New Team Members

Endorphin Wealth Management Team2017 has been such a fantastic year for the practice, we’ve been able to assist many new clients and grow their assets. We’ve also seen a growth to our personnel over the year with three new employees being added to the team!

Jennifer, Nicholas and John have all been perfect additions to our team – enabling us to provide a much higher level of service to our clients. We’re certainly glad that they’re with us and look forward to watching their careers develop with the practice over the coming years.

Their profiles have been updated on our Our Team page if you would like to learn more about them.

And as we sign off on our last blog post of the year, we’d like to wish all of our clients and readers a Merry Christmas and a safe and prosperous 2018. We look forward to continuing our relationships with you in the new year.

Jennifer Chin Compliance and Implementations Officer
Jennifer Chin – Lead, Compliance & Implementation

Nicholas Milborrow
Nicholas Milborrow – Compliance, Implementation & Projects

John Theodorakopoulos
John Theodorakopoulos – Associate Financial Advisor

How Endorphin Wealth Management can help

Non aligned

The advice we provide at Endorphin is always in our client’s best interests because we are not licensed by the big financial institutions. We’re able to access a range of products from different providers that can be tailored to our client’s needs.

We also utilise subscriptions to three of the top research providers in Australia to cross reference our research and recommendations.

Comprehensive analytics and research

We invest a great deal of time and effort researching the best retirement planning strategies for our clients and have developed a number of systems to manage and track the marketplace.

The investment landscape always evolves and it is more important than ever to consider your investments and superannuation funds carefully. We pride ourselves on being experts in researching opportunities, investments and strategies that fit in with your retirement goals. We want, our clients to get on with enjoying their life rather than worrying about money.

For an obligation free conversation about your financial future, please contact us on 03 9603 0072 or at advice@endorphinwealth.com.au

This information is general in nature and does not take your personal situation into account.

Contact Us for quality financial advice so you can feel good about your future.

 

International Investments – Are they worth a look?

International investments are not something that a lot of Australians tend to think about when they consider their investment options. Perhaps there is a sense of having less control, or a perception of increased volatility. But the reality is that to ignore international investment options as part of your portfolio’s mix is to potentially miss out on some good opportunities.

international investmentsTake the last 12 months for instance. Investment management company Vanguard has reported 22.29% grown in its International Shares Index Fund over the past year. This compares with their Australian Shares Index Fund’s return of 15.98%. That’s a healthy local return but an outstanding international one.

According to analysis from another fund manager, Platinum, reasons for the solid performance of international investments boil down to generally strong economic growth globally. This includes economies like Japan, traditionally a laggard in recent years. South Korea, too, has seen good performance in the tech sector from companies like Samsung and LG.

international investments
There is a lot of optimism about China. Platinum’s commentators believe that Western media and analysts have not widely recognised the positive effects of reform in that nation. State investment in infrastructure is still strong and potentially stronger. The signs are that problems that contributed to a slow down in China are being dealt with. These include excess capacity in industries such as steel and cement manufacturing, and very serious pollution,

Maintaining balance

Of course it is critical that you seek professional financial advice before you consider making any type of investment in international equity markets. Our advice would always be that international investment forms no more than a part of a balanced portfolio. Even then it depends on your unique circumstances.

As always, our approach is to consider your own specific situation and goals and to guide your investment strategy against these. That said, if you would like to understand more about the possibilities of international investments and whether or not they could be more prominent in your portfolio, please talk to us.

Comprehensive analytics and research

We invest a great deal of time and effort researching the best tax effective investment strategies for our clients. We have developed a number of systems to manage and track the marketplace.

The investment landscape always evolves and it is more important than ever to consider your investments and superannuation funds carefully. We pride ourselves on being experts in researching opportunities, investments and strategies that fit in with your retirement goals. We want, our clients to get on with enjoying their life rather than worrying about money.

For an obligation free conversation about your financial future, please contact us on 03 9603 0072 or at advice@endorphinwealth.com.au

Phillip Richards and Robert Rich
Endorphin Wealth Management

Financial Advisor Phillip Richards
Phillip Richards is a qualified Financial Advisor with over ten years’ experience. 
Contact Phillip today to discuss how you can build your own wealth and plan to reach your retirement goals.

Financial Advisor Robert Rich
Robert Rich is a qualified Associate Financial Advisor with over nine years of personal investment experience. 
Contact Robert today to discuss how you can build your own wealth and plan to reach your retirement goals.

 

 

This information is general in nature and does not take your personal situation into account.

Contact Us for quality financial advice so you can feel good about your future.