Townsville Financial Planning
How we can help you
Financial Planning Townsville
Carey Group’s financial planning team in Townsville provides expert, personalised wealth management solutions to help you reach your financial goals. Whether you’re planning for retirement, growing your investments, or managing your superannuation, we offer clear, strategic advice to guide your decisions and build long-term financial success.
Financial Planning Services
Our experienced financial planners in Townsville offer tailored strategies to grow, protect, and manage your wealth. Our services include:
• Self-managed superannuation fund (SMSF) advice
• Tax-effective investment strategies
• Superannuation planning
• Retirement planning
• Personal insurance for wealth protection
• Asset selection and portfolio growth
Our Financial Planning Process
We follow a proven four-step approach to help you achieve financial freedom:
- Understand your current financial position
- Define your goals and priorities
- Develop a personalised financial roadmap
- Implement and review strategies to keep you on track
At Carey Group, we’re committed to helping you secure your financial future with advice that evolves as your life does.
Step 1 – Initial Consultation
The first step in creating a personalised financial plan at Carey Group is the initial consultation or ‘discovery’ session. This involves a thorough discussion of your current financial situation including income, expenses, investments, risk tolerance, lifestyle, and future aspirations. This information enables your financial advisor to craft a plan specifically designed to meet your unique needs and goals, identifying opportunities and strategies to achieve your financial objectives.
Step 2 – Recommendations
Following the discovery session, we create a strategy tailored to your financial goals. We suggest financial solutions such as insurance, investments, property acquisition, budgeting, superannuation, retirement, and estate planning.
Step 3 – Implementation
Upon your approval of our recommendations, we will initiate the necessary steps to meet your financial goals. While some actions may need your involvement, we’ll guide you to make the process as smooth as possible. We’ll collaborate with you to ensure effective and efficient implementation of the proposed changes, offering continuous support to keep you on track toward your financial objectives.
Step 4 – 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.
Our Philosophy of Wealth Management
Your advisor at Carey Group is committed to developing a wealth management strategy that not only achieves your financial goals but also enhances your quality of life.
Our process is designed to help you establish both immediate and future financial targets, employing various investment tactics to meet these objectives.
Our strategy revolves around tax efficiency, selecting the most beneficial investment frameworks, risk reduction, personal insurance, and cultivating a substantial asset portfolio for your financial peace of mind.
Tax-saving strategies include the intelligent structuring of salary, superannuation, investments, and liabilities. Risk is mitigated by diversifying investments and continuous monitoring of your portfolio’s performance.
Planning for Every Stage of Life
Your advisor at Carey Group is committed to developing a wealth management strategy that not only achieves your financial goals but also enhances your quality of life.
As you navigate through different phases of life, your financial focus shifts. We are here to implement strategies that bolster and conserve your wealth through every stage.
We offer comprehensive advice for critical considerations during your twenties, thirties, forties, and as you approach retirement.
Contact our Team
With tailored advice and a steady approach to investing, attaining financial success is within reach. Discover more by contacting a Carey Group Townsville financial planner today.
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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.