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.
Initial Consultation
The initial step in developing a personalized financial plan with Carey Group is the ‘discovery’ session, where we take the time to understand your current financial situation. During this session, we will discuss your income and expenses, investment portfolio, risk tolerance, lifestyle, and your plans and aspirations for the future. This information is essential in developing a customized financial plan that is tailored to meet your unique needs and goals. By understanding your financial situation and aspirations, our team can identify opportunities and develop strategies that will help bring your goals within reach.
Recommendations
After the discovery session, our team at Carey Group takes the time to develop a customized strategy that aligns with your financial goals and aspirations. We consider a variety of factors, including your current financial situation, your risk tolerance, and your long-term objectives. Based on this information, we may recommend a range of financial solutions to help you achieve your goals. These recommendations could include insurance, investment options, property acquisition, expenditure and savings management, superannuation, retirement planning, and estate planning.
Implementation
If our recommendations align with your financial goals, we will seek your permission to implement the changes needed to achieve those goals. Some processes may require your input, but we will provide guidance and support to ensure that the process is as seamless as possible. We will work closely with you throughout the implementation process to ensure that the recommended changes are executed effectively and efficiently. Our team will provide ongoing support to ensure that you stay on track towards achieving your financial goals
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.
Experts in the field
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.