Personalised Financial Planning
How we can help you
At Carey Group, we understand that every client has unique financial goals, challenges, and aspirations. Our financial planning service is built around a personalised approach that puts your needs first. Whether you’re preparing for retirement, growing your investments, or seeking clarity around your financial future, our experienced advisers are here to guide you with confidence.
We begin with a discovery session to understand your current financial position, lifestyle, and long-term objectives. From there, we develop a tailored strategy that reflects your goals and risk profile. This may include investment advice, superannuation planning, estate planning, insurance, and other financial solutions. Once you’re comfortable with the plan, we support you through implementation and provide ongoing advice to ensure your strategy evolves with you.
With offices across Queensland, including Townsville, Cairns, Ingham, Malanda and Brisbane, our team combines local insight with deep expertise. We’re committed to helping you make informed financial decisions and achieve lasting financial wellbeing.
Initial Consultation
We begin with an initial conversation to understand your current financial position, lifestyle, and future aspirations. This session is designed to uncover what matters most to you – whether it’s retiring early, growing your investments, protecting your family, or building a legacy. It’s also an opportunity for you to ask questions and get a feel for how we work.
Recommendations
Once we understand your goals, we craft a personalised financial strategy tailored to your needs and risk profile. This may include recommendations around superannuation, investment portfolios, insurance, estate planning, and cash flow management. We take the time to explain each element clearly so you feel confident in the direction we’re heading.
Implementation
With your strategy in place, we move into action. Our team works closely with you – and any other professionals involved, such as accountants or lawyers – to ensure everything is set up correctly and efficiently. We handle the details so you can focus on what’s important, knowing your financial plan is being executed with care.
Keeping you on track
Financial planning isn’t a one-time event – it’s a long-term partnership. As your life evolves, so should your financial strategy. We provide ongoing advice and regular reviews to ensure your plan stays aligned with your goals. Whether there’s a change in legislation, market conditions, or your personal circumstances, we’re here to help you adapt and stay on track.
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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.
Contact our Team
With over 74 years in the industry, our team is ready to take on your accounting and financial matters with accuracy and focus. Contact us today.