Financial Planning

Financial Planning & Advice Melbourne

Get The Right Financial Advice For Your Stage In Life

Get The Right Financial Advice For Your Stage In Life

Endura Private Wealth specialises in financial planning & wealth management services for high net worth individuals, families and business owners in Melbourne. With more than 10 years of experience in the financial planning industry, Endura’s team of licenced financial advisers and certified financial planners understand what's important for you and your family.  

Our service to you is built on practical experience, helping our clients achieve their financial goals and protect their wealth.

What To Expect From Your First Financial Advice Meeting

Professional Investment Advice & Financial Planning

Professional Investment Advice & Financial Planning

At Endura, you'll have a personal financial adviser working with you to match your financial goals based on your lifestyle needs. Our local team is based in Prahran, Melbourne and we have the experience to help you manage your finances no matter how complex they seem. 

Financial planning services we can help you with:

  • Superannuation planning & SMSF
  • Estate planning
  • Investment advice
  • Business succession strategies
  • Life insurance
  • Income protection
  • Retirement planning
  • Asset management
  • Wealth management & planning
  • Tax structures
  • Education planning
  • Budgeting

The team at Endura Private Wealth will help you make sound financial decisions and give you the confidence to move forward with the right financial growth strategy.

We look carefully at your stage in life, complex family matters and existing assets to design a financial plan that keeps your best interests in mind and protects your wealth. 

From your first consultation with one of our expert financial advisers, we will listen to your current financial needs with a focus on understanding you and your families future financial goals.

Financial Management to Help Maximise Wealth

Financial Management to Help Maximise Wealth

When is the best time for you to engage with a financial adviser? This is a question that can often be difficult to answer but have you ever asked yourself:

  • How much money do I need to retire comfortably?
  • How should I invest my savings?
  • Do I need life insurance or income protection insurance?
  • What should I do with the inheritance I received?
  • How can I afford to put my children through private school and university?
  • How can I achieve a higher standard of living?

These are just a few questions, but If you’re unsure about any of them, it’s beneficial to talk with a financial adviser who can help you.