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.

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    Location MelbourneSydney

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    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.

    What are some of our wealth planning products and services?

    • Investment advice (shares, specialist investment funds, annuities, bonds, etc.)
    • Tax effective investment in shares or property through gearing (borrowing to invest)
    • Private school education funding investment plans
    • Retirement planning, including setting up retirement income streams and maximising your tax position through your superannuation

    Why choose Endorphin Wealth?

    Here at Endorphin Wealth, our financial planning advisors will take the time to get to know your individual circumstances so that they are able to provide you with the best wealth planning advice. You will never see us applying a cookie cutter approach to your financial planning.

    We believe in a holistic approach when it comes to wealth management, and we will work with you and your team to tailor a well rounded and comprehensive private wealth strategy that will complement your life plans and goals.

    We are experienced, having around 30 years of collective financial advisory experience, as well as extensive experience in working across complex entity and asset structures. Currently, we manage around $35 million for our clients, with target returns of around 10% per annum over the medium term.

    Would you like to know more? Please contact us  for more information on any of our financial planning and wealth management services.

    Financial Advice

    Make smart decisions
    about your money.

    Retirement planning

    Retirement has changed and we
    need to look at things differently.

    Wealth Management

    Get the right financial advice and
    a solid wealth management plan.

    Tax Effective Investment

    Make smart decisions
    about your money.

    SMSF Investment Advice

    Make smart decisions
    about your money.

    Wealth Preservation

    Get the right financial advice and
    a solid wealth management plan.

    Endorphin Wealth Management
    5.0
    Based on 61 reviews
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    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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