General Services

We know you're busy. That's why we're doing all we can to make it easy for you to manage your finances. Whether you're a novice or an experienced investor, or just enjoy tracking your progress, we've made it possible for you to decide how and when you get your information.

At Edward Jones, it's all about service
We believe that investing is all about planning. Whether your goals are short, long or a combination of both, we can help. To learn more about our account services, visit the following:

Personal Financial Organiser
From your most basic to your long-term goals, the Personal Financial Organiser is a great way to prioritise and monitor your progress.

Portfolio Review
We wouldn't talk about diversification of your assets so much if it wasn't such an important part of helping you achieve your goals. Schedule a review at least once a year to help ensure that it is balanced and on target with your goals.

Systematic Investing
Consistency is an important part of long-term investing. Now you can contribute a consistent amount each month to stay on track with your savings goals. (NOTE: There are transaction and service fees associated with this service.)

Retirement Planning
We use specially designed software that helps you answer some basic questions, such as; How much will I need? When can I retire? What should I do today?