Endorphin Wealth Management – 2018 IFA Excellence Awards

We’re delighted to announce that the team at Endorphin have been named as a finalist for the second year running in a number of categories for the upcoming 2018 IFA Excellence Awards.

Endorphin Wealth Management

Best Client Servicing – Company

Holistic Advice Firm of the Year (2017 & 2018)

Phillip Richards

Holistic Adviser of the Year (2017 & 2018)

Investment Adviser of the Year

Practice Principal of the Year

Robert Rich

Newcomer of the Year

Goals-Based Adviser of the Year

https://www.ifa.com.au/news/25797-finalists-named-for-ifa-excellence-awards

“The ifa Excellence Awards is the pinnacle of events for the nation’s independent financial advice sector,” said Aleks Vickovich, managing editor of ifa.

“This year’s finalists are among the top financial professionals in Australia and have been selected on the basis of high performance.

“Their involvement in this program singles them out as a high-quality financial advice practitioner that has the best interests of clients at the very centre of their business.

The winners will be announced on Friday, 7 September 2018 at the Hyatt Regency Sydney.

How Endorphin Wealth Management can help

We’re focused on advice, rather than product sales

Here at Endorphin, we are not licensed by the big banks and financial institutions, so the advice we provide is always in our client’s best interests. We have the advantage of being able to access a range of products from different providers that can be tailored to our client’s needs. We also utilise subscriptions to four 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 wealth management 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 and to create a happy and carefree retirement. We want all of 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

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.

Robert Rich is a qualified 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.