Wealth Management

Financial Planning and Wealth Management

Have you made your mark on the world through innovation, exceptional investment decisions, or just hard work? Have you put away a substantial amount of money and are now in need of sound wealth planning advice?

Regardless of how you have acquired your wealth, we feel it is important to protect and grow your wealth going forward, you will need the right financial advice and a solid wealth management plan.

That’s where Endorphin Wealth Management comes in. We are a privately owned wealth management and financial planning firm here in Australia, with offices in Sydney and Melbourne.

We pride ourselves on our expertise and personalised service, as well as our unique position of being free from the institutional influence that is now prevalent in the Australian financial services industry, so we can provide you the very best advice.

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“We found it difficult to manage our personal investments.”

 

What is wealth management?

Going hand in hand with financial planning, wealth management is simply the science of protecting and growing your private wealth in order to enhance your financial situation. Particularly if you are on a high income, have inherited money, or recently sold a house or business, it is important that you immediately take steps to manage your finances. This allows you to make the most of what you have.

An effective wealth management plan should involve experienced financial advisors who understand your situation and specific goals, and who are able to deliver a comprehensive range of financial services and products that have been tailored to your needs.

What are some of our wealth planning products and services?

+ 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

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“I need a plan to protect what I had worked so hard to achieve.”

 

Why choose Endorphin Wealth Management?

Here at Endorphin Wealth Management, our financial planning advisors will take the time to get to know your individual circumstances so that they are able to provide you with the best wealth planning advice. You will never see us applying a cookie cutter approach to your financial planning.

We believe in a holistic approach when it comes to wealth management, and we will work with you and your team to tailor a well rounded and comprehensive private wealth strategy that will complement your life plans and goals.

We are experienced, having around 30 years of collective financial advisory experience, as well as extensive experience in working across complex entity and asset structures. Currently, we manage around $35 million for our clients, with target returns of around 10% per annum over the medium term.

 

Would you like to know more? Please contact us for more information on any of our financial planning and wealth management services. Speak to one of our friendly team today to 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