Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

Not getting the financial service you deserve from the banks?

Click here
Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

Need assistance choosing the right SMSF investments?

Click here
Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

Not getting the returns you expected on your Investments?

Click here
Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

Looking for an obligation free personalised proposal?

Click here

Endorphin Wealth Management

Endorphin Wealth Management in Melbourne specialises in strategic wealth management services and solutions. Our advisors are experienced in all areas of personal wealth management, including asset and wealth investment management, investment advice and estate planning, and capital wealth management.

We are detailed and diligent in our wealth services, employing dedicated resources and engaging with external investment research so that we can locate the best investment opportunities for our clients by increasing their returns and reducing risk. We work hard to ensure that capital is not lost as part of the wealth management process, and believe in engaging defensive strategies where possible.

Here at Endorphin Wealth Management, our clients come first. We have extensive experience in working across complex entity and asset structures, and will work closely with your preferred accountants and specialists to achieve outstanding results.

 

Don’t leave your future to chance. If you are approaching retirement or a high net worth household and prefer the personalised service and close relationships that a small wealth management firm offers, speak to Endorphin Wealth Management today. Together, we will takeyour private wealth management to the next level.

In recognition of the quality of our services, our wealth management firm and employees have been recognised by the IFA as finalists in the following categories:

IFA Excellence Awards 2
IFA_SEAL_2018_FINALIST_Best-Client-Servicing---Company

Endorphin Wealth Management
Holistic Advice Firm of the Year
(2017 & 2018)
Best Client Servicing – Company

IFA Excellence Awards 3
IFA_SEAL_2018_FINALIST_Investment-Adviser-of-the-Year

Phillip Richards
Holistic Adviser of the Year (2017 & 2018)
Investment Adviser of the Year
Practice Principal of the Year

IFA Newcomer of the Year

Robert Rich
Winner – Newcomer of the Year
Goals-Based Adviser of the Year

What our Clients Say

  • Robert Rich is a gun and has been a pleasure to work with, he spent a lot of time asking questions and listening to both my husband and I to get a deep understanding of our current financial situation of who we are and where we want to be. His advice has been comprehensive and easy to understand. The genuine interest and enthusiasm he has demonstrated has made the whole experience to date, fun and engaging (it has also been awesome to see some great financial results!). Rob is a great communicator and is always available to chat, meet up or respond to an email. We wish we had seen Rob earlier, and plan to have him as our advisor now and into the future, I have and will continue to recommend him and his services.

    5

  • Rob has been fantastic helping us set all our financials in order. We didn't want to have to worry about any of this stuff day to day. Rob put together a set and forget strategy that will see us in good shape for the future. Good guy, good advice, great help. Thanks again Rob

    5

  • My husband and I had a wonderful experience with Rob. He is genuine and honest. He has done amazing things with our finances to ensure our future is set up the right way. He has gone above and beyond our expectations. I highly recommend Rob, he is an expert in his field.

    5

  • love working with Robert. He is highly skilled, practical and empathic. Nothing is a problem and he goes ‘above and beyond’. I have no hesitation in recommending Robert as an excellent financial advisor.

    5

  • Robert has managed our finances over the last 12 months as if they were his own. He has an eye for detail and is incredibly enthusiastic. We have recommended him to all our friends & family.

    5

  • Rob has handled our finances for some time now. He provided us with sound advice and options. I highly recommend his services.

    5

  • Robert Rich provided me excellent financial advice and assistance in finding the right insurance for me. He was incredibly patient, and I'd recommend him without hesitation.

    5

  • Rob has been helping me with my finances for just over 12 months now and i couldn't be happy, he is a wealth of knowledge and is amazing at what he does.

    5

  • Phillip and the team provide quality advice. They carefully explain the available options and clearly set the client's interests as the priority.

    5

  • Rob has provided fantastic advise and clarity to myself and clients

    5

  • Great guys! Amazing financial advice.

    5

  • I cannot say enough about their professional manner and would highly recommend anyone I know to seek their services

    5

  • Your knowledge of the financial market is up to date and your approach to my portfolio has been proactive

    5

  • Thanks to Endorphin, I am now on the path to that dream of mine

    5

  • The plan has definitely made a big difference to my lifestyle

    5

  • It has been quite exciting and very comforting to have Endorphin looking after my financial future

    5

  • They provided me with a sense of direction and security that I did not have previously

    5

Latest from our Blog

  • Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

    How Does Buy / Sell Insurance Help Your Business?

    If you own a business in partnership, there is always the risk of you or your business partner being unable to work due to injury, serious illness or death. Buy / Sell Insurance can be vital to your business succession ...

    March 13, 2019
    by Endorphin Wealth Management
    Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

    Phillip Richards – Money & Life Article

    Congratulations to our Director Phillip Richards featured in an article on the Money & Life website:https://www.moneyandlife.com.au/financial-planning/the-two-of-us-josie-and-phillip/ ----------The two of us: Josie & Phillip There’s never a dull moment in Josie’s lifestyle. Whether she’s travelling the world, creating art or catching up with ...

    March 06, 2019
    by Endorphin Wealth Management
  • Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

    Why Is Retirement Planning Important

    Regardless of your age, it is important to start contemplating your retirement – as with most things in life, the younger you start planning, the better!As we all know, the best laid plans can be derailed by life events and ...

    February 28, 2019
    by Endorphin Wealth Management
    Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

    Robert Rich – IFA Article

    Congratulations to our advisor Robert Rich featured in an article on the IFA website today:https://www.ifa.com.au/strategy/26500-passion-for-finance ----------Passion for finance by Eliot HastieRobert Rich found his way into financial advice after a bad experience with an adviser. Since then, it has become his passion.“I’ve ...

    February 21, 2019
    by Endorphin Wealth Management
  • Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

    How Does a Financial Advisor Assist Business Owners?

    Business owners often have busy and complicated lives. They are required to succeed in a variety of responsibilities from managing staff, monitoring cash flow, to developing client relationships. This may leave very little time to consider their own personal or ...

    February 19, 2019
    by Endorphin Wealth Management
    Strategic Wealth Management, Industry Funds Management, How to Invest, Family Trust Fund, Independent Financial Advisers

    The Benefits of Work in Retirement

    I know it sounds a little ironic that we are here talking about the importance of work in retirement, but I can assure you there is some method to our madness. Then and Now Historically, a typical life would consist of 30 ...

    February 07, 2019
    by Endorphin Wealth Management