Financial Advisor South Melbourne

Protect Your Wealth & Lifestyle

Our global financial experts work to create ironclad financial security for our clients. Our mission is to safeguard your wealth and lifestyle, even through periods of widespread economic distress.

  • Increased protection of your financial health
  • Tailored support to build your financial resilience
  • Identification of strategic investments to mitigate risk
  • Ongoing consultation of emerging investment risks & opportunities

Speak with our Experts

We'll contact you to answer any questions and advise you of your opportunities

Our Services

Our comprehensive approach to wealth management provides invaluable benefits to your financial security.

In-Depth
Consultation

Get detailed insight into hidden risks and ongoing trends so you can make informed financial decisions.

Risk
Assessment

The world is more interconnected than ever, putting you at greater risk. Get expert advice on managing risks.

Investment
Assets

We provide guidance on tangible investment options. We carefully choose assets that offer optimum security.

Asset
Management

Guidance on alternative asset management options to help shelter your wealth.

In-Depth Consultation


Detailed information & guidance

Financial decisions should be based on the right information and the right context, otherwise wealth management becomes arbitrary. Although there is plenty of information available, it's nearly impossible to make sense of it without years of experience. Our experts will brief you on the most important investment opportunities, risks and trends. This wil help you see the bigger picture and enable you to navigate more safely through the investment landscape.

Risk Assessment


Protection from hidden risks

The world is more interconnected and complex than ever before, putting your wealth at greater risk. These risks are often invisible to the untrained eye. Our experts will identify and present your key risks in a simple, easy to understand way and help you develop a solid plan and strategy to control these risks.

Investment Assets


Carefully chosen investments

Wealth is continuously exposed to significant risks that could result in a fall in the purchasing power of your assets or in an actual loss of assets. There is a complex network of factors that contribute to each of these risks, which we carefully consider and assess for you. Based on our assessment of such risks, Endurant Wealth offers guidance on tangible assets that can help preserve your wealth over the long-term.

Asset Management


Protection from custodial risk

In most asset management structures, your assets are exposed to significant custodial risk from custodian mismanagement and events involving global financial distress. We help you find asset management solutions that mitigate such custodial risks. This reduces your risk of suffering a loss due to insolvency of a custodian, a new global financial crisis or other adverse circumstances.



What Our Clients Say

  • I was introduced to Endurant Wealth through an acquaintance who recommended their services. I didn't think initially that I was going to benefit strongly from their services but I must admit that I became impressed with the extensive and broad perspective that they have on the world and the investment environment. They have really opened my eyes and made me feel much more comfortable in my ability to personally do something that can help maintain my life savings.

    Danny G, Sydney


Financial Advisor South Melbourne

Looking for a Financial Advisor in South Melbourne? Here are three Pivotal Questions for a Prospective Financial Advisor.

Finding the right financial advisor who can cater to your needs can be daunting. Whether you are looking for a financial advisor in South Melbourne, interstate or even overseas the selection process is often time consuming. It usually requires careful consideration of a number of key factors which ensures that you get the services you need.

Endurant Wealth is not a financial advisor, as we are not involved with financial products and services such as securities or other intangible products. Our business model and investment philosophy is based on direct investment and holding of tangible assets and also indirect holding through platforms which are fully backed by physical assets. However, for some of our services for our clients we do work with financial advisors in connection with specific client assignments. For instance, we might assist our clients utilise the services of a financial advisor who is specialised in structuring a specific self-managed superannuation fund for physical bullion allocation. We may also need to involve other third-party service providers for specific assignments such as tax accountants or legal advisors.

Should you choose to look for your own financial advisor in South Melbourne for any such third-party services, we have here selected a few pivotal questions that you should consider asking any prospective financial advisor before considering their services.

1. What are your credentials?

Whenever you are making a major hire of any kind, it is important to find a sufficiently qualified business to assist you. By asking a prospective financial advisor about their knowhow and skill level, you avoid missing out on one of the most important pieces of information that can be used to assist you in making an informed decision.

While most reputable financial advisors are typically willing to volunteer this information without any prompting, it is important that this information is available to you during the early stages of your financial advisor selection process. This enables you to eliminate any financial advisor who does not possess the necessary skills and experience.

2. Who is your typical client?

Every financial advisor in South Melbourne is going to have a typical client or set of clients that they cater to and you need to find out more about this. This lets you know if you match their usual profile and if you are the type of person who can benefit from their services. Not knowing the type of client the company caters to could be problematic, as you may choose an advisor that is ill-suited for your needs.

For example, you may be a high-end client that has concerns that need to be addressed by an advisor who has worked with such clients in the past. Or you could be someone who is just getting started out and in need of services that are more specifically designed for someone in your particular financial position. Take the time to find out more about their client profile before signing on the dotted line.

3. Are you readily available?

You are bound to have numerous questions and concerns that arise along the way and when you do not have access to your financial advisor, relatively minor issues could easily lead to larger problems. You therefore need a financial advisor who is readily accessible to you.

Does the advisor have a number that you can contact whenever problems take place or are they someone who is more comfortable communicating over e-mail? Finding out more about their preferred contact method and their ability to remain in touch with your needs is crucial to your selection process. Also, you should find out how flexible they are. Are they willing to meet outside standard operating hours and meet clients outside their office?

4. What fees do you charge for your services?

The last thing you want is a company that does not offer you the proper amount of transparency when it comes to the fees that you are going to be paying. Be sure to ask questions about the financial consultant's fees before you commit to them handling any of your business affairs. This keeps you from being left on the hook for fees that you did not expect, especially during the early stages of the process.

Financial Advisor South Melbourne
Endurant Wealth
(03) 9674 7299
Level 23, HWT Tower, 40 City Road Southbank, VIC, 3006

View Larger Map