The Right Financial Advice For Your Stage Of Life
Endura Private Wealth specialises in wealth management, financial planning and retirement for families and high net worth individuals. Our financial advisers will work with you to create a sound financial plan for you and your family. We understand the difficulties you face, balancing your everyday financial needs while protecting and growing your wealth. We are experienced in all areas of wealth management including estate planning, business succession strategies, asset management, retirement planning, investment advice, superannuation and tax planning. Our client-focused philosophy is what sets our boutique wealth management firm apart. Contact us today to schedule a complimentary consultation.
Our Wealth Management & Financial Services
Retirement Wealth Management
We consider & acknowledge during your life you have different financial requirements. As each need is met your confidence to plan and activate will grow, we will be there to support you during each transition.LEARN MORE
We Work Hard For Your Trust Everyday.
Read what Our Clients Say About Us.
“It is with great pleasure that I comment on the wonderful advice, help and care I have received at Endura Private Wealth.
I have recently undergone a divorce after 26 years marriage. I also have a progressive illness.
My lawyers recommended Endura Private Wealth to me for advice about my financial situation and more importantly making the right investments for my future in regards to my illness, so that I can feel secure going forward.
I first met with Craig Stobbie at Endura Private Wealth for financial advice. Craig was very professional, friendly, caring, and understanding in regards to my situation. I felt extremely relaxed and confident with all that Craig discussed.
I have since met with Craig Stobbie (and Ben Hall) several times at Endura Private Wealth. I am extremely happy with the advice and financial set up I have been set up with, which has caused me to really relax now. No more stress!
I also enjoy my ‘catch ups’ as we also have a laugh.
I definitely recommend Endura Private Wealth and Craig Stobbie as well as Ben Hall, for their professionalism, excellent advice and friendly demeanours.
Thank you Craig and Ben!”
What Makes Endura Private Wealth Different
Our Advisors Are Always Fiduciaries
That means our experienced & credentialed advisors are required by law to always act in your best interest. No exceptions.
We Build A Portfolio Just For You
We take a comprehensive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation.
Our Fees Are Simple & Transparent
Our financial advisors never earn commissions or hidden fees on your investments.
We Avoid Conflicts Of Interest
We never try to sell proprietary investment products. In fact, we don't even have them.
Endura Private Wealth’s Investment Philosophy
When you decide to take control of your finances and set a path for a safe and secure future, it makes sense to get advice from experts.
We establish an understanding of what is most important to you, whether it is sending the kids to a private school, planning a secure and
manageable retirement, or beginning the process for optimised wealth growth in the future.
The peace of mind you gain from having a financial plan is priceless. Not having to worry about money and security will give you the freedom
to focus on what matters most to you. We can aid in setting a plan that can help you achieve the best possible outcome for your goals.
Financial Planning & Wealth Advice Melbourne
Endura Private Wealth specialises in financial planning & wealth management services for high net worth individuals, families & business owners in Melbourne.LEARN MORE
Endura Wealth Management News
Being in your 40s often involves balancing many responsibilities that it becomes easy to neglect your own financial wellbeing. But it’s not too late to secure your future. Here are some tips that may help you financially make the most of your 40s.
Towards the end of the calendar year, there’s a natural tendency in the financial media to look both back and forward – back on the events of the past 12 months and forward to what we imagine the coming year will hold.
A look into how education bonds can be used to provide families the funds for children's education.