Wealth Management 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


Wealth Management Melbourne

How To Choose A Wealth Management Firm In Melbourne

When you are about to select a wealth management firm in Melbourne that can properly assist you with every aspect of your financial well being, there are simple steps that can be taken to assist you. There are certain facts that you need to know about the wealth management firm you are considering and Melbourne residents must properly educate themselves.

We are here to offer you a few helpful tips and pointers to make this process easier. Are you looking for the right wealth management firm to assist you in the Melbourne area? If so, please be sure to read on and learn more…

Ask Them To Describe Their Firm

Asking the leaders of a firm to describe their company and the services that they provide is a very telling experience and it is one that should be had by all those who are contemplating hiring a wealth management business to assist them. You are going to want to know about the skill level of the employees that will be assisting you, as well as the number of associates that are present.

Additionally, you should also be finding out about the amount of money that they have under their control before making a final decision. This lets you know what to expect going forward and tells you a lot about their overall experience level. The more money that they are responsible for controlling, the easier it is for them to assist you with the management of your own.

Learn More About Their Client Base

Every wealth management firm is not created equally and each of them will come with their own client base. While some firms pride themselves on providing service to more high end clientele, there are others that design their services around assisting middle class citizens. Taking the time to research the firm's client base is crucial and you should never be afraid to ask questions.

This keeps you from selecting a firm that is ill equipped to assist you and unable to handle your specific needs. If you are just getting started out when it comes to building your financial portfolio, you need a firm that understands where you are coming from and the same goes for older clientele who need assistance with planning for retirement.

Don't Fall Victim To Hidden Fees

Clients will often make the mistake of being swept away by outlandish promises that are made by companies who are less than reputable. A forthcoming firm that has your best interests at heart is never going to force you to deal with hidden fees and when a company is not willing to be as forthright as possible when it comes to their fees is not one that you should consider.

Before you entrust any firm with your financial portfolio, take the time to investigate their payment structure and their payment practices. Some firms may charge different fees for different levels of service, while others have a more flattened rate structure that can be easier for certain clients to understand.

 

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

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