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Introducing – Smart Home Deposit

We’re very excited to announce another offering from the team at Endorphin Wealth Management – Smart Home Deposit. SHD is a low cost, fully diversified and online investment solution designed to help first home buyers save smarter and make the dream of owning their first home more achievable.

The SHD team are based here in the office with us and they held a launch party a few weeks ago to start spreading the word about their services.

From the SHD blog:

What makes us rocket past the competition? It all begins with our mission…

We’re here to help first home buyers save smarter and get into their home sooner

Saving smart doesn’t mean going on a ‘money diet’, leaving you with the burden to make sacrifices that come with living the life you want. It’s your life so enjoy it!

We relieve the burden of choice by setting up automated direct deposits that go straight from your bank in to your SHD account (like moving brussel sprouts from the plate straight in to your stomach – all the benefits with no sickly taste in your mouth).

Smart Home DepositWe also aim to maximise the amount that you can save by keeping our costs low and easy to read. What you see is what you get. We also want our customers to know that they’re not alone on this journey, so we’ve created a financial coaching program that’s included for free (talk about bang for your buck!). But that’s not all. In 2019 we’re planning to shoot for the moon…

Our 2019 New Year’s Resolution

We want to bring people together on this exciting savings journey. They need to know they’re not alone. By the end of this year, ‘Smart Home Crusaders’ private online Facebook group will be an important medium for customers to stay engaged and motivated to save smarter for their home deposit goals. We are all on this adventure together!

Smart Home DepositBut once you reach your deposit goal… what next? There’s more than meets the eye when it comes to buying your first home. Setting up your mortgage, dealing with settlement agents, finding the best-yet-affordable home insurance and even figuring out how to pay the bills if you can’t work anymore – too often young couples choose whatever is most convenient and often it breaks the bank in the long term.

But don’t stress, we at Smart Home Deposit are here to cater to the individual needs of each of our customers and can organise home loan, insurance, and agents for you.

We’ve shown you how we’re going to help you move in, now it’s time to show you the team that’s working hard to get you there.

Meet the team helping you reach settlement sooner

Smart Home Deposit

– Meet the team: (from left to right) Jack, Gianni, Phillip and Taylor

We’re a highly engaged and enthusiastic team which draws from a range of different backgrounds and professional experiences. We have a dreamy vision of helping every Australian get on the property ladder.

How?

We want to reduce people’s financial anxiety and help them achieve success- whatever that means to them – by empowering them to optimise their finances.

We believe using data and technology, we can truly re-imagine how people save smarter for their home.

That means we give them the tools to not only understand what’s happening with their money, but how that affects what’s going on around them and their life decisions.

Sound good? We think so!

Hop aboard. Together, we can make home ownership a reality for all Australians.

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