Personal and Private Wealth Management

Personal and Private Wealth Management

Wealth Management with a Client First Philosophy

Endura Private Wealth is your local wealth management team that take a holistic approach to helping you reach your financial goals. We have over 10 years’ experience of creating wealth management for a wide range of clients with a varied portfolio- large or small we will tailor our financial advice to complement your specific needs.

From your first consultation with one of our expert financial advisers we will listen to your current financial needs to meet your everyday living requirements, focusing on understanding your goals for the future during each stage of you and your family’s life.

We will work with you to develop a plan that will create financial security and, grow your wealth based on what you feel comfortable with, whilst working towards your future financial goals (whether it is maintaining the financial security you currently have or safe guarding your future).  As we understand that you are an individual and have very specific needs, we address each of your obligations on a personal basis to offer the very best financial plan to suit you.

Your personal financial adviser will regularly review and assess your original financial plan, keeping you accountable to long-term plans and personal vision of financial success.  

What is Wealth Management?

Wealth management is a comprehensive approach to financial planning that covers asset management, financial planning, tax advice, estate management and investment strategies that are tailored to suit an individual's needs.

The end result is a customised wealth management plan designed to take control of your finances and set a path for a safe and secure future. This can range from sending the kids to a private school, planning a secure and manageable retirement, or beginning the process for optimised wealth growth in the future.

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Our Wealth Management Services

Endura Private Wealth comes with over a decade of experience in the financial
planning industry. The results we have achieved for our clients are proof of
our expertise. Feel free to ask us if you would like to be connected to a client or two who can tell you about our work for them. Our knowledge is built on
practical experience, helping our clients achieve exactly what they want.

  • Investment advice
  • Wealth creation & preservation
  • Tax planning & preparation
  • Debt management & asset diversification
  • Retirement planning & self managed super funds (SMSF)
  • High-net worth financial planning
  • Succession & estate planning

Endura Private Wealth is not tied to any financial institutions or products, so our advice is always focused on what is best for you. Your success is our success and we measure success in terms of the improvement of your financial position, your sense of empowerment to make sound financial decisions and your confidence in your future financial growth and security.

To take control of your financial situation and secure your future wealth, contact Endura Private Wealth now for an obligation-free chat. We’re just on High Street in Prahran and we look forward to hearing your story and setting you on the path to financial security.

Book An Appointment Today

 

Endura Private Wealth are proud to sponsor and support the following organisations and community groups