We are known for our genuine client care…
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.
Mihir
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!
Stevan
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!
Jennifer Pitson
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.
Stuart Coulthard
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
David Klingberg
One couple identified a few areas of their finances that they had questions about:
- Our children are almost adults and we’re looking for more life/work balance. How can we ensure our money is working well for us and how do we enjoy some more free time?
- With interest rates at an all time low, should we move the money from our savings into something that has better opportunities for growth?
- We have been paying extra against our home for years now and have built up a good amount of equity. What can we do with this that will make our dollar work harder for us?
These are great questions, find out the answers. It all starts with a chat.
Security
The safety of knowing you’ll be supported if you or our partner fall ill.
More for Every Dollar
Isn’t it time your money started working as hard as you do?
Lowering Debt
The freedom to book that next holiday is just around the corner.
Work / Life Balance
Helping find the support you need to enjoy the fruits of your labour.
A Secure Future For You And Your Family
Everyone wants the best for their children – ensure their future is as bright as yours.
Retiring Comfortably
Putting the right pieces in place to ensure you can retire the way you want to.
They arranged an obligation free appointment with their Endorphin Wealth Advisor to discuss their questions.
Their advisor was able to educate them into the benefits of consolidating their debt and investing their surplus cash into growth areas.
The advisor was also able to calculate the appropriate level of personal insurance the couple should have to insure their family in the event that something going wrong. It turned out the default insurance cover they had as part of their industry Super Fund really wasn’t enough for their actual family circumstances.
Finally, the advisor was able to review their current Superannuation fund and investments held within the fund. It was apparent that the fund was underperforming over the last few years and Ben mentioned that he wished he had greater control over the specific investments. The advisor was able to run comparisons on the fees and previous returns of many funds that would enable the couple to gain more control over their Superannuation investments and align the investments to be more suited to their needs.
Michael and Karen are now well on their way to their savings goals for their children’s future and are much more relaxed knowing that their family’s finances are protected. Their Superannuation has been rolled over to a fund that gives them more control over their investments and their advisor pays close attention to the investments they are holding.
“My wife and I engaged Robert and the team for advice and since our initial meeting we have been extremely impressed with their professional service and outstanding advice. We did not have a lot of experience in wealth management and we feel we are in great hands with them. Robert and the team will always give us all of the time and assistance we need. They make us feel constantly valued.
10/10 and couldn’t be happier.”
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
