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Our measure of success for you does not only include positive returns on your money, investments, and superannuation.
We believe the ultimate use of your money is to get the best life possible with the money you have and accumulate over time. We use our Return on Life (ROL) index to assess if we are making progress. This index asks about aspects of your life that are impacted by money.
The ROL Index—which is broken down into 3 broad categories, Well-Being, Progress, and Freedom allows you to highlight areas in your life that you would like to see improvement in.
We believe if you are using your money in a manner that improves your well-being, as well as your sense of progress and freedom, then we know you are getting the best life for your money.
The ROL Index is one way we measure success and progress in your life.
The ROL Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. We identify areas where you can use your money more effectively to make things better. And, importantly, celebrate the areas where you’ve made progress.
Feel free to take the free assessment here (takes around 5 minutes)
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.
For an obligation free conversation about your financial future, please contact us.
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