Wealth Management Melbourne

Wealth Management Melbourne

Private Wealth Management 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 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.

Wealth Advice & Planning

Our wealth management firm offer strategic financial advice to grow and protect your 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 in Melbourne, we're ready to help you and your family build a strong financial future together.

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About Our Financial Wealth Management Services

Whether you're looking for superannuation advice or business advisory 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. We offer a boutique range of financial planning services designed for your unique needs including:

  • Investment advice
  • Wealth creation & preservation
  • Tax planning & preparation
  • Superannuation & SMSF strategy
  • Debt management & asset diversification
  • Retirement planning & self managed super funds (SMSF)
  • High-net worth financial planning
  • 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 and your confidence in your future financial growth and security.

Melbourne Based Financial Team

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