Experienced Financial Planning Consultants and Investment Advisors, Melbourne
Life can be unpredictable, but your wealth does not have to be. With Endorphin Wealth Management, we are proud to be among the best professional financial advisors in Melbourne, providing our clients with certified financial planning services and investment advice that will grow your wealth.
What is good financial planning?
Financial planning is the ongoing process of making smart decisions about your money so that you are able to achieve your goals in life. A good financial plan should cover all aspects of your life, including investing your surplus funds, minimising your tax, considering how your family will manage without your income should you pass away and putting the right wills in place to protect your family. These all help to ensure that your wealth grows with you.
Do you need a financial planner?
+ Are you going to be financially ready to retire?+ Do you get a tax refund every year?
+ Do you know how much your investments are costing you?
+ Do you have a will or trusts set up in case of illness or death?
+ Have you come into a large sum of money?
+ Are you ready to invest but don’t have the time or energy to study the market?
If you answered yes to any of the above questions, you could be in need of a financial planner. If you are a high earning professional, approaching retirement or an family with a high net worth, engaging professional financial planning consultants is key to managing your wealth.
What can we do for you?
+ Investment advice (shares, specialist investment funds, annuities, bonds, etc.)
+ Tax effective investment in shares or property through gearing (borrowing to invest)
+ Private school education funding investment plans
+ Retirement planning, including setting up retirement income streams and maximising your tax position through your superannuation
Here at Endorphin Wealth Management, we will take the time to get to know your individual circumstances so that our investment advisors are able to provide you with the best financial advice. We believe in a holistic approach when it comes to financial planning, and we will work with you to tailor a well rounded and comprehensive wealth strategy that will complement your life plans and goals.
As you will discover, our team of financial planners are equipped and experienced in investment financial planning strategies. Our personalised and professional service means we are able to handpick the most fitting investments for you across multiple platforms, and deliver specialist advice, plans and strategies.
Relationships are important to us, and we believe that there is no better way to serve our clients than to understand who they are and what they need. We believe that no two clients are the same, and it is only by gaining an in depth knowledge of your needs and aspirations that we will be able to provide you with the best financial planning services. You will never see us applying a cookie cutter approach to your financial planning.
Why choose Endorphin Wealth Management?
Endorphin Wealth Management currently manages over $35 million for our clients, with target returns of around 10% per year over the medium term. We are a privately owned, values based financial advisory with a passion for finding the best solutions for our clients.
When you choose Endorphin Wealth Management, you are choosing a financial planning service that:
+ Saves our clients fees in their superannuation
+ Provides better performing investments than the “default” investment options within our clients’ superannuation
+ Initiates “tax effective investment strategies” to help our clients grow their wealth and save tax
+ Saves clients insurance premiums by comparing 10 of the best providers in the Australian market
+ Calculates a detailed “insurance needs analysis” to ensure the cover is relevant to our clients’ needs
We are experienced, having around 30 years of collective financial advice experience, with a solid track record backed up by client testimonials and awards. What’s best for our clients is best for us!
Would you like to know more? Please contact us for more information on any of our financial planning services, and find out how we can help you feel good about your future.
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