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Accountant Partnerships |
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What our clients have to say ... "Living a very hectic life, it is difficult to find the time to address the many challenging financial management issues we face. Eden Wealth Management have taken this very important activity in our life and made it simple, easy and exciting. The initial consultation process was time consuming but the ultimate objective and vision was made very clear for us to understand. Now the set up phase is complete, I can confidently say we are in a far better financial position than we were without EWM, both from a structure and a financial perspective. The best part about the journey to date has been firstly the enjoyment in working with such an amazing team and secondly growing and learning better ways to structure our wealth." |
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Eden successfully works with accountants, financial planners, and other professionals in assisting them to build a leading edge wealth management service. We call this the Eden Wealth Partner Program.Our partner services model can transform and add significant value to an existing professional services firm by creating a wealth management practice owned by you, and supported by Eden's integrated process, technology, service, client education, and compliance program. Our partners enjoy the fact that they can build a wealth management practice that provides an income stream and increased business asset value without the compliance cost and pain. Eden in this sense provides a 'wealth practice in a box' with a proven methodology and service model. Eden's service model reflects your current fee-for-service advice culture. We provide a direct investment model that lowers costs for your clients, and also provides access to our proprietary wealth management software tool that enables your clients to manage their cashflow and investments. This allows you to provide a high-demand service with a point of difference. For further information about the Eden Wealth Partner Program, please contact Robert Palma or Mark La Bozzetta on 03 9572 0524 or fill in the form below. |
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