so we are able to help in careful planning in order to maximise your benefit.
- 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. We are able to manage the whole process of accounting and investing within the Group. The integrated services of Edney Ryan ensure that the fund is run efficiently and reduces costs.
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.
- Managed Funds
We have access to independent research on managed funds by van Eyk and Morningstar. We are able to make recommendations on most types of funds, from retail savings schemes to wholesale funds.