Client Portal
Start planning now.
Feel good about your future.
Sometimes when you least expect it, things can go wrong, so it’s a good idea to plan for the unexpected. By having access to a range of leading insurance providers, we are able to ensure that we can identify the best policy for you.
At Endorphin, we are able to calculate the most appropriate level of cover for your situation if you or your family should suffer an illness or injury.
We then help you find great value cover that is appropriate to your needs.
Our Specialised Advice Process
Connect
What do you want to achieve financially?
Strategise
Consider the options and shortlist
Recommend
Details of the strategy and how it will come together
Implement
Setting up investment, super, lending, insurance, trust structures
Reflect
Like any good plan, we’ll schedule regular reviews to ensure we’re on track
Why
Endorphin
Wealth?
IFA Finalist for Advisory
When you choose Endorphin Wealth, you’re choosing award-winning financial advisory and a finalist at the IFA Industry Awards for Advisory.
A reliable record of getting returns
Our clients have received returns of 11.23% per year for the last 5 years*. We have a history of getting results in planning and expediting our client’s road to retirement, and would love to chat to you more about what we’ve done and what we can do for you.
A values based practice with a client-centred approach
At Endorphin Wealth, we seek to always provide advice that is in the best interests of the client. We operate out of values of transparency and trustworthiness, and look to take the worry away from clients and instead provide clarity around their financial future.
* Stats from 30/6/2018
We’re very pleased to announce that Endorphin Wealth Management was a finalist for the 2018 IFA Excellence Awards, and Robert Rich was a winner of the Newcomer of The Year. At Endorphin, customer service excellence is a key focal point and we constantly look to enhance the service offering to our clients.
Authorised Representative of Lifespan Financial Planning Pty Ltd ABN 23 065 921 735. Australian Financial Services Licence 229892.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
We’re very pleased to announce that Robert Rich has won the Best Newcomer of the Year, and Phillip Richards has been named as a finalist for the 2018 IFA Excellence Awards.
Our awards
Holistic Advice
Firm of the Year2017,2018 & 2019
Client Servicing
Company of the Year2018 & 2019
Goals-Based
Adviser of the Year2018 & 2019
Holistic Adviser
of the Year2017 & 2018
Financial
Planner2019
Newcomer
of the Year2018
