Wealth Management Melbourne
Private Wealth Management Advice with a Client First Philosophy
Endura Private Wealth is your local private wealth management team based in the Melbourne suburb of Prahran. We take a holistic approach to help you reach your financial goals. We have over 10 years’ experience providing wealth management services 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 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 safeguarding 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, assist with portfolio management and your 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 management 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.
Wealth Advice & Planning
Our wealth management firm offers strategic financial advice helping Australian's grow and protect their wealth. We can assist with complex family wealth matters from estate planning, business succession, retirement wealth management and also help high net worth individuals put together a strong plan to protect, and invest their wealth wisely. With over 10 years of wealth management experience, we're ready to help you and your family build a strong financial future together.
About Our Financial Advice Services
Whether you're looking for superannuation advice or business advisory services, our personal wealth advisers come with over a decade of experience in the Australian financial services industry. The results we have achieved for our clients in Australia is 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. We offer a boutique range of financial services designed for your unique needs including:
- Investment advice
- Wealth creation & preservation
- Tax planning & preparation
- Superannuation funds & SMSF strategy
- Organising your financial affairs
- Investment portfolio diversification & growth strategies
- Debt management & asset diversification
- Retirement planning & self managed super funds (SMSF)
- High-net worth financial services
- Financial plans for business owners
- Business succession & estate planning
Our services are 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, peace of mind and your confidence in your future financial growth and security.
Melbourne Based Wealth Management Firm
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