Personalised Financial Planning
How we can help you
A personalised financial plan can make a huge difference to your financial security now, and ensure financial freedom in the future. Our 4-step plan is tailored to your specific requirements, and we will do what we can to keep you on track. Contact Carey Group today to start the process.
Initial Consultation
The first step is to have a ‘discovery’ session where we get to know your financial situation: your income and expenditure, your investments and risk aversion, your current lifestyle and your plans and dreams for the future. This enables us to develop a plan to bring your goals within reach.
Recommendations
Once we understand you a little better, we take some time to develop a strategy for meeting your goals. This could involve any number of recommendations, including: insurance, investments, property, expenditure and savings, superannuation, retirement and estate planning, and more.
Implementation
If you agree with our recommendations, you then give us permission to implement some or all of these changes on your behalf. Some processes you will need to undertake yourself, but we will give you the guidance and information you need to make it as smooth as possible.
Keeping you on track
Just like anything else in life, a little motivation along the way keeps us going. That’s why we will stay in touch to ensure the new plan is working for you. If anything needs to be adjusted, just let us know. Our ultimate goal is the financial freedom of our clients, so we will do what we can to keep you on track.
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.