EDC Wealth Management offers clients a strategic wealth management partner willing to work together to continually optimise financial outcomes.
Our relationships with our clients are paramount and we live by the core values of integrity, dedication, trust and professional service.
EDC advisers make the most of the best research available, filter out the noise from the real information and give our clients the facts in a way that simplifies and clarifies.
By partnering with EDC, clients have the peace of mind about their financial well-being. We manage the daily financial risks faced and help our clients live their lives they way they choose.
Strategic Expertise
We evaluate your current and desired financial and lifestyle aspirations and design a tailored strategic plan. This includes the formulation of investment and taxation strategies to suit your financial situation and achieve your goals.
Personal Ongoing Service
You will have your own personal EDC Private Adviser available for ‘on call’ contact as you are making financial decisions. Additionally you will agree on the regularity of reviews and contact to suit your needs.
Goals Based Approach
Your financial and lifestyle goals are clearly understood to model your personal wealth management situation. This allows us to design a plan to focus on areas in your control to achieve your goals.
Asset Class Management
At EDC Wealth Management we apply well regarded research and proven logical rigour to design your investment portfolio with asset allocation that is objective and informed.
Professional Collaboration
We work proactively with your existing professional advisers in the areas of legal, tax, accounting. stockbroking and insurance to ensure your total wealth management solution is working and optimised.