Financial Planning & Wealth Advice Melbourne

family with piggy bank

Financial Planning with a Client First Philosophy

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.

Professional Financial Advice For The Melbourne Community

Our office serves clients who live and work in Melbourne and we work with high net worth individuals, families, business owners and medical professionals. Our financial planning and wealth management adviser work with a broad range of clients and we have the experience to help you manage complex financial issues. 

At Endura, we put together a professional financial plan to help you reach your goals, protect your assets, existing wealth and navigate complex financial issues so you can focus on enjoying life with your family.

How our financial planning service can help you:

  • Superannuation planning & SMSF

  • Estate planning

  • 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 a sound 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.

We work with you to develop a plan that optimises, grows and protects your interests, whether it’s maintaining the financial security you already have or optimising for future growth.

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.

Get In Touch Today