Entries by admin

Endorphin Wealth welcomes Alexander Rankin

We’re very excited to announce that Endorphin Wealth has expanded the team in Melbourne – welcoming Alexander Rankin. Alex joins us with 6 years of experience in the financial services industry having previously held Financial Advising roles at other practices and as a Paraplanner. “Throughout my career I have had the pleasure of working with […]

Investment Update March 2021 Webinar

Endorphin Wealth in partnership with Oreana Portfolio Advisory Services is pleased to share with you an Investment Update from Friday 19 March. Hear from 2 professional fund managers, T.Rowe Price and Pendal Group, to gain insights into how they manage portfolios and find the right investment opportunities. Watch the webinar by clicking on the link […]

Pre Retirement Planning

Michael Sauer recently held a pre-retirement planning webinar to discuss the importance of financial wellness and how to ensure that you set up a sustainable and effective retirement strategy. Watch his video by clicking on the link below: The team at Endorphin Wealth is here to help you achieve a positive outlook on your financial […]

Endorphin Wealth Investment Update Webinar

Endorphin Wealth in partnership with Oreana Portfolio Advisory Services is pleased to invite you to an Investment Update on Friday 19 March between 11.30am and 12.30pm via webinar.   About the Webinar You will hear from 2 professional fund managers, T.Rowe Price and Pendal Group, to gain insights into how they manage portfolios and find the right […]

Ethical Investing For Your Financial Future

Ethical investing is being driven by the growing awareness and acceptance of climate change, reducing water sources and other sustainable issues. As such, there has been a significant shift over the past decade in investor preferences towards ethical investing. This trend has been seen across all types of investing, including managed funds, development projects and other […]

Moving through a separation with confidence

There is a pervasive myth that financial advisors only become involved in a separation after settlement. At Endorphin Wealth, our financial advisors become involved in the divorce process very early on. We’re on our client’s team, working collaboratively with their lawyer, accountant, and any other professionals.   An advisor can help balance the scales Family […]

2020 Federal Budget Analysis

The Federal Treasurer Josh Frydenberg, delivered the 2020 Federal Budget on 6 October 2020. As anticipated, the budget included bringing forward personal income tax cuts to deliver tax relief to low and middle income earners for the 2020-21 income year of up to $2,745 for individuals and up to $5,490 for dual income families. The […]

Endorphin Wealth – 2020 IFA Excellence Awards

We’re delighted to announce that the team at Endorphin have been named as a finalist for the fourth consecutive year in a number of categories for the upcoming 2020 IFA Excellence Awards. Phillip Richards Investment Adviser of the Year (2018, 2019 & 2020) Holistic Adviser of the Year Robert Rich Client Servicing Individual of the […]

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 […]