Ingham Financial Planning
How we can help you
Financial Planning
Our dedicated group of financial advisors in Ingham offers unparalleled expertise and experience in wealth management plans customised to fulfil your investing goals.
We’ll help you fully utilise all of the available investment possibilities and navigate the world of financial planning. We’ll assist you in achieving your financial objectives by providing careful investment advice and well-informed financial advice.
Our Financial Planning Services
Our knowledgeable financial advisors in Ingham will develop unique strategies that are intended to safeguard, grow, and enhance your financial portfolio. 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 the right investments to increase wealth
Our Four-Step Method
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 plan comprises evaluating your existing financial situation, setting goals, creating a roadmap, implementing strategies, and regularly updating the plan to stay on course. At Carey Group Ingham, 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
Your advisor at Carey Group is committed to developing a wealth management strategy that not only achieves your financial goals but also enhances your quality of life.
At Carey Group Ingham, your adviser is dedicated to creating a wealth management plan that improves both your quality of life and your ability to reach your financial objectives.
Our approach is to work with you to set short- and long-term financial goals. To achieve these goals, we use various investing strategies.
Risk management, tax efficiency, choosing the optimal investment frameworks, building an asset portfolio for your financial security, and personal insurance are our primary areas of focus.
The management of investments, liabilities, superannuation, and salaries are examples of tax-saving measures. Investing in a variety of assets and keeping an eye on your portfolio’s performance will help you reduce risk.
Planning for Every Stage of Life
Your Carey Group Ingham adviser is dedicated to building a wealth management strategy that not only meets your financial objectives but also improves your quality of life.
Your financial emphasis shifts as you progress through life. It is our obligation to at times adopt measures to grow your portfolio.
We provide detailed assistance for major decisions you make in your 20s, 30s, 40s, and as you near 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 Ingham 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.