EDC Wealth Management was established in 2001 and is privately owned by its three principals and directors, Michael Tobin, Bret Ambrose and Paul Goggins.
Collectively we offer over 50 years of industry experience. All principals and advisers are qualified Certified Financial Planners (CFP) and are specialists in particular fields to benefit our range of clients.
We operate independently with no alliances to provide our clients with individually tailored solutions to reach the best outcomes suited to specific needs and life aspirations.
The EDC Wealth Management difference in approach to other financial planning firms is our belief in the value of ongoing personalised service to continually optimise our clients’ financial positions.
By focusing on a ‘total financial picture view’, we don’t view investments and insurances as products to sell, but as necessary tools to build financial frameworks and certainty for our clients.
We start a new client relationship by concentrating on understanding the client’s current financial position and future lifestyle objectives.
We work with clients to manage ongoing changes including personal, financial, economic and legislative change. This means we can regularly re-evaluate strategies for relevance and maintain a rational focus to help make the right financial decisions.
Every client has an EDC adviser as a direct point of contact at all times. Each adviser keeps their clients well informed of their strategy’s progress along the way.
But one of the most important differences in our service is the flexibility we have in regularity of contact with our clients.
Our clients choose their level of contact with us, from the minimum annual review arrangement through to an unlimited level of regular but concise contact.
Our goal is to ensure our clients see the value in working with us to continually make the best financial choices to optimise their financial position.