You run your business.
We'll handle the rest.
Smart consolidated financial advice complemented by wise investment selection at the core of how we help you create wealth and preserve assets.
Low-Cost Solutions Aligned to Your Risk Profile
FirstEden is committed to a well-balanced blend that suits your evolving lifestyle and brings peace of mind through every market cycle.
Exchange Traded & Fixed Interest Funds: Access to a myriad of companies tailored to smooth out volatility.
Tactical Global Blend: Australian and international shares, emerging markets, small global companies, and gold.
Risk Management Buffers: Agreed cash reserves and dividend streams that comfortably guide you through market fluctuations.
Blue Chip Equities: Proven Australian companies selected for reliable, long-term capital growth.
Appropriate Protection at the Right Market Price
At FirstEden, we research the entire market to ensure you and your company have the exact cover you need without overpaying. We assist with claim management whenever required.
Building Your Core Asset with Strategy First
Superannuation rule changes can be complex. FirstEden leaves nothing to chance, emphasizing strategic structuring rather than selling financial products.
- Target super balance modeling to maintain your lifestyle into retirement
- Tax-effective contribution strategies (concessional & non-concessional)
- Transition to Retirement (TTR) planning for smooth career exits
- Hands-on strategic investment management and tax optimization
Estate Planning
For complete peace of mind, a good estate plan considers pensions, powers of attorney, assets in your name, joint holdings, and private companies or family trusts.
FirstEden works closely with tax advisers and solicitors so your wishes are legally bound and assets transfer to the right beneficiaries without costly shortcuts.
Self-Managed Super (SMSF)
SMSFs offer investment flexibility and control. While a minimum balance of $250,000 is usual to establish an SMSF, FirstEden evaluates whether this strategy aligns with your specific goals.
We rigorously assess ongoing running costs to ensure they remain minimal, allowing your SMSF to deliver maximum long-term return.
"Harry supported us, guided us, but most importantly provided us with the information to set up our retirement pension fund. Without his knowledge and understanding, we would not be in the best position we are now."