Wealth Management 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


Wealth Management South Melbourne

3 Important Questions To Ask A Wealth Management Company From South Melbourne

The concept of wealth management is a nebulous one that can mean several different things to several different people in the South Melbourne area. As a result, it is important to take the time to learn more about the services that a wealth management firm has to offer to a South Melbourne resident.

So what are some of the most important questions that need to asked of a wealth management company before making a decision about which South Melbourne company should be trusted? The only way to find out is by reading on to learn more….

What Type of Investments Do You Think Are Best?

Every wealth management firm does not specialize in investments and if find yourself wondering about which investments are going to work best for you, you need to be cognizant of the fact that every firm is not going to be able to assist you in this regard. A client who is specifically in search of investment advice will need to select a firm that is equipped to provide it.

Once you have begun to narrow down the selection process and find the firm that is best suited to assist you, you need to ask about specific investment opportunities. Highly rated bonds and index funds are just a few of the more common investment opportunities currently available and if the firm that you are considering is not able to offer you a specific investment plan tailored to your needs, this is not a positive sign.

How Often Are You Going To Evaluate My Financial Portfolio?

One of the primary objectives that a client should be prioritizing when looking for a wealth management company is their ability to offer regular evaluations of their financial portfolio that allow them to take proactive steps towards improving their overall situation. Some companies may offer annual evaluations and this might be sufficient for some customers.

However, there are others who feel more comfortable receiving quarterly evaluations and others who would rather select a firm that delivers monthly updates. Yearly evaluations are certainly satisfactory, but when you are in need of evaluations that take place on a far more frequent basis, there is nothing wrong with seeking out a company that can provide them.

Why Do You Think You Should Manage My Wealth?

Before you even decide to schedule an interview and ask such a question, you need to sit down and think long and hard about the answers that you wish to receive. By taking the time to think more closely about your desired answers, this gives you a greater idea of what you need to be expecting. Once you've established your own expectations, it easier to receive the service you need.

A reputable service provider is always more than happy to speak openly about what they can do for you and how they can assist you. A less than reputable wealth management company will attempt to steer clear of the question and direct your attentions elsewhere. The more you know about why a certain wealth management firm should be the one that you choose, the better off you are going to be over the long haul.

 

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

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