Edward Jones-Bateman | Private Wealth Adviser
“I’m passionate about generating the best possible results for my clients in an un-conflicted manner, while keeping their costs low and giving them access to what I believe are some of the best investments globally.”
About Me
✔ Are you looking for an expert adviser to help manage your wealth?
✔ Do you lack the time or know-how when it comes to investment management?
✔ Are your current investments underperforming?
✔ Are you fed up with the volatility of the share market and looking to invest in alternative asset classes?
✔ Do you need help managing your investment portfolio’s performance, risk and volatility?
✔ Are you looking for more income now and during retirement?
I am a seasoned Private Wealth Adviser at River X, and work with wholesale investors, high net-worth individuals & family offices seeking comprehensive solutions in Wealth Management, Corporate Advisory and Commercial Real Estate.
My dedication to transparency is the cornerstone of my practice. I believe in keeping clients well-informed by consistently communicating market conditions, news and global financial data. My top priority is always risk-management, with a focus on delivering high-quality investment opportunities that strike a delicate balance between growth and yield.
Why Me?
Edward & River X’s proven track record of success and commitment to transparency ensures that our clients always know where their investments stand.
Choose us if you are looking for:
✔ Non conflicted advice
✔ Low brokerage fees
✔ Strong interest alignment
✔ Access to some of the top performing funds (including funds that are invitation only) across an array of asset classes
✔ Access to both traditional and alternative asset classes, including local and international shares, private credit/debt, commercial real estate, hedge funds, private equity and venture capital. Of late, we have found these alternative asset classes are generating consistent above market returns when compared to the ASX 200
✔ A boutique service
✔ Access to Edward, an experienced, trustworthy and ethical adviser
Whether you are a seasoned investor looking to diversify your portfolio or someone new to investing, Edward is here to help.
How I Work With Clients
Step 1: Initial Consultation
Our first meeting serves as a strategic call, offered complimentary to you.
This initial meeting provides us with a solid foundation to better understand the risks and merits of your current investment portfolio and to introduce additional investments for you to consider to help you build a superior portfolio, while also providing you the opportunity to get to know our team.
During this session we will also explore macro & micro-economic trends in the financial markets and subsequently conduct a comprehensive analysis to evaluate and compare risks and potential returns across various asset classes, with a focus on capital preservation, income generation and growth prospects.
Step 2: Asset Allocation Strategy
Our second complimentary meeting involves putting together an asset allocation strategy. During this step, we carefully craft an investment portfolio designed to span the next three to five years.
By taking advantage of this complimentary service, you can feel confident knowing your investments are structured taking into account liquidity, capital preservation, asset class, volatility, risk, income yield and total target returns over the coming years.
Step 3: Strategy Implementation and Ongoing Support
This step is all about putting the strategy into action where we ensure a seamless transition into the new investment plan. Additionally, we also conduct quarterly ongoing reviews to assess performance, make any necessary adjustments and keep you informed about market updates, portfolio developments and new investment opportunities as they arise.
Our commitment to providing ongoing contact ensures that you stay connected with us for any immediate needs or questions. This continuous support not only offers financial guidance but also provides you with peace of mind, knowing that seasoned professionals are diligently caring for your assets on your behalf and are only one call away.
Free Webinar
Do you want to learn how to optimise your investment strategy?
Get access to our FREE webinar, where you will learn about valuable investment opportunities during periods of market volatility. Wealth adviser, Edward Jones-Bateman, discusses three essential asset classes designed to help safeguard your capital, generate regular monthly and quarterly income, and potentially enhance your income yields by over 10%.
If you are seeking asset classes with a proven track record of consistently outperforming the ASX 300 index over the past 5 years, don't miss this session.
Let’s work together
Interested in working together? Please fill out your details and I will be in touch shortly.