Personalised strategies. Practical guidance.
How we can help you
Your goals and circumstances are unique. Our advisers create tailored financial strategies that fit your life – whether you’re planning for retirement, growing wealth, protecting your family, or simply seeking clarity and confidence in your financial decisions.
Discovery
We begin with a detailed conversation to understand your financial position, goals, and priorities. This includes reviewing your income, assets, liabilities, and lifestyle objectives. We will also clarify what advice you need, whether it is a single issue or a comprehensive plan, and outline the process so you know exactly what to expect.
Strategy & Recommendations
Using the information gathered, we develop a tailored strategy designed to help you achieve your goals. This may include superannuation planning, investment options, insurance protection, estate considerations, and cash flow management. We will explain the reasoning behind each recommendation, outline potential risks, and provide projections so you can make informed decisions.
Implementation
Once you approve the strategy, we take care of the practical steps including setting up accounts, completing paperwork, and liaising with product providers. If you have other professionals such as accountants or lawyers, we will work collaboratively to ensure everything aligns with your broader financial and legal framework.
Ongoing Advice & Reviews
Your circumstances and legislation can change over time. We offer regular reviews to keep your plan on track and adjust strategies as needed. This ongoing support ensures your financial plan remains relevant and continues to meet your objectives.
What We Help With
- Retirement planning including scenario modelling, super optimisation, and income strategies
- Superannuation and SMSF including contributions, investment approach, compliance, and trustee guidance
- Investing including portfolio design, diversification, and risk management
- Personal insurance including life, TPD, trauma, and income protection
- Cash flow and debt including budgeting frameworks and debt structuring
- Estate and succession planning including aligning structures and beneficiaries with your wishes
- Aged care considerations including funding options, means testing, and family planning
How Our Fees Work
Our fees are tailored to your needs and the complexity of the advice. We will provide a clear, written quote before any work begins. Depending on your situation, fees may include an initial advice fee, implementation fee, and ongoing service or review fees. We will explain these in plain language during your first meeting.
Why Carey Group
Local insight and broad capability
Integrated support alongside accounting and business services
Licensed and professional advice under our authorised licensee
Long-term partnership with proactive reviews
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: Privacy-Policy-for-Endure-Wealth-Pty-Ltd.pdf
Experts in the field
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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.