Malanda Financial Planning
How we can help you
Financial Planning
The dedicated group of financial planners in Malanda at Carey Group provides unrivalled knowledge and experience in wealth management solutions that are intended to meet your financial goals.
We’ll guide you through the intricate world of financial planning and help you take full advantage of all the available possibilities for investment. With well-informed financial guidance and a prudent investment plan, we will support you as you work towards financial achievement.
Our Services for Financial Planning
Our skilled Malanda financial advisors will create customised plans to protect, increase, and improve your wealth. Among our specialities are:
- Self-managed Superannuation Fund (SMSF) Management
- Tax optimisation techniques to lower your taxable income
- Preparing for retirement
- Preserving wealth with personal insurance
- Choosing assets to build wealth
Our Four-Step Method
In order to guarantee your financial security both now and in the future, we provide a tailored financial planning service. Understanding the unique nature 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 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 Malanda is to assist our clients in achieving total financial freedom.
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 Malanda, 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 an adequate asset portfolio for your financial well-being, personal insurance, and choosing the best investment frameworks.
The clever structuring 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 assist in minimising risk.
Planning for Every Stage of Life
At Carey Group, your adviser is dedicated to building a wealth management plan that promotes your quality of life in addition to helping you reach your financial objectives.
Your focus on 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 each step.
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 Malanda financial planner today.
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.