Cairns Financial Planning
How we can help you
Financial Planning with Carey Group Cairns
At Carey Group, our experienced financial planners in Cairns deliver tailored wealth management solutions designed to help you reach your financial goals with confidence.
We simplify the complexities of financial planning, guiding you through investment opportunities and strategic advice to build a secure financial future. Whether you’re planning for retirement, growing your wealth, or protecting your assets, we’re here to help you make informed decisions every step of the way.
What we offer
Our Cairns-based financial planning team creates personalised strategies to protect, grow, and optimise your financial position. Our areas of expertise include:
- Self-Managed Superannuation Funds (SMSFs) – expert guidance on setup, compliance, and strategy
- Tax Optimisation – smart strategies to reduce your taxable income
- Retirement & Superannuation Planning – helping you retire with confidence
- Personal Insurance – protecting your wealth and loved ones
- Investment Advice – selecting the right investments to grow your portfolio
Our four-step planning process
We believe financial planning should be as unique as you are. That’s why we follow a proven four-step process to help you achieve long-term financial independence:
- Understand Your Situation – we assess your current financial position
- Set Clear Goals – we define what success looks like for you
- Create & Implement Your Strategy – we build a tailored plan and put it into action
- Review & Refine – we regularly check in to keep your plan on track
At Carey Group Cairns, our mission is to help you take control of your financial future—with clarity, confidence, and expert support.
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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Carey Financial Pty Ltd (ABN 62 082 511 493) is a separate legal entity operating under the Carey Group brand.
Carey Financial Pty Ltd is a corporate authorised representative of Endure Wealth Pty Ltd
(ABN 87 632 221 713 | AFSL 516435) and provides financial advice services in accordance with its licensing and regulatory obligations.
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.