Private Wealth Management Specialists

Private Wealth Management Specialists

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The Right Financial Advice For Your Stage Of Life

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.

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Our Wealth Management & Financial Services

Wealth Management Services

We take a holistic approach to your current and future wealth management. We listen and understand your personal needs and what your goals are for the future.

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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.

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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!”

Jennifer Keogh

Jennifer Keogh

What Makes Endura Private Wealth Different

Our Advisors Are Always Fiduciaries

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 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 Fees Are Simple & Transparent

Our financial advisors never earn commissions or hidden fees on your investments.

We Avoid Conflicts Of Interest

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

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.

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High Net Worth Wealth Management Services

High Net Worth Wealth Management Services

Endura Private Wealth offers secure wealth management services for high net worth individuals and their families. 

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Family Wealth Management  Services

Family Wealth Management Services

Endura Private Wealth is a professional wealth advisory service for families in Melbourne looking to grow and protect their financial future. 

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Financial Planning & Wealth  Advice Melbourne

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.

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Let’s get started on your financial future!

Regain confidence in your financial future.

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Ben Hall

Ben Hall

Authorised Representative

Craig Stobbie

Craig Stobbie

Authorised Representative

Claudio Curini

Claudio Curini

Financial Planning Assistant

Sharee Dalton

Sharee Dalton

Paraplanner

Endura Wealth Management News

EOFY Tips and Tax Return Checklist
8-Aug-2022

It seems some investors have resigned themselves to a new normal of high inflation following decades of below-average consumer price changes. However, financial market data tells a different story, one of potentially softening inflation.

EOFY Tips and Tax Return Checklist
6-Jul-2022

Changes to super contribution rules from 1 July may create a great opportunity to revisit your savings and super contribution strategies. The changes may create new or enhanced options to build your savings. 

EOFY Tips and Tax Return Checklist
2-Jun-2022

To help you complete your tax return, including if you’ve been working from home, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. We’ve also provided an overview of the types of tax offsets and deductions you may be entitled to claim plus other handy tax tips. 

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BFO Banking Finance Oath
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