Not getting the service you deserve from the banks?
When it comes to investing a large amount of money – money that is your future – there are a number of things you have a right to expect from your wealth advisor or financial planner.
Ongoing personal attention, for instance, rather than attention that seems to fade after you’ve initially signed up. Access to a full range of investment options, as opposed to a range limited to products owned by your advisor’s employer. And a fee structure that is fair and doesn’t see your earnings diminished by ongoing payments to your advisor.
As a boutique, privately owned wealth advisory firm, Endorphin Wealth can confidently meet all these expectations and more, providing you with the personal, high-quality, tailored advice you deserve.
Personal attention the banks just can’t match
You’ll notice the difference from the moment you first contact us. You’ll be speaking directly to a member of our small but devoted team, not to a call centre. And we’ll be on your side from the start, free of the pressure to sell and complex fee structures imposed on advisors in our corporate counterparts.
Should we earn the opportunity to work with you, you’ll experience the way our loyalty is, first and foremost, to our clients and their financial wellbeing – not to the next sale we can make. We prefer to spend our time working to understand our clients’ needs and providing them with the right wealth advice. That’s why we do what we do. Our reward is the sense of relief our clients feel when they know their financial future is under control and that they are working towards their goals.
No compromise on knowledge or research
If you’re thinking that being smaller means we won’t have access to the tools and information of the big boys, think again. Our membership of the Lifespan Financial Planning network, and our subscriptions to powerful independent research resources, give us access to the full gamut of knowledge and resources. Being smaller just means we have the complete flexibility to use that information to your benefit.
So make contact today. There’s no obligation, and there won’t be any pressure to sign up to anything. What we will do is have a no-nonsense discussion about your situation and your needs, and provide you guidance about your options.
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