At Endorphin Wealth Management, we are committed to helping you continue your financial success, so you can pave the path towards a bigger, better and brighter future.
Relationships are at the heart of what we do, and we are dedicated to building long-term connections with our clients: individuals who crave flexible, independent service delivered by an expert they can trust.
By getting to know your story, we uphold our dedication to creating positive financial outcomes that are uniquely suited to you. We apply a well-rounded approach that considers your values, priorities, ambitions and circumstances, before providing the guidance and expertise you need to realise your full financial potential.
Our sound skills are maintained with regular professional development initiatives, and the team is consistently across current and future economic conditions, taxation rules and legislative changes.
With us, you know your wealth is in good hands, so you can feel good about your future.
Please get in touch for an obligation-free consultation.
A message from Phillip Richards
Ever since I started working in the world of financial planning, I have gained enormous satisfaction out of helping my clients to achieve their life goals. So many people reach their mid to late career having done very little financial planning, often having avoided doing so simply because they find the process too daunting. When I’m able to help lift the veil and provide professionals and soon-to-be retirees with financial clarity, their sense of direction (and often relief) is hugely rewarding.
I grew up a country boy and made my first personal investment at the age of 18. I continued to grow my portfolio and purchased my first property when I was 21. It was around that time that I moved to Perth to study a Bachelor of Commerce with majors in financial planning and accounting. I subsequently completed a Diploma of Financial Services and joined one of Australia’s major banks, working my way up to a position as a senior financial planner.
My seven years with the bank gave me invaluable experience across a wide range of areas including tax-effective investment and retirement planning strategies. However, while I learnt a lot about effective financial planning, I also became much clearer about how I thought planning should be done. I always felt that planning could be performed in a way that was more transparent and fairer to clients, particularly when it came to service and fees.
When I eventually decided to go out on my own and established Endorphin Wealth Management, I was determined that I would provide financial advice in the way I thought it should be done. Importantly, we operate under a non-institutionally owned license, which allows us to provide non-aligned, unbiased advice driven purely and simply by what’s best for our clients.
At Endorphin, our basic aim is simple: that our clients’ story comes first and that what we do should help them feel good about their financial future. While we obviously focus on financial objectives, we understand that finances aren’t everything. We make it a priority to consider the broader picture: ‘life’ goals as well as financial ones. We know that if we can get someone’s finances in good shape, it will be much easier for the rest to fall into place.
These days, my personal portfolio comprises Australian and international shares as well as multiple properties in Melbourne and Perth. I’ve also recently completed my Masters of Business Administration (MBA). I look forward to providing financial clarity to more and more clients over the coming years.
A message from Robert Rich
Winner – Newcomer of the Year – 2018 IFA Excellence Awards
It gives me such a thrill to be able to assist my clients to clarify their financial futures. I enjoy researching and implementing effective solutions for my clients that not only provide them with a firm financial direction but also give them clarity and confidence in that direction.
I’ve had a love of numbers from a very young age and it was always apparent to those who knew me that I would forge a career in the finance industry. After school I completed a Bachelor of Business (majoring in Accounting and Marketing) then worked in accounting and payroll positions for the next eight years.
Over this time I found myself becoming more and more interested in helping my family and friends to improve their financial positions. I soon realised that many people were being held back, often without realising it, by lack of clarity around their financial affairs.
I became determined to do what I could to improve this situation, using my knowledge and skills to help people like this to achieve their personal and financial goals. I went back into study to complete a Diploma and an Advanced Diploma in Financial Planning. I was then very pleased to start working with Endorphin Wealth Management in early 2016.
I enjoy the fact that my own values align perfectly with Endorphin’s, particularly around providing the best advice without my clients being hit with complicated ongoing fee arrangements.
I have been investing on a personal basis for nearly a decade, and I’ve acquired multiple properties in Melbourne and a portfolio of Australian and international shares. My experiences over this time have reinforced my confidence in identifying the best methods to build wealth, allowing me to add a personal touch to the advice I provide my clients.
There’s nothing I’d love more than to use my knowledge and experience to assist you to reach your fullest potential.
A message from Sanjeev Sharma
As everyone’s financial and life situation is unique, I keep that in mind when providing financial advice. I consider that providing a personalised service in the financial advice process is essential.
I started my journey as a Financial Advisor in 2010 with an innate desire to make a difference in my client’s life by helping them achieve their financial goals and protect their lifestyle. My previous experience of working in retail banking and customer services laid an ideal foundation to my current role.
I understand that your needs may change in different stages of life: perhaps you might be planning to purchase your first home, finance a child’s education, planning a holiday or maybe even planning for your retirement.
I consider it a great privilege to be recognised by my colleagues in industry and clients alike as an advisor who is “thoughtful, loyal, compassionate and always putting his client’s interest first”.
I completed my Diploma Financial Services (Financial Planning) in 2010 after completing my Graduate Diploma in Business Studies in 2008. I am also a Fellow of ANZIIF (Australia & New Zealand Institute of Insurance & Finance) with specialist skills in the life risk area. I get a great satisfaction by seeing happy and financially protected families having a clear financial road map to take them where they want to be in their lives.
There is nothing more rewarding in my job than ending up my day with a feeling that I was able to help someone, making a significant difference to their lives and seeing my clients come back thanking me and putting their trust in me by referring their friends and family to be helped with their finances.
A message from Glenn Malkiewicz
My passion and skill set is all around helping clients retire successfully. From a young age I gained a lot of satisfaction and fulfillment helping people. My role at Endorphin provides a platform to continue this in an area that provides value to others and meaning to myself.
Establishing retirement / financial plans and making adjustments as certain milestones are met and new goals are created is what makes my role as an Adviser the best job in the world. A role where I’m consistently assisting clients achieve their goals and ever-changing needs through the advice I provide brings with itself a level of satisfaction that is unmatched with other professions.
I’m grateful for the opportunity to work with an amazing team and client-focused firm, and my commitment to our clients is unwavering.
Outside of work it’s all about family time and having fun with my 4 year old son Ashton, and 17 month old, Calyssa. When time permits my passion for sport kicks in and my love for the Western Bulldogs.
A message from Ray Kan
I began advising private clients in 2015, and have since worked exclusively with non – bank advice firms focused on quality, holistic ‘best interest’ advice.
I have 20 years’ industry experience, having held positions with organisations such ING, MLC, NAB and Mercer covering all aspects of financial strategy, investment product research and advice.
I hold a Graduate Diploma in Financial Advice, and Graduate Diploma in Applied Finance (both completed with FINSIA). I also hold a Bachelor of Commerce (Finance) and have completed Cert IV in Finance and Mortgage Broking and a specialist course in Self-managed Super Funds (SMSF) with Kaplan. I am registered with the Tax Practitioner’s Board (TPB) to provide Tax-related financial advice.
In my spare time, I enjoy spending time with my young family, taking advantage of Sydney’s beaches in the warmer months, and cycling to work and on weekends to keep fit.
My family also supports various charities including the Children’s Hospital in Randwick, Cancer Council, Heart Foundation, and the Fred Hollows Foundation.
A message from Justin Hooper
It gives me great joy to be able to help educate my clients to increase their financial literacy. Through my background of over 10 years of coaching hockey, I use the same principles on the field that we use for my client’s financial lives. By concentrating on the structure, working on your relationship with money, my aim is to help my clients to grow not only in a financial sense, but in a ‘return on life’ sense.
I love helping time poor professionals, whether established or just starting out to take control of your money through support, coaching and guidance. Working at a client focused financial advice firm allows me to put the clients’ story first. We achieve results through a structured process that I am able to guide all my clients through life’s transitions and ensure that that you are able to achieve everything you hope for in life.
My aim is to help my clients prepare for the significant life transitions will happen in their lives. I aim to be proactive, and to prepare ahead of transitions, so that they don’t have financial issues when life changes. We believe it’s better to prepare than to repair.
Outside of work I live with my partner Abby and are about to welcome our first fur baby to the world.
A message from Jack Kilbride
All throughout schooling I found myself interested in economics and finance, and with my innate numerical ability, I found that work in the finance world is perfect for me.
I am a recent graduate from the University of Melbourne where I earned a Bachelor of Commerce majoring in Economics and Finance. My experience so far has been more enriching that I thought possible. We have a small team at Endorphin, and that means I have been put in a position of responsibility and agency from day one.
I came to Endorphin Wealth on a graduate cadetship and so far, the role has been not only great for my learning, but I have been put in a situation where I can contribute towards researching and assisting the advisors in managing their clients.
As Endorphin’s Finance and Investment Officer, my role is broad and engaging. Whether it be compliance, implementation of strategy, managing finance and investment information or additional project work, I feel that my contributions are truly helpful.
Once I have a better knowledge of the industry, and with the guidance of Endorphin’s advisors, I will be transitioning into a full time financial advisory position in the future.
A message from Alisa Surya
It’s been an honor to join Endorphin Wealth Management team as it’s clear to see they’re a personalised and client focused financial advisory.
I’ve completed my Bachelor of Economics majoring in Accounting and a Master of Applied Finance.
Having previously worked as a Business Analyst and External Auditor for a top consultancy firm, my skills and knowledge are an integral part of the business.
In my current role, I assist reviewing and ensuring the services that we provide are in line with clients’ expectations and compliance regulations.
A message from Gianni Valenti
I’ve always got a kick from helping clients. Whether it’s assisting to develop a financial strategy or simply holding the door open for them, being a part of the journey is truly gratifying.
I’m currently completing a Bachelor of Commerce, majoring in Financial Planning at Deakin University. Endorphin Wealth has been an excellent example of the ideal environment to work in. We share a common goal of helping clients live their best life is what drives us to excel in the work we perform.
The role I play in the team and the tasks I complete have given me excellent practical knowledge which is building upon the theory I have been taught at university, allowing me to excel in the work I do.
I work closely with the advisors to deliver the best product for our clients. I believe this will give me a great head-start when I become a financial advisor in the near future.
A message from Louie Alipat
I am a Marketing Specialist with years of commercial experience working with distinguished global consumer companies. My passion and expertise are in brand management, consumer marketing, advertising, media, digital marketing, social media, promotions, events management, and consumer insights and acquisition. I’m currently finishing my Masters of Marketing Degree at RMIT University.
Working with Endorphin Wealth provided me with a view of what real client servicing is, whether it may be financial strategy implementation, investment or retirement planning, the company adheres to its core value of putting the client’s interest first and that their financial wellness is taken care of.
I am passionate about sharing the Endorphin story and message to all Australians to help them live their best life and feel good about their future, and support the company moving forward.
A message from Taylor Spelt
The team of financial advisors at Endorphin are great to work alongside of. They are organised, great with clients, and proactive. Smart Home Deposit could not have grown the way it has without them.
I have a finance background in commercial banking and have spent time working closely with start-ups in Vancouver, Canada. I’m passionate about using technology to help people save smarter. I love meeting new people and look forward to connecting with every SHD customer.
My coffee of choice is a LA style long black. Outside of the office you can find me getting active with sport or spending time with friends and family.
What our Clients Say
Rob has been our advisor for around 6 months now and to say we’ve been happy with his service is a huge understatement. His attention to detail, responsiveness and general customer service are exceptional. We’re now on the path to a much brighter retirement and hopefully reaching it a few years earlier too!
- Luke Fleming
Glenn Malkiewicz has been a great help in setting up my finances for post retirement. He explained everything clearly in words I could understand and answered my questions promptly and succinctly. I now feel very comfortable about my future going forward. His friendly manner makes him a pleasure to work with. I look forward to consulting with him in the future.
- Michael O’Mara
I’ve recently settled back in Australia, and Rob has been a godsend to me and has quickly become a trusted advisor. After living abroad for 12 years, he has helped me get orientated here and eased many of my anxieties about getting organised in a new country. Rob is always enthusiastic and keen to help out. No problem has been too big or small for him. He is so easy to work with, he has been reliable and available and he responds my silly emails in an impressive time frame. Rob makes a consistent effort to make sure you are up to speed and pleased. I’ve seen great results so far and I’m very glad I’ve chosen Rob and the team at Endorphin. Top notch group of professionals!
- Kimberly Rosal
It’s always a wonderful experience working with rob rich. His financial advice, care and customer service is beyond exceptional and can trust that we have our finances in the right hands. Only one phone call away rob is always happy to assist and we will definitely continue to recommend him to friends and family
- Deanne Palza
My husband and I wanted to find a trusted partner to advise us on our financial plans and help grow our wealth. We met with a couple of firms before meeting with Rob and they just didn’t grab us and it just didn’t feel right. One meeting with Rob and we were both sold on the spot that Rob was our man. And we haven’t looked back. Rob offers a very prompt, efficient and client focused service and always keeps us up to date and on track with what is happening with our portfolio. We couldn’t be happier with the service we’ve received from Rob and wouldn’t hesitate in recommending him to others looking for a trusted financial advisor.
- Simone Fleming
5 Stars to Rob Rich. Fantastic to work with, caring nature and a Human with a gold heart. Highly recommended.
- Tania Sasik
Phillip and the team are completely focused on delivering excellence for their clients.
- Rob Ryan
What an amazing man! Down to earth, realistic and honestly knows his stuff. I have never felt so comfortable leaving my finances in the hands of another person and all it takes is one chat with Robert and he will put you at ease. Thanks, Rob
- Libby Arnold
My wife and I have been fortunate enough to work close with Robert and he has been amazing. Its really special to feel like you are actually cared for and know I am in good hands with our plans. I recommend Robert and his team to anyone. Thank you again for making our experience so memorable.
- Pep Karalus
It was a pleasure to engage Rob to assist with a review of my fiances which included financial modelling of 3 options for my property plans and a review of personal insurances tailored to my needs. He displayed great patience and understanding throughout my journey and gently sent reminders for paperwork he needed without being pushy. He was contactable in person, email, text messages even outside of standard business hours. The plan he produced was not only tailored to me, but his approach and style he adopted was very tailored as well. The future of Financial planning in in safe hands with approaches like Rob’s.
- Amrish Jusrut
Rob and Phil and their wonderful team provide excellent service with the unique combination of award winning professional insights, personalised service and real and genuine care about our future
- David Klingberg
Robert is one of the nicest and most knowledgeable financial advisors I have come across. After previously dealing with advisors that left me disheartened Robs patient and understanding approach mixed with his positive attitude and in-depth knowledge is unparalleled .
- Jordan Adams
I would highly recommend Rob as a caring and passionate financial advisor. Before meeting with rob I felt very apprehensive about discussing our financial situation but rob quickly put my mind at ease and made me feel very comfortable. He asked lots of questions in order to ascertain our true situation and tailor advice accordingly. Beforehand I was nervous about our financial future moving into retirement but his advise showed us how we cam move forward with confidence, taking the worry away. We will be staying with rob for the long term
- Alison Taylor
We have been working with Robert since February this year, just prior to the birth of our second child. He has been a pleasure to work with and has provided comprehensive financial advice to us. Robert takes the time to get to know you and your family so that he can fully understand your financial situation and what your plans and goals are for now and into the future. He is extremely knowledgeable and very passionate about his job. He is a great communicator, responds to calls and emails promptly, and displays a genuine interest in our family. I have no hesitation in recommending Robert and Endorphin Wealth Management
- Pauline Opie
Rob Rich has a well-earned reputation for providing articulate and direct financial advice and he has been the consummate professional for me, particularly regarding my superannuation. His intelligent approach and outstanding knowledge has been second to none. He's a great communicator and has done a fantastic job of translating complex financial issues and concepts into terms that are easy to understand. I would certainly recommend Rob and Endorphin for his well considered and practical advice.
- Melinda Fabrici
Phillip has been my financial advisor for the last few years and I could not be happier. The outstanding retirement planning and financial advice that Phillip provided has put me in the best possible position to enjoy my future with confidence, for which I am extremely grateful.
- Judy Anderson
Phil is attentive and super communicator, great advisor.
- Peter Sagar
Love working with Robert. He is highly skilled, practical and empathetic. Nothing is a problem and he goes ‘above and beyond’. I have no hesitation in recommending Robert as an excellent financial advisor.
- Rebecca Carter
Phil and the crew are very solid financial planners/advisors and provide excellent customer service.
- Ian Johnson
Great company, wonderful people and a genuine focus on delivering the best for clients.
- Gavin Tan
Great advice. Worth listening to.
- Natasha Trenoweth
Excellent service and advice, highly recommend!
- Alex Groh
Phillip and the team at Endorphin have looked after my financial affairs for a few years now and I could not be happier. They are pro active with communication, experts at investment advice and are friendly and great to deal with. They are my trusted financials professionals. I highly recommend them if you are looking for a financial planning team that will look after you for the future.
- Stuart Coulthard
Phillip and the team are experts in their field of financial advice and investments.
- Paul Drossinos
Great financial planning and advice.
- New Dawn Pavings
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