About us
EMFS was formed in 2001 originally to service the financial planning needs of the clients of Nexia Edwards Marshall, Chartered Accountants. In addition, we now service clients referred by other accounting firms, lawyers and clients who are not serviced by Nexia Edwards Marshall. We manage funds totalling about $650m on behalf of clients.

What makes us great?
We consider that our extensive experience, diverse backgrounds, our requirement for our advisers to have a high level of education coupled with our strong understanding of taxation sets us apart in the financial planning space and allows us to deliver clever, highly thought out and considered solutions.
 

How does this help you?

At Edwards Marshall Financial Solutions (EMFS) you benefit from objective, specialist advice within a holistic financial framework. Our team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right strategies, structures, products, and investments to develop a financial plan that suits your individual goals and life-stage.
 

We embrace knowledge and have high internal standards. This is reflected in the financial plans we prepare, and you can be confident that we know what we are talking about. We charge using a ‘Fee for Service’ structure which means that we focus on the quality of our service rather than a percentage of your portfolio. The service and corresponding fee is tailored to your personal situation.
 

We understand life changes. Regular reviews are designed to meet changing goals, personal circumstances, and life-stages – as well as taking the time to communicate market conditions, investment products, tax laws and legislation changes. All of this ensures your financial plan remains current, sound, and achievable.
 

It doesn’t matter how simple or complex your situation is, we can (and want to!) help you to achieve your goals. We use our integrated knowledge and experience to provide you with a tailored financial plan that meets all your stated objectives.