Townsville Financial Planning
How we can help you
Financial Planning
At Carey Group, our dedicated Townsville financial planning team offers unparalleled expertise and experience in wealth management solutions designed to fulfil your investment goals and aspirations.
We’ll help you navigate the world of financial planning and unlock the potential of the many investment opportunities open to you. Equipped with informed financial advice and a measured investment strategy, we’ll help you on your path to financial success.
Our Financial Planning Services
Our experienced financial planners in Townsville will devise tailored blueprints aimed at enhancing, safeguarding, and growing your wealth. Our areas of expertise include:
- Management of Self-managed Superannuation Funds (SMSFs)
- Tax optimisation strategies to reduce your tax liability
- Superannuation
- Retirement planning
- Wealth preservation through personal insurance
- Asset selection for wealth accumulation
Our 4 Step Process
We offer a personalised financial planning service designed to ensure your financial security now and into the future. Recognising the unique nature of each client’s financial goals, aspirations, and challenges, we provide a tailored 4-step plan for your pathway to lifetime financial success. This plan involves understanding your financial situation, setting goals, creating a roadmap, implementing strategies, and regularly adjusting the plan to stay on course. At Carey Group Townsville, we’re committed to helping our clients achieve complete financial freedom.
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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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.