Edan Wilson who is a qualified Finanaical Planner and a represatitive of Australian Unity, has been working in collaboration with Fusion Financial Group for the last six years. After eleven years of practicing as a financial planner, Edan’s clients value her as a well-credentialed, trusted adviser who has a lifetime commitment to her clients’ financial well-being.
Edan looks after an array of financial planning services including:
- Business and personal risk insurance
- Business succession planning
- Estate planning
- Superannuation planning
- Direct shares
- Self Managed Super Funds (SMSF)
Edan also specialises in developing strategic financial plans for clients who are:
- About to retire
- Facing redundancy
- In retirement
- Accumulating wealth
- Selling their farm or business
- Investing a lump sum
How can Financial Planning benefit you?
As a business owner, we believe you not only want to grow your business but you also want to grow your wealth and protect your assets. Financial planning is central to the wealth creation process and our strategic alliance with a financial planning group means we can service all your needs.
Financial planning involves formulating a strategy tailored specifically to your financial needs and takes into account your current financial resources, age, lifestyle, investment experience, risk profile and investment time horizon. It is a journey and in the early years when borrowings are high, spending must be carefully planned. In the accumulation years we see debt levels diminish and savings capacity increase. Finally, in the retirement years you reap the dividends from the careful planning in the previous phases.
The need for quality financial advice has never been greater. Evolving financial markets means more investment alternatives and greater complexity. You need an experienced financial planner that offers quality advice and service to secure and build your financial future. Our affiliated financial planning group offer you this service and they liaise with us on taxation matters to achieve the most tax effective solution for you.
Meeting with our financial planner Edan involves a series of meetings and discussions where stake you carefully through each step of the process:
- Initial Meeting
- Fact Finding (Information Gathering)
- Preparation of a Financial Plan (Statement of Advice)
- Meeting to Discuss the Financial Plan
- Plan Implementation
Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as your needs and circumstances change, they adjust the original strategic recommendations to accommodate the changes in your life. In consultation with you, they will regularly review the performance of your investments and make recommendations based on current trends, changes in laws and your personal circumstances. The frequency of the periodic reviews will be agreed with you depending on your particular needs.
What's the next step?
Please feel free to give our office a call where one of our friendly staff can book you an appointment with Edan to discuss your financial planning needs further. Call us today on (07) 3812 1745 or alternatively drop us an email: firstname.lastname@example.org.
(Authorised Representative No: 344683)