Retirement advice

Retirement planning is less about leaving work and more about gaining financial independence so that you have options in later life.

Retirement planning is less about leaving work and more about gaining financial independence so that you have options in later life.

At Edisons Global, we work with many clients who are already retired, as well as those who are preparing to retire in the next 5-10 years.

Our approach is to work closely with these clients to not only maximise their financial position and ensure they can achieve their retirement goals, but also to make sure they can enjoy their money in the here and now.

Financial independence

Retirement planning is less about leaving work and more about gaining financial independence so that you have more options in later life. At Edisons Global, we work with our clients in and leading up to retirement to ensure we can maximise their retirement goals and provide worry free financial security.

Goal establishment

As with all of our financial planning, our first priority is to work with clients to establish their goals. These goals then form the basis of our financial plans. Our number one priority is to help maximise your financial position at this phase of life.

Tailored plans

Every client is an individual and so too is the advice we provide.

Your personal retirement goals will dictate the financial plan we develop for you. As a truly independent financial advisory firm we are unconstrained in the strategies and products we recommend for you.

Proactive plan reviews

We bring an active and ongoing approach to managing your affairs. This means we are able to adjust for the changes in your life and the world as a whole. Whilst we always work with the long game in mind, we also proactively contact clients to make adjustments and improvements on a regular and ongoing basis.

More of our services

Investment management

Our investment strategies are considered, selected and tailored to the unique and specific needs of each client.

Read more

Financial planning & strategy

We provide comprehensive, long-term advice that is regularly & proactively reviewed.

Read more

Investment structuring

Our clients benefit from knowing their investments are structured to minimise unnecessary taxes and risks.

Read more

Passion. Expertise. Results.