Personalised Financial Planning
How we can help you
Having a personalised financial plan can be a game-changer when it comes to your financial security now and in the future. At Carey Group, we believe that each client has unique financial goals, aspirations, and challenges, and as such, we offer a 4-step plan that is tailored to meet your specific requirements.
Our team of financial experts will work closely with you to understand your current financial position, identify your goals, and develop a personalised plan that aligns with your aspirations. Our four-step plan includes setting financial goals, creating a financial roadmap, implementing strategies to achieve those goals, and regularly reviewing and adjusting the plan to ensure that you remain on track.
We are committed to helping our clients achieve financial freedom, and our team will do everything possible to ensure that you remain on track to achieving your financial goals. Contact Carey Group today to start the process and take control of your financial future.
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
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
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.