Archives

Archive for May, 2017

Federal Budget 2017

 For the first time in many years, the government has delivered a budget that has been widely approved by economists and opposition parties alike. Some commentators have even likened it to a ‘Labour Budget’ with more taxes on the banks and moves to support the NDIS and additional funding for schoolsWe’ve taken a close look at the budget itself and the expert commentary on the proposed changes to our financial system and compiled a list of the most relevant items for you.The Federal Budget details the government’s intentions for revenue raising and ex...

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Retirement Planning – Is My Super Fund Right For Me?

 There are over 240 different superannuation funds in Australia and thousands of different investment options available to choose from. We often provide advice on retirement planning to assist our clients compare their current super fund and investments within the market.We find a proactive approach to superannuation has the potential to significantly increase your balance in retirement. Not only are we able to find fee savings for our clients, but often better performing investments too.Let’s look closer at how to identify a great super fund and the bene...

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May 2017 – Retirement Planning Seminar

The end of the financial year is fast approaching with changes to the superannuation legislation. We’re presenting a retirement seminar for people approaching retirement to learn more about actions they can take now before the changes take effect.Wed 17/5/2017 5.30pm - 7.30pm Level 19, 727 Collins St, Melbourne RSVP to jennifer@endorphinwealth.com.au...

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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.

    - Ellen Bond

  • 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

    - Andy Wright

  • 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.

    - Anthea Husing

  • 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.

    - Rebecca Carter

  • 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.

    - A. Miles

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

    - Mathew Quinton

  • 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.

    - Edward Murrell

  • 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.

    - Paul Scott Ray White

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

    - Jon Sutton

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

    - James Ruddick

  • Great guys! Amazing financial advice.

    - Jay Boston

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

    - Heather B

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

    - Michael S

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

    - Jake F

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

    - Josie W

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

    - Susan A

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

    - Michelle C