New Client Information

Independent Financial Advisers - Sydney

When you contact Edisons Global as a prospective new client, we take the time to find out about your situation, and give you an opportunity to understand how we work and what we can offer.

At Edisons Global, we like to work with our clients for the longer term. We are proud to be able to say that we have been partnering with most of our clients for a number of years.

Working with clients for the longer term is our preferred way of working, not only because of the relationships we form with our clients, but also because the best financial results can be achieved when we approach planning with a long term view.

With this in mind, when you contact Edisons Global as a prospective new client, we take a lot of time to find out about you and your situation. We also give you plenty of opportunity to find out everything you want to know about us, how we work, and what we can offer, so that you can be sure we are the right Financial Advisers for your long term.

Initial phone call

If you are interested in finding out more about becoming a client at Edisons Global, contact our office.
A team member will organise a time for you to talk to a Financial Adviser over the phone (this initial call typically takes 15-20 minutes)
On this call, you will have the opportunity to tell the Adviser about your situation, what prompted the enquiry and your unique individual needs. Your allocated adviser will provide you with an overview of what we may be able to offer
After thefirst call, it will be important for both you and the Adviser to decide whether there is a mutual fit for us to work together. You need to be comfortable that our approach and services are what you need, and that you would be happy to work with our team. On the other hand, we need to feel confident that we can deliver you with the financial advice required to deliver on your objectives. Most importantly for us is to know that we will add value to your financial position.
Assuming that this "fit" is a positive one, then the next step is to progress to the account opening stage
Sometimes there isn't a "fit" and we will be able to point you in the direction of other options

Initial client meeting

Your initial client appraisal is both obligation and cost free.
This appraisal provides us with an opportunity to discuss your financial goals and objectives, and to establish a detailed understanding of your current financial position.
During this stage, we will also provide you with a bit more information about Edisons Global, and provide you with some idea as to the areas where we may be able to add value to your situation.
This appraisal typically takes 30-60 minutes, and is completed by telephone and email
After the appraisal, if we think we can add value to your situation we will send you a an account opening link that will give you access to our online portal. At this point, you can confirm whether you wish to engage our services, and if so, our work on your financial plan begins!

If you would like to talk to our team about becoming a new client, please don't hesitate to contact us today.

02 7208 5087
info@edisonsglobal.com
ABN:67 625 191 719

Finding the right Financial Adviser is very important

Independent Financial Advisers - Sydney

Initial phone call

Initial client meeting

If you would like to talk to our team about becoming a new client, please don't hesitate to contact us today.

About

Services

Investments