Looking for an obligation free personalised proposal?
Navigating the world of financial advice can be daunting – we completely understand that. The banks and other large institutions offer the world but are simply too big to provide genuinely personal service.
But when you look at the smaller firms it can be hard to know if you’re dealing with experts, someone with a financial qualification but minimal experience in investment planning and management, or a ‘small’ brand that is actually owned by one of the big guys.
We don’t expect you to trust us without meeting us
Your finances are simply too important to risk putting into the hands of someone you don’t know. That’s why we ask that you let us buy you a coffee, chat through your circumstances, answer your questions and then provide you with a completely obligation-free proposal for a way forward.
Rest assured that the meeting will be ‘real’ – it won’t be a sales call before your information is sent into some ‘back room’ for processing. We don’t have a back room. The person you meet will be an advisor and will be one of the team that ultimately, should you choose to work with us, makes the recommendations about your investments.
Three reasons why we’re worth meeting
If you’re still wondering why you should meet with us as opposed to someone else, let us suggest three big reasons.
First, we don’t answer to a corporate overseer, nor to a franchisor. We have no interest in recommending one product over another. What we want to do is learn about you and your circumstances so that we can work out the best way to help you achieve your financial goals.
Second, we come to each of our meetings without preconceptions. Our flexibility allows us to do that. We won’t put your age, profession and net worth into a computer model and have it provide you with investment advice. What we will do is get to know you and what you’re looking for from your investments. In our eyes, each of our clients is unique and therefore deserves unique advice.
Third, as you’ll learn when you meet us, we are passionate about what we do. As strange as it may sound, we get great satisfaction from burying ourselves in market research and identifying optimum investment strategies. We couldn’t provide ‘template’ advice even if we tried – it’s simply not in our DNA.
The time to take action is now
The fact that you’ve come to our website and read this far suggests that you understand that you should be getting more, or better, advice about planning your wealth. You know you need to make a start sooner rather than later. So do it now. Make contact today and let’s get that initial chat into our diaries.
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