Edwards Marshall - Adelaide - great people clients firm

Our aim is to guide you on the path to achieving your financial goals.

We start the financial planning process by gaining an understanding of your current financial position and of your short and long term goals in relation to lifestyle, family needs, working life and retirement.  Once we understand your particular goals, we develop a personalised strategy and plan that is appropriate for you.  That strategy will take into account the amount of risk that you are comfortable with embracing.  Some clients are comfortable with high-risk, large return strategies; other clients prefer more certainty that they will not lose any of their capital.

We combine our wealth of knowledge in financial markets and superannuation legislation with our close relationship with our accounting team to tailor strategies and build a plan and portfolio that meets your needs.  Some of the areas we can assist you with include:

• cash flow management
• claiming a personal insurance benefit
• direct investments, shares and income securities
• estate planning
• gearing strategies into property or shares
• insurance to back buy-sell agreements
• investment analysis
• life insurance (trauma, TPD, term, income protection)
• managed funds
• prescribed private funds
• retirement planning
• salary packaging
• self managed superannuation funds
• social security or Centrelink entitlements
• superannuation
• tax effective structuring and strategies
• wealth creation / protection

Edwards Marshall Financial Solutions Pty Ltd (EMFS) was formed in 2001 originally to service the financial planning needs of the clients of Edwards Marshall, Chartered Accountants.  In addition, we now service clients referred by other accounting firms and lawyers and clients who are not serviced by Edwards Marshall but who were referred by existing financial planning clients.  We manage funds totalling about $250m on behalf of clients.

EMFS is a corporate representative of Lonsdale Financial Group Ltd (Lonsdale).  Lonsdale holds the licence to provide financial planning services and product advice.  EMFS has three individual authorised representatives of Lonsdale.  They are Steven Wild, Grant Edwards and Brandon Yip. 

FinaMetrica - https://www.finametrica.com/Login.aspx

FinaMetrica Risk Profiling Questionnaire

FinaMetrica’s comprehensive financial risk tolerance test gives us a reliable in-depth  insight into your financial attitudes, values, motivations, preferences and experiences.  This link will send you directly to FinaMetrica’s Risk Profiling System where you can access and complete the questionnaire to determine your tolerance to risk.  If you require a username and password to the FinaMetrica site, please phone our office on (08) 8139 1111 and ask to speak to one of our financial planning support staff or, alternatively, please email us at emfsadmin@edwardsmarshall.com.au.

CommSec - https://www.comsec.com.au/default.aspx

Select this link if you would like to be directed to CommSec’s share trading site.  This site will allow you to view your share portfolio online, access the latest company news and research, view current share prices, etc.   If you do not have a CommSec share trading account and would like one established, please talk to one of our advisers today on (08) 8139 1111.  Alternatively, if you have a CommSec account and have forgotten your A/C No or Password, please phone our office and ask to speak to one of our financial planning support staff or email us at emfsadmin@edwardsmarshall.com.au.

Steven Wild
t: +61 8 8139 1135
e: swild@edwardsmarshall.com.au