Our Process

The Chase Edwards Process
 

One of our Client Liaison consultants will visit you in the comfort of your own home at a time most suited to you.  The consultant will help you to identify your medium and long term goals such as: 

• How much tax are you paying and would you like to learn ways to reduce this? 
• Would you like to learn how you could pay off your home loan in ten years or less? 
• When do you intend to retire? 
• How much income do you need for retirement? 

The consultant will complete a detailed questionnaire about your current financial circumstances for review and assessment prior to your appointment with a Wealth Strategist at our office. 

When  you attend this appointment, the Wealth Strategist will present a thorough analysis of your current financial position, and a specific plan which will detail: 

• An analysis of your current home loan
• A strategy to accelerate repayment of your home loan
• How to reduce the amount of tax you pay
• How to build a portfolio of assets which will provide you with a tax free income in retirement.

Why Partner with Chase Edwards?
 

Chase Edwards specialize in providing our clients with a road-map for financial security.  Our company is built on a philosophy which is centred on developing long-term relationships with our clients by striving for excellence in our service to you.  

Our experienced team of staff work closely with our alliance partners on your behalf, in areas such as Finance, Property Management, Accounting, Law and Financial Planning to develop a plan to Build Wealth for your Future.