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Financial Planning For Retirement- Life First, Money Second

When it comes to helping our clients for retirement planning, Endorphin Wealth places a premium on understanding the type of lives our clients want to lead as retirees.

We genuinely believe that your retirement is about maximising your ‘Return On Life’.

Retirement must give you the freedom to enjoy the fruits of a lifetime of labour in a way that will help bring you the most outstanding level of fulfilment from the rest of your life.

That’s why we do retirement advice a bit differently at Endorphin Wealth.

As a privately-owned firm, we build and provide financial strategies that are entirely custom made to the specific needs, desires and goals of Endorphin’s clients.

Matching this passion for our clients with our exceptional calibre of advisers who specialise in assisting those approaching retirement delivers an extraordinary level of service that provides safety of mind and clarity for their financial future.

Read on to learn more about the Endorphin difference or leave your details on the adjacent form to book in a consultation with one of our experienced financial advisers.

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    How Can Financial Planning Help You Plan For Retirement

    For some people, the prospect of retirement is a source of excitement.

    The chance to live free from work. The opportunity to do things that previously weren’t possible.

    Suppose you’ve ever wondered how you will be able to maintain your lifestyle in retirement, support your dependents or even simply pay off your home. 

    In that case, retirement planning can be an effective way to rid yourself of these anxieties.

    Endorphin Wealth assists our retirement planning clients by managing their money, superannuation and investments.

    We build and put in place a personalised strategy to ensure our clients enjoy the best Return On Life possible.

    By trusting a professional financial adviser with an ability to listen and understand your current situation and the retirement goals you have, you can find the answers you seek and implement a plan that allows you to attain them.

    Return On Life – Retirement Advice With A Difference

    At Endorphin Wealth, we proudly use the online assessment tool, Return On Life, to assist our clients and our advisers in painting a clear picture of the type of retirement they want.

    The Return On Life tool assesses our clients on a range of facts, from the fulfilment they receive from their work to their ability to access and enjoy their hobbies and their overall autonomy in life.

    This simple, free-to-use online process can be completed right here on the Endorphin Wealth website!

    Complete your assessment today and book in a free consultation with an Endorphin Wealth retirement advice expert.

    Trusting Your Retirement Planning With Endorphin Wealth

    Trusting anyone with the planning and fulfilment of your retirement dreams is a big deal, and we don’t take that responsibility lightly at Endorphin Wealth.

    Our suite of retirement planning and investment services are underpinned by our ability as a privately owned firm to search far and wide for the best solutions to produce a plan that is tailored to the client.

    This life-centred approach puts you at the centre of the conversation, not your assets. We take the time to understand you, your situation, your story, and the possibilities and challenges ahead of you. We then help you identify and plan for the expected transitions in your life.

    Since opening our doors, Endorphin Wealth has provided financial planning and advice to hundreds of families across Australia.

    With over 70 five-star reviews on Google, our trail of satisfied clients speaks for itself and you can feel safe in trusting your future with us.

    With a proven track record of assisting hundreds of families across Australia who entrust Endorphin and our team of expert financial advisers to help them plan for retirement, you can be confident in our ability to help you realise your dreams for retirement.

    And all of that is before we mention the consistent industry recognition Endorphin and our advisers have received.

    Getting Started With Retirement Planning

    Getting started on the road to a future, you can feel good about is as easy as booking in your free consultation with an Endorphin Wealth financial adviser.

    Head to our Contact Us page or complete your free Return On Life Assessment to tell us a little bit about yourself, and we will match you with an adviser for your first consultation.

    For an obligation free conversation about your financial future, please contact us.

    Endorphin Wealth Management
    5.0
    Based on 61 reviews
    powered by Google
    Rebecca Wadley
    Rebecca Wadley
    04:56 04 Jun 20
    Justin and the team at Endorphin Wealth are professional, trusted advisors who provide good quality service with the... client at the heart of all they do. Their approach is quite unique and customer centric. I would have no hesitation in referring my clients, friends and family through to Justin and the Endorphin Wealth team.read more
    Vanessa Doller
    Vanessa Doller
    07:13 02 Jun 20
    I wholeheartedly endorse Rob Rich and his team at Endorphin Wealth. When it comes to financial advice you want the... best. Rob is so knowlegable, passionate about his clients future, and, really takes the time to get to know you as a person and understands your situation, to then be able to advise accordingly. Rob is someone you want on your team to help you create personal financial security for your future.read more
    Natasha Barton
    Natasha Barton
    00:16 01 Jun 20
    I have been dealing with Phillip and the team at Endorphin Wealth for approximately 18 months. They have helped me a... great deal with both defining my financial goals, and putting a plan in place to achieve them. The team have always been professional and responsive. I highly recommend Endorphin Wealth for anyone looking to secure their financial future.read more
    Suzanne Diprose
    Suzanne Diprose
    21:52 26 May 20
    Roberts understanding of financial management is extensive - so is his understanding of people and their needs. Highly... recommended.read more
    Glenn Hill
    Glenn Hill
    02:19 23 Apr 20
    I approached Endorphin Wealth with a really complex problem that I genuinely thought had no solution. The level of... attention, respect, and care David Patterson and Phillip Richards afforded me is completely invaluable. Their advice has made a significant and tangible difference; I can not recommend them highly enough.read more
    Alana Blizzard
    Alana Blizzard
    22:31 22 Apr 20
    Robert was Fantastic to deal with! Super friendly and very personable. We were not experienced and unsure of what we... needed/was best for us but Robert guided my partner and I through everything clearly and always answering any concerns we may have had. Very informative, easy to deal with and friendly.Thanks for all your help 🙂read more
    Sharon Vidot
    Sharon Vidot
    22:19 09 Mar 20
    Robert is a great listener and invested in what is important to you. If you want to work with someone who cares about... you and leads with integrity then he is the man to help you down your financial path.read more
    Chris Chivers
    Chris Chivers
    09:03 19 Feb 20
    Upon a recommendation through a friend, we contacted Rob to discuss our financial position and to seek his guidance for... our future aspirations. Rob has been fantastic! His knowledge of all things financial has been very impressive, but also, his genuine concern and interest in what we were looking for, has meant we can seek advice at any time.We couldn’t recommend Rob highly enough to anyone who’s looking for a trusted and professional financial wiz!read more
    amair arif
    amair arif
    12:55 03 Feb 20
    Excellent and expertise financial advise from Justin Hooper. Great help in managing my super funds and educated me well... of whole process. Great skills and management, very well presentation of process which makes me understand well. Thanks Justin for wonderful service, making whole process smooth. Highly Recommended. 👏👏👏👍🏻👍🏻read more
    Brigid Butler
    Brigid Butler
    08:55 29 Jan 20
    Robert has been a joy to work with. He puts you at ease and explains everything in an easy to understand way. He asked... pertinent questions about my personal situation so he could come up with a financial plan that would ensure that I can live the life I want going forward. He is friendly, caring, passionate about his work and always responds promptly to emails and phone calls. I consider myself very lucky to have met him.read more
    Mitchell Brereton
    Mitchell Brereton
    22:26 14 Jan 20
    I was recommended to Justin last year and he was been amazing. In the 9 months of working with him he has given me a... clear vision and goal of my financial situation for the next 20+ years. He always answers the phone & I feel much more at ease now that i have Justin's guidance. Could not recommend him any higher!read more
    Gerard P
    Gerard P
    00:58 30 Nov 19
    Robert is fantastic. He helped me to clarify my financial goals and to put in place a clear plan to achieve them. He is... a pleasure to work with and I highly recommend his services.read more
    Caradi Miller
    Caradi Miller
    00:42 16 Nov 19
    Robert was recommended to me via my accountant. From our very first phone call I knew that Robert was the person to... help me with setting up my financials for my future retirement. His easy going, friendly and knowledgeable personality makes talking and doing finances a breeze. I highly recommend Robert for all matters regarding personal and SMSF finances.read more
    Andrew Di Luciano
    Andrew Di Luciano
    23:29 09 Sep 19
    My Financials was a mess from Savings to Super, i was hesitant to approach anyone with my financials but i needed to do... something fast, I approached Robert after i saw some reviews online, i received a warm welcome from Robert and Staff at Endorphin Wealth Management, I explained my situation, Robert introduced me to a couple more people to get my credit in order as well as my taxes, Robert took care of the rest, he immediately went to work and got all my super in order and we even started a personal portfolio thinking about the long term, i am better off financially now that i have everything in order and visible. I highly Recommend Robert and this team for his knowledge, support and keen eye for detail. 🙂👍 - 5 Star Rating ✨✨✨✨✨read more
    Sue Curry
    Sue Curry
    23:57 02 Sep 19
    We recently decided it was time to get our finances in control and look to our future retirement. On a recommendation... from a work colleague, we contacted Robert from Endorphin Wealth to help. Robert was professional, knowledgeable and a delight to deal with. He took away our stress and streamlined our finances and investments, personalizing everything to suit our individual needs and circumstances. Both my partner and I would highly recommend Robert to anyone looking to secure their future finances and investments.read more
    Timothy Mannix
    Timothy Mannix
    01:42 09 Aug 19
    I am extremely happy with the attention and care Rob has provided us from Endorphin over the past 18 months. No query... is too insignificant or small for his attention and his advice and management has certainly helped me become more confident and feel more secure about my future planning. Thank you Rob!read more
    Ann M
    Ann M
    08:17 16 Jul 19
    I have been working with Glenn for around 6 years. His advice over that time has help me build my superannuation &... retirement assets to a point where I can afford to retire. Around 6 months ago I decided that I wanted to formally retire. Glenn discussed importance of retiring to something and we spent time developing my vision for retirement. This included spending more time with my family, learning how to paint, mentoring my grandchildren, and keeping active by joining a swimming class. He also discussed the important lifestyle benefits that my work provides and how I can replace these once I leave the workforce. This holistic approach is true retirement planning. Because of Glenn I’m confident that I not only have enough money to retire but will also live a fulfilling and energising retirement.read more
    Next Reviews

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    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

    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.

    Michael O’Mara

    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

    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.

    Ann M

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