Edge Specialist Ex-Pat Advice Network: Security Through Diversification
Edge Specialist Advice Network was established to fill a crucial gap in the financial advisory market for expatriates. As a global company specializing in offshore financial advice, we ensure our clients’ assets are strategically diversified to secure their financial future.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
A strong planning process is the best way to create a financial plan more confidently. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Founder
An expat myself for some years; I lived, worked through and witnessed the effects of 2 global market corrections and periods of multiple product “miss selling” on unsuspecting investors. As well as understanding that the employee benefits provided to current ex pats are not as they once were. My role is to protect as well as to provide achievable growth of my client’s assets. Ensuring active client participation and knowledge of our processes are paramount features in my service offerings.
Edge Specialist Advice Network operates as a subsidiary of NEBA Wealth Management, collaborating closely to provide clients with comprehensive wealth management services. We also maintain strategic partnerships with specialized firms focused on alternative investments, allowing us to offer premium financial guidance while providing access to exclusive products beyond NEBA's standard offerings.
When consulting with our clients, the cornerstone of our approach is always diversification. "Creating security through diversification" isn't just our motto—it's our fundamental strategy. We advocate for allocation across all major asset classes to achieve truly balanced portfolios, including often-overlooked investments.
What sets us apart...
Edge Specialist Advice Network
+61 428932584
scottb@edge.net.au
09:00am 5:00pm
We are an experienced advisory firm small enough to be able to provide you with the highest level of personalised service and yet large enough to have the breadth and depth of skills and specialist networks to provide quality ex-pat advice.
NEBA Private Clients is licensed to operate in multiple regions. NEBA Private Clients Pte Ltd Singapore Licensed by the Monetary Authority of Singapore; NEBA Insurance Brokerage is registered with the Central Bank of UAE; NEBA Private Clients Financial Advisors LLC is licensed by the Securities and Commodities Authority (SCA) UAE; NEBA Private Clients Ltd is registered with the Labuan Financial Services Authority (LFSA); NEBA Private Clients (PTY) Ltd. authorised by the FSCA in South Africa.
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"At Edge Specialist Advice Network, we believe that everyone has the right to Financial Security & Freedom. Our mission is to be the lead in your team of Advisors that sets you and your family onto this path. "