Endorphin Wealth Management – IFA Excellence Awards
We’re very pleased to announce that Endorphin Wealth Management has been named as a finalist for the 2017 IFA Excellence Awards in the following categories:
Holistic Advice Firm Of The Year
Holistic Adviser Of The Year – Phillip Richards
Now in its fourth consecutive year, the annual ifa Excellence Awards recognises individual and company achievements in the independent, boutique and privately-owned financial advice sector, and is the only industry awards solely benchmarking success in this field.
“The finalists of the ifa Excellence Awards are among the top financial professionals in Australia and have been selected on the basis of high performance on various business, innovation and client service metrics,” said Aleks Vickovich, managing editor of ifa.
“Their involvement in this program singles them out as a high-quality financial advice practitioner that has the best interests of clients at the very centre of their business.”
The winners will be announced at a cocktail awards ceremony on Thursday, 7 September at The Star, Sydney.
How Endorphin Wealth Management can help
Here at Endorphin, we have are not licensed by the big banks and financial institutions, so the advice we provide is always in our client’s best interests. We have the advantage of being able to access a range of products from different providers that can be tailored to our client’s needs. We also utilise subscriptions to three of the top research providers in Australia to cross reference our research and recommendations.
Comprehensive analytics and research
We invest a great deal of time and effort researching the best wealth management strategies for our clients and have developed a number of systems to manage and track the marketplace.
The investment landscape always evolves and it is more important than ever to consider your investments and superannuation funds carefully. We pride ourselves on being experts in researching opportunities, investments and strategies that fit in with your retirement goals and to create a happy and carefree retirement. We want all of our clients to get on with enjoying their life rather than worrying about money.
Phillip Richards and Robert Rich
Endorphin Wealth Management
Phillip Richards is a qualified Financial Advisor with over ten years’ experience. Contact Phillip today to discuss how you can build your own wealth and plan to reach your retirement goals.
Robert Rich is a qualified Associate Financial Advisor with over nine years of personal investment experience. Contact Robert today to discuss how you can build your own wealth and plan to reach your retirement goals.
This information is general in nature and does not take your personal situation into account.
Contact Us for quality financial advice so you can feel good about your future.