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Making the most of your business sale proceeds

Most business owners will come to a time where they want or need to sell their business and move on to their next venture. Before committing to selling a business, it is important to talk to your accountant to have a full understanding of the tax implications of the sale.   Recruiting a business planner […]

You have received an inheritance, now what?

As a recipient of an inheritance, you are most likely experiencing a loss and some emotional turmoil. It is crucial then, that your first step after receiving an inheritance is… to do nothing.   Rather than rushing out and buying a house or a new car – or indeed, any financial decisions – it is […]

Financial Freedom by 50? Why Not!

Financial freedom and early retirement might seem inconceivable, but it is an achievable goal for many Australians. The key to financial freedom is investing and sticking to a budget. You will consult with a financial planner who will determine the best investment strategies and an achievable savings goal, but reaching that goal depends on your […]

John & Sarah – The Case of ‘Are we there yet?’

John & Sarah were nearly there, or so they thought.  Trouble is, they didn’t know where ‘there’ was…   It all started late one night when John, a Senior Pilot for a major long-haul airline, flying over the Indian Ocean, suddenly thought to himself “How much longer do I have to do this?”   John used […]

The Importance of Financial Wellness

Robert Rich was recently featured by Suzanne Diprose at Performance Advantage to discuss the importance of financial wellness and to share how financial literacy can help you to gain control of your financial future. Watch his interview by clicking on the link below: The team at Endorphin Wealth Management is happy to assist with helping […]

Is How You Manage Your Money Aligned to Your Values?

Have you ever watched a hamster running in a wheel? All that running, all that effort, day after day after day … But the poor little thing never really gets anywhere.   Many of us feel the same way about our money.   More specifically, people feel that way about the work we do to […]

Turbo-Charging Your Super – How To Grow Your Superannuation Fund

Starting from the 2019-20 financial year you can direct more into your super and tap into a concessional tax rate Your superannuation is your main means of funding a comfortable retirement. So, growing your super should be an important focus in investing for your retirement. The tax benefits you receive when saving via your super […]

Longevity & Retirement

There is a perfect storm developing in retirement: Thousands of Baby Boomers are retiring every week in Australia, and The 100-year life will soon become commonplace.   The Long and Short of it Longevity is increasing, and a 65-year-old today is living over 10 years longer than their parents and grandparents did. What this means […]

Media Release: Endorphin Wealth Launches Managed Discretionary Account Service

Increased investment oversight, specialist asset allocation, timely execution and live client access from the convenience of a mobile phone. These are just some of the benefits Endorphin Wealth’s clients are enjoying since the launch of its Managed Discretionary Account (MDA) service. Endorphin Wealth recently added its MDA to an already impressive range of advisory services, […]

Congratulations to Robert Rich for Completing his CFP® studies

We are delighted to congratulate our director, Robert Rich for completing his Certified Financial Planner (CFP)® studies over the last 2.5 years. The CFP® signifies the highest designation in financial planning and is coupled with a commitment to the highest ethical standards. The CFP® designation is recognised in over 26 countries around the world and […]