Our investment strategies are considered, selected and tailored to the unique and specific needs of each client.
Our approach to investment management is considered and designed to withstand and benefit from market cycles.
By taking a considered and well planned approach, without relying on making forecasts or predictions, our clients are well placed to exceed their objectives throughout different market cycles. We firmly believe in the long-term benefits of educating our clients and place an emphasis on communication and trust.
We work with you to identify your individual investment needs and help manage your portfolio according to your attitude towards risk. We then develop a unique investment portfolio to meet your long-term needs across different sectors and asset classes. One of our main goals is to ensure you have access to sufficient liquidity to meet your short-term needs.
We focus on minimising investment costs, using transparent and tax efficient investments that provide you with the best opportunities in various asset classes. We avoid complex investments and only recommend products that have thoroughly researched and analysed
Our exploration isn't limited to Australia. We consider opportunities both domestically and internationally depending on the needs of our clients.
At Edisons Global we don't receive any commission from the products we provider, nor do we have any in-house investment options to choose from. As a result, we are free to pick and choose the investments that are in your best interests, with each one given equal scrutiny before entering your portfolio.
At Edisons Global, we partner with global research houses to ensure that we have continual access to the best information available, enabling us to make market-leading recommendations for our clients and their families.
Our clients' assets are held by large, established third party custodians that are regulated for maximum security. Importantly, your assets are held separately to ours and the custodians so they are safe from claims against either party.
We provide comprehensive, long-term advice that is regularly & proactively reviewed.
Read moreOur clients benefit from knowing their investments are structured to minimise unnecessary taxes and risks.
Read moreRetirement planning is less about leaving work and more about gaining financial independence so that you have options in later life.
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