Financial Consultant 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 Consultant Melbourne

Looking for a Financial Consultant in Melbourne? Here are 5 Key Questions to ask a prospective Financial Consultant

Most Melbourne residents are likely to spend far more time shopping for their automobile than they would choosing a financial consultant. This important decision is not something that should ever be left to chance though.  When you are in the process of deciding on a financial consultant, there are a few important questions any Melbourne resident should consider.

Let's take a closer at five key questions that you should ask a potential Melbourne based financial consultant before committing to any such service provider.

  1. 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.

  1. What Are Your Credentials?

In other words, what is their background? Are they going to be the right consultant for you and can they help you with what you are looking for? The best consultants are proud to put all of their credentials on display, while those who are not worthy of your time are going to be far more reticent. Financial consultants have different levels and areas of expertise. You should choose a financial consultant in Melbourne that not only has the right qualifications but also a solid understanding of the investment landscape. These are aspects which should be discussed in further detail with any prospective financial consultant.

  1. Do you receive commissions?

Every financial consultant is not going to be paid in the same manner. Some advisors will only receive client fees, while others may also receive commissions. Knowing upfront exactly how the advisor is going to be paid is important as you can take that into consideration when seeking out the services of a financial consultant.

  1. What is your availability and flexibility?

It is only natural to have ongoing questions about the status of your holdings and your portfolio and by having a financial consultant who is readily available to assist you, you improve your ability to have these questions answered in a timely manner. No one ever wants to be left hanging for any reason and this is certainly true of any of your financial matters. Also, you should find out how flexible they are. Are they willing to meet outside standard operating hours and meet clients outside their office?

  1. What is Your Investment Philosophy?

An experienced and skilled financial consultant firm has no problem with taking you through each and every step of their investment philosophy and how they arrive at specific conclusions regarding their decision-making process. The financial consultant’s investment doctrine and philosophy is what underpins the nature and scope of their services and it is therefore critical to understand. You should consider whether their philosophy is in line with your own philosophy and expectations.

 

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

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