Financial Planning

Personalised strategies. Practical guidance.

How our financial planning team can help you

 

Our financial planning team provides straightforward, personalised advice to help you manage your money with confidence. We take the time to understand your goals, your current position, and what’s important to you. From there, we build a clear plan that’s easy to follow and reviewed regularly as your circumstances change.

Whether you’re preparing for retirement, growing your wealth, or wanting a better structure around your finances, we offer guidance that is transparent, achievable, and backed by experience.

 

Get in touch with us today

 

Areas of service

Retirement Planning

We help you understand what retirement could look like, how much you might need, and the steps to take to get there. Our advice is practical, tailored, and focused on creating a sustainable retirement strategy.

Superannuation and SMSF Advice

Superannuation plays a major role in long-term planning. We assist with contribution strategies, investment considerations, and SMSF structure and compliance, ensuring your super is working efficiently for your future goals.

Investment and Wealth Creation

We help you build a long-term investment strategy that aligns with your goals and your comfort with risk. Our approach is disciplined, research-driven, and based on sound financial principles.

Personal Insurance

Protecting your income, family, and financial position is an essential part of planning. We advise on life, TPD, income protection, and trauma cover to ensure your protection is appropriate and cost‑effective.

Cashflow and Financial Structure

A strong financial plan relies on clear cashflow and good structure. We help you organise your finances so you can maintain your lifestyle today while progressing toward longer‑term goals.

Estate Planning Guidance

Working alongside legal professionals, we support you in setting up an estate plan that reflects your intentions and considers tax and beneficiary outcomes.

Why Choose Us

Get In Touch

  • 75 years supporting NQ

  • Local, experienced teams

  • Full-service financial planning & advisory

  • Practical, straightforward, outcome-focused

Important Disclosures

 

General Advice Warning

The information on this page is general and does not consider your personal objectives, financial situation, or needs. Please seek personal advice before acting.

 

Licensing

Carey Group provides financial planning under Endure Wealth, AFSL 516435.

 

Fees

Fees are tailored to your circumstances and will be explained before any work begins.

 

Privacy

We handle your personal information in accordance with our Privacy Policy.

 

Our experts in the field

Platforms we use

A Guide to Starting a New Business

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, 4810Email: info@endurewealth.com.auPhone: 07 4760 5900We 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, 3001Email: info@afca.org.auPhone: 1800 931 678Where 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.

 

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.

Let’s Chat

With over 75 years of combined experience, our team is ready to take on your accounting and financial matters with accuracy and focus.

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