ENDORPHIN WEALTH MANAGEMENT – 2019 IFA EXCELLENCE AWARDS
We’re delighted to announce that the team at Endorphin have been named as a finalist for the third consecutive year in a number of categories for the upcoming 2019 IFA Excellence Awards. Endorphin Wealth Management Client Servicing Company of the Year (2018 & 2019) Holistic Advice Firm of the Year (2017, 2018 & 2019) Boutique […]
Benefits of a studying an MBA
You’ve got to learn more to earn more! We’re noticing a lot of our clients are studying in their spare time to continue their education – either at a higher level in their chosen profession or to perhaps venture down a new path. For our business professional clients, an MBA – Master of Business Administration […]
Debt Recycling 101
What is Debt Recycling? Debt recycling is a method of turning your current non tax-deductible debt, such as your mortgage, into a more beneficial tax-deductible debt. Any debt that is used for personal reasons, like buying a home or car, is not tax deductible – however, the equity in home loans can be recycled and […]
Endorphin Wealth Management – Announcement
We’re delighted to announce that Robert Rich has joined Phillip Richards as a partner at Endorphin Wealth Management. Robert has been an outstanding contributor to the growth of the practice, highlighted by winning the ‘Newcomer of the Year Award’ at the 2018 IFA Excellence Awards. He has worked diligently to build his own client base […]
Five Best Getaways in Victoria
A bit of a change of pace this week – as we approach the half-way point of 2019, many of our clients are looking to have a little getaway to recharge their batteries. So here are our top 5 picks for a getaway in Victoria.. Don’t forget to send us a postcard! The Grampians Three […]
Benefits to Buying Commercial Property with Your SMSF
With over 600,000 SMSF in Australia today, one of the most common questions we’re asked is ‘Can we buy a property to live in with our Superannuation funds?’. It would appear to be a great idea on face value, but unfortunately this is not allowed and there are some considerable consequences for breaching the governing […]
Money Management Awards 2019
Phillip, Glenn and Andrew are in Sydney this week to celebrate Phillip being named as a finalist for both ‘Financial Planner of the Year’ and ‘Young Achiever of the Year’ at the 2019 Money Management Awards. An outstanding achievement given the quality of advisors around the country, but on this occasion unfortunately the award has […]
Five Tips to Minimise Your Tax
Tax time is approaching! For some of you, this will bring a sense of dread. A reminder of your income you have foregone over the last 12 months to keep our society functioning. For our clients, we’ve implemented numerous strategies to legally minimise their tax so they have more money available to invest as they […]
Congratulations to Phillip Richards – Money Management Awards 2019
We’re delighted to announce that Phillip Richards has been named as a finalist for both ‘Financial Planner of the Year’ and ‘Young Achiever of the Year’ at the 2019 Money Management Awards. From The Money Management website: —– https://www.moneymanagement.com.au/news/financial-planning/best-advisers-and-bdms-industry-recognised All the finalists for the Money Management Fund Manager of the Year awards have been […]
Endorphin Wealth Management – New Look Team (April 2019)
2019 is off to a great start! We’ve seen excellent growth in the accounts of our clients, and we’ve also seen growth in the team here at Endorphin! Andrew, Gianni and Taylor have all been wonderful additions to our team. They’re enabling us to provide a much higher level of service to our clients and […]
