Brisbane Financial Planning

How we can help you

Financial Planning

Our committed team of financial planners in Brisbane provide unmatched knowledge and experience in wealth management solutions that are tailored to meet your investment objectives.

We’ll guide you through the complex world of financial planning and help you take full advantage of all the available investment options. With well-informed financial guidance and a prudent investment plan, we will support you as you work towards financial goals.

Our Services for Financial Planning

Our skilled financial advisors in Brisbane will create customised plans designed to protect, increase, and improve your money. Among our specialities are:

  • Self-managed Superannuation Fund (SMSF) Management
  • Tax optimisation techniques to lower your taxable income
  • Retirement and superannuation planning
  • Preserving wealth with individual insurance
  • Choosing assets to build wealth

Our Four-Step Process

In order to guarantee your financial security both now and in the future, we provide a tailored financial planning service. Understanding the distinctiveness of every client’s financial objectives, difficulties, and aspirations, we offer a customised 4-step strategy for your journey to long-term financial success. This plan entails assessing your current financial condition, establishing objectives, drafting a road map, putting tactics into practice, and periodically modifying the plan to stay on course. Our goal at Carey Group Brisbane is to assist our clients in achieving total financial freedom.

Fin Advice 4 step process step 1

Step 1 – Initial Consultation

The first step in creating a personalised financial plan at Carey Group is the initial consultation or ‘discovery’ session. This involves a thorough discussion of your current financial situation including income, expenses, investments, risk tolerance, lifestyle, and future aspirations. This information enables your financial advisor to craft a plan specifically designed to meet your unique needs and goals, identifying opportunities and strategies to achieve your financial objectives.

Fin Advice 4 step process step 2

Step 2 – Recommendations

Following the discovery session, we create a strategy tailored to your financial goals. We suggest financial solutions such as insurance, investments, property acquisition, budgeting, superannuation, retirement, and estate planning.

Fin Advice 4 step process step 3

Step 3 – Implementation

Upon your approval of our recommendations, we will initiate the necessary steps to meet your financial goals. While some actions may need your involvement, we’ll guide you to make the process as smooth as possible. We’ll collaborate with you to ensure effective and efficient implementation of the proposed changes, offering continuous support to keep you on track toward your financial objectives.

Fin Advice 4 step process step 4

Step 4 – Keeping you on track

We believe that staying motivated throughout the process is important, which is why we remain in contact with you to ensure that your new financial plan is working effectively. We understand that circumstances can change, so if any adjustments need to be made, simply inform us, and we will work with you to address the issue. Our ultimate objective is to help our clients achieve financial freedom, and we will do everything we can to keep you on track towards achieving your goals.

Our Philosophy of Wealth Management

Your advisor at Carey Group Brisbane is committed to developing a wealth management strategy that not only helps you meet your financial goals but also enhances your quality of life.

Our strategy is to help you establish present-day and long-term financial objectives. We employ a range of investing techniques to meet these objectives.

Our main areas of concentration are risk management, tax efficiency, selecting the best investment frameworks, accumulating a substantial asset portfolio for your financial security, and personal insurance.

Tax-saving strategies include the astute management of investments, liabilities, superannuation, and salary. You can lower your risk by investing in a range of assets and monitoring the performance of your portfolio.

Planning for Every Stage of Life

Your advisor at Carey Group Brisbane is committed to developing a wealth management strategy that not only helps you meet your financial goals but also enhances your quality of life.

As you go through different phases of life, your focus on money varies. It is our responsibility to implement strategies that safeguard and preserve your funds at all times.

We offer comprehensive advice for significant choices you make in your 20s, 30s, 40s, and as you approach retirement.

Contact our Team

With tailored advice and a steady approach to investing, attaining financial success is within reach. Discover more by contacting a Carey Group Brisbane financial planner today.

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Endure Wealth Pty Ltd Complaints Policy

What should I do if I have a complaint?

If you have any complaints about the services we have provided to you, you should take the following steps:

Contact your financial adviser or contact us by any of the following means:
Post: Po Box 2105, Townsville, QLD, 4810


Phone: 07 4760 5900

We will acknowledge your complaint within 24 hours of receipt if practicable to and we will try and resolve your complaint quickly and fairly.
If you need additional assistance to lodge a complaint, please use any of the above methods to contact us and we can engage accessibility services such as interpreters if required or we can assist you.
If the complaint can’t be resolved to your satisfaction within 30 days, you have the right to refer the matter to the Australian Financial Complaints Authority (‘AFCA’). Endure Wealth Pty Ltd is a member of AFCA. AFCA can be contacted on:
Post: GPO Box 3, Melbourne, Victoria, 3001


Phone: 1800 931 678

Where we need more time (for example due to complexity or difficulties investigating your complaint), we will write to you to let you know that we need more time, the reasons why and that you have the right to refer the matter to the AFCA is you are dissatisfied.

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