Financial Planning and Wealth Management
Have you made your mark on the world through innovation, exceptional investment decisions, or just hard work? Have you put away a substantial amount of money and are now in need of sound wealth planning advice?
Regardless of how you have acquired your wealth, we feel it is important to protect and grow your wealth going forward, you will need the right financial advice and a solid wealth management plan.
That’s where Endorphin Wealth comes in. We are a privately owned wealth management and financial planning firm here in Australia, with offices in Sydney and Melbourne.
We pride ourselves on our expertise and personalised service, as well as our unique position of being free from the institutional influence that is now prevalent in the Australian financial services industry, so we can provide you the very best advice.
What is wealth management?
Going hand in hand with financial planning, wealth management is simply the science of protecting and growing your private wealth in order to enhance your financial situation. Particularly if you are on a high income, have inherited money, or recently sold a house or business, it is important that you immediately take steps to manage your finances. This allows you to make the most of what you have.
An effective wealth management plan should involve experienced financial advisors who understand your situation and specific goals, and who are able to deliver a comprehensive range of financial services and products that have been tailored to your needs.