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.

Fin Advice 4 step process step 1

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.

Fin Advice 4 step process step 2

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.

Fin Advice 4 step process step 3

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.

Fin Advice 4 step process step 4

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.

Experts in the field

Daniel Hogan - Partner - Financial Planning - Carey Group

Daniel Hogan

Partner

Chace Baulch - Financial Advisor - Carey Group

Chace Baulch

Financial Adviser

Louise Previtera - Senior Financial Planner at Carey Group

Louise Previtera

Senior Financial Adviser

Grant Matthews

Grant Matthews

Senior Financial Adviser

October 2025

Australia’s economy showed resilience in September, with inflation remaining sticky and the RBA holding rates steady at 3.6%. Headline CPI rose more than expected, from 2.8% to 3% prompting…

Financial missteps can mean missed opportunities

In a world of constant financial noise, from market updates and interest rate speculation to economic forecasts, it’s easy to feel overwhelmed and choose to do nothing.But inaction can be costly…

Protect what matters most

As the winter chill lingers, we look forward to the arrival of spring and brighter days ahead. Interest rates and tariffs continue to influence markets globally. In Australia, soft inflation data…

Are you ready for retirement?

As the winter chill lingers, we look forward to the arrival of spring and brighter days ahead. Interest rates and tariffs continue to influence markets globally. In Australia, soft inflation data…

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 70 years of combined experience, our team is ready to take on your financial matters with accuracy and focus. Contact us today.

Scroll to Top