Financial planning is the ongoing process of making smart decisions about your money so that you are able to achieve your goals in life. A good financial plan should cover all aspects of your life, including investing your surplus funds, minimising your tax, considering how your family will manage without your income should you pass away and putting the right wills in place to protect your family. These all help to ensure that your wealth grows with you.
If you answered yes to any of the above questions, you could be in need of a financial planner. If you are a high earning professional, approaching retirement or an family with a high net worth, engaging professional financial planning consultants is key to managing your wealth.
Here at Endorphin Wealth, we will take the time to get to know your individual circumstances so that our investment advisors are able to provide you with the best financial advice. We believe in a holistic approach when it comes to financial planning, and we will work with you to tailor a well rounded and comprehensive wealth strategy that will complement your life plans and goals.
As you will discover, our team of financial planners are equipped and experienced in investment financial planning strategies. Our personalised and professional service means we are able to handpick the most fitting investments for you across multiple platforms, and deliver specialist advice, plans and strategies.
Relationships are important to us, and we believe that there is no better way to serve our clients than to understand who they are and what they need. We believe that no two clients are the same, and it is only by gaining an in depth knowledge of your needs and aspirations that we will be able to provide you with the best financial planning services. You will never see us applying a cookie cutter approach to your financial planning.
Endorphin Wealth currently manages over $35 million for our clients, with target returns of around 10% per year over the medium term. We are a privately owned, values based financial advisory with a passion for finding the best solutions for our clients.
We are experienced, having around 30 years of collective financial advice experience, with a solid track record backed up by client testimonials and awards. What’s best for our clients is best for us!
Would you like to know more? Please contact us for more information on any of our financial planning services, and find out how we can help you feel good about your future.
Make smart decisions
about your money.
Retirement has changed and we
need to look at things differently.
Make smart decisions
about your money.
Get the right financial advice and
a solid wealth management plan.
Get the right financial advice and
a solid wealth management plan.
Make smart decisions
about your money.
Sanjeev helped us achieve our short and long term financial goals by providing a clear advice, and sometimes even going out of his way to ensure best possible outcomes for us. He is easily approachable and takes a genuine interest in his clients. I have no hesitation in recommending Sanjeev to our friends, family and colleagues.
Compared to other advisers I had met, the difference with Ray was he seemed to care, and our chat was extremely tailored toward my complex goals and structures I had in place. He runs my SMSF and has re-organised my legal structures and recommended me a new accountant and saved a fair amount of money in the process. The best way I can express my high praise and gratitude is via this review!
Glenn Malkiewicz has been a great help in setting up my finances for post retirement. He explained everything clearly in words I could understand and answered my questions promptly and succinctly. I now feel very comfortable about my future going forward. His friendly manner makes him a pleasure to work with. I look forward to consulting with him in the future.
Rob has been amazing to deal with. He is so kind and considerate – especially recently when he developed a plan for my Mum who was struggling to live on a part pension. Rob has changed my Mum’s life..and mine! Thank you Rob! We are forever in debt to you!
Phillip and the team at Endorphin have looked after my financial affairs for a few years now and I could not be happier. They are pro active with communication, experts at investment advice and are friendly and great to deal with. They are my trusted financials professionals. I highly recommend them if you are looking for a financial planning team that will look after you for the future.
Rob and Phil and their wonderful team provide excellent service with the unique combination of award winning professional insights, personalised service and real and genuine care about our future
Glenn discussed importance of retiring to something and we spent time developing my vision for retirement. He discussed the important lifestyle benefits that my work provides and how I can replace these once I leave the workforce. Because of Glenn I’m confident that I not only have enough money to retire but will also live a fulfilling and energising retirement.
