Cairns Financial Planning
How we can help you
Financial Planning
At Carey Group, our dedicated team of financial planners in Cairns offers unrivalled expertise and experience in wealth management solutions that are customised to match your investing goals.
We’ll help you fully utilise all of the available investment possibilities and navigate the complicated world of financial planning. We will assist you in achieving your financial goals by providing you with knowledgeable financial advice and an appropriate investment plan.
Our Cairns Financial Planning services
Our knowledgeable financial advisors in Cairns will develop unique strategies that are intended to safeguard, grow, and enhance your financial assets. Our areas of expertise include:
- Management of Self-managed Superannuation Funds (SMSFs)
- Strategies for tax optimisation to reduce your taxable income
- Planning for retirement and superannuation
- Protecting assets with personal insurance
- Selecting investments to increase wealth
Our four-step process
We offer a customised financial planning solution to ensure your financial security both now and in the future. Recognising the uniqueness of each client’s financial goals, challenges, and desires, we provide a 4-step tailored plan for your path to long-term financial success. This strategy comprises evaluating your financial situation, setting goals, creating a schedule, implementing strategies, and reviewing the plan on a regular basis to ensure it stays on course. At Carey Group Cairns, we want to help our customers reach complete financial independence.
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.
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.
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.
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
At Carey Group, your adviser is dedicated to creating a wealth management plan that improves your quality of life in addition to helping you reach your financial objectives.
Our approach is to assist you in setting financial goals for the now and the future. To achieve these goals, we use a variety of investing strategies.
We focus on risk management, tax efficiency, building a sizable asset portfolio for your financial security, personal insurance, and choosing the best investment frameworks.
The clever arrangement of investments, liabilities, superannuation, and salaries are examples of tax-saving techniques. Investing in a variety of securities and keeping an eye on the performance of your portfolio will help to reduce risk.
Planning for Every Stage of Life
At Carey Group, your adviser is dedicated to creating a wealth management plan that improves your quality of life in addition to helping you reach your financial objectives.
Your attention to finances changes as you move through different stages of life. Our job is to put plans into action that support and preserve your money at every turn.
We provide in-depth guidance for important decisions throughout your 20s, 30s, 40s, and as you get closer to 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 Cairns 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
Email: info@endurewealth.com.au
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
Email: info@afca.org.au
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.