We turn our knowledge into great outcomes for our clients
Our business is built on long-term relationships. Our clients choose to work with us not only because we are experienced and qualified, but because we turn that knowledge into excellent results.
Our clients also choose us because we care. Unlike major investment banks we proactively manage our clients finances, leaving them free to get on with enjoying what matters in their life.
Our clients range from business owners to busy professionals, as well as retirees (or those nearing retirement). Every one of our clients is unique, and so too is the advice we provide them.
At Edisons Global, we are proud to work with many small to medium sized business owners. Having owned small businesses ourselves for a number of years, we have first-hand knowledge of the complexities and pressures that come with business ownership. We work with business owners to intimately understand their situation, and to provide holistic advice that maximises their overall financial position.
Busy executives are typically time pressured, but want advice that allows them to capitalise on their career success. We work with these clients to identify their financial goals and develop unique financial plans that best support these. Given the nature of their work, our Executive clients typically appreciate clear and direct advice.
Amongst our clients at Edisons Global, we also look after many retirees who want to ensure that their financial security for the future. We provide guidance and advice for clients who are transitioning to, or considering, retirement. We give our clients the information they need to make decisions that support their goals.
Another large group of our clients are medical professionals, both private and public. Typically, these clients manage demanding workloads and have limited time to deal with their finances. We work with these professionals to intimately understand their entire situation, and then provide them with tailored advice to best support their position.
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