Endorphin Wealth Management | Investing service

Endorphin Wealth Management

Phone: (03) 9603 0072

Add/Update information

Reviews

Tags

• Businesses
• Financial service
• Investing service
• Finance
• Financial planner

25.01.2022 Were very excited to announce a new addition to our team - Rohan Gorringe as our Practice Principal. Rohan joins us with 20+ years experience in the financial advice industry and has already had a great impact collaborating with our clients and our staff alike. Were looking forward to adding his experience to our pool at Endorphin Wealth as we continue to grow moving forward!... https://endorphinwealth.com.au/team/rohan-gorringe/ #financialadvice #endorphinwealth

25.01.2022 Ever since Phillip since started working in the world of financial planning, he has gained enormous satisfaction helping out clients achieve their life goals. So many people reach their mid to late-career having done very little financial planning, often having avoided doing so simply because they find the process too daunting. When he is able to help lift the veil and provide professionals and soon-to-be retirees with financial clarity, their sense of direction (and often ...relief) is hugely rewarding for him. Book a free consultation with Phil at endorphinwealth.com.au/contact/

25.01.2022 Were very excited to announce that Endorphin Wealth has expanded the team in Melbourne welcoming David Patterson. David joins us with over 12 years experience in the financial services industry having previously held roles as an Associate Advisor and in Client Services. https://www.endorphinwealth.com.au/endorphin-wealth-david-/

25.01.2022 Since our updates late last month we have seen continued volatility in financial markets, culminating in substantial drops in equity markets over the last few days. The steep falls have been caused by a combination of the coronavirus and reduced oil prices as a result of oversupply vs lower demand. Read more about the Market Volatility here: http://ow.ly/8Bg450yHshg

25.01.2022 Financial freedom and early retirement might seem inconceivable, but it is an achievable goal for many Australians. The key to financial freedom is investing and sticking to a budget. Read through our blog on how financial freedom by 50 is possible. https://endorphinwealth.com.au/financial-freedom-by-50/... #EndorphinWealth #FinancialAdvice #RetirementPlanning #WealthManagement

25.01.2022 We're thrilled to announce the arrival this week of Michael Sauer joining us as a Financial Advisor. Michael brings years of experience supporting families all around Melbourne and we're delighted to have him in our team! #financialadvice #lovethisjob #endorphinwealth #feelgood

24.01.2022 At Endorphin, we believe the idea of retirement has changed and we need to look at things differently. https://www.endorphinwealth.com.au/retirement-planning-sem/

24.01.2022 Were very excited to announce that Endorphin Wealth has expanded the team in Melbourne welcoming Michael Eagar. Michael joins us a Senior Financial Advisor and has over 8 years experience in the financial advice and financial services industry and has already impressed us with his passion for providing client-focused advice to our clients. Were looking forward to see his continued success at Endorphin Wealth as we continue to grow moving forward!... https://endorphinwealth.com.au/team/michael-eagar/ #endorphinwealth #financialadvice See more

24.01.2022 The benefit of receiving an inheritance is that it provides you with a step-up to achieve your financial goals earlier than you might have thought possible. Depending on its value, you should consider discussing the implications of your inheritance. https://endorphinwealth.com.au/you-have-received-an-inheri/ #FinancialPlanning #WealthManagement #RetirementPlanning

20.01.2022 Great to hear our very own Phillip Richards on the recent Livewire Markets podcast. "Getting started as an investor is a daunting task. Even for experienced investors, information overload can be a problem, but for the new investor, its hard to even know where to look for a starting point." Click here to listen to Phillips interview:... https://podcasts.apple.com//investing-a-how-/id1305615859 See more

19.01.2022 Not ready for a move into full retirement? Youre not alone. Many people look forward to retirement however for one reason or another arent ready to jump in with both feet. No matter what the reason, many people are choosing to phase into retirement instead of entering a complete, traditional one.... Read through our blog on how to phase into retirement: https://endorphinwealth.com.au/phasing-into-retirement/ #financialadvice #retirementplanning #wealthmanagement

19.01.2022 The idea of retirement has changed. Figuring out how much money you need, i.e your number, is simply mechanical, and software can now do that. At Endorphin Wealth, we help retirees get a better Return on Life. This new approach to retirement planning integrates health, wealth, work, and leisure. Read more on our blog on how to retire successfully.... #FinancialAdvice #RetirementPlanning #WealthManagement https://endorphinwealth.com.au/how-to-retire-successfully/

18.01.2022 When planning for retirement, it is important to consider the financial / lifestyle impact of living beyond your statistical life expectancy. At Endorphin Wealth, we craft our advice to include strategies for longevity, read through our blog here: https://endorphinwealth.com.au/longevity-retirement/ #financialadvice #retirementplanning #wealthmanagement

18.01.2022 Establishing retirement / financial plans and making adjustments as certain milestones are met and new goals are created is what makes Glenns role as an Adviser the best job in the world. A role where hes consistently assisting clients achieve their goals and ever-changing needs through the advice he provides brings with itself a level of satisfaction that is unmatched with other professions. Book a free consultation with Glenn today at https://endorphinwealth.com.au/contact/

17.01.2022 Are you managing your money in a way that improves your life? Believe it or not, not everyone does in fact many people do not. Our Return on Life Index asks you to assess 10 aspects of your life that relate to whether or not you are making progress. Take your free ROL assessment when you read through our blog: https://endorphinwealth.com.au/whats-your-return-on-life/... #FinancialAdvice #RetirementPlanning #WealthManagement

16.01.2022 At Endorphin Wealth, we are committed to helping you continue your financial success, so you can pave the path towards a bigger, better and brighter future. Relationships are at the heart of what we do, and we are dedicated to building long-term connections with our clients. With us, you know your wealth is in good hands, and we are here to help you achieve your goals so can feel good about your future. Contact us today for a free consultation.

16.01.2022 After a strong 2019 in terms of returns, stock markets are adjusting to risks in the global economy, and in particular over the past few days, risks to the global economy posed by the Coronavirus (COVID-19) which up until last week, had been somewhat downplayed by markets. We answer some questions our clients may be asking in relation to their investment portfolios: http://ow.ly/v1X350yB6fU

16.01.2022 Regardless of your age, it is important to start contemplating your retirement as with most things in life, the younger you start planning, the better! https://www.endorphinwealth.com.au/retirement-planning-imp/ Learn more about planning for your future when you attend our free seminar, register here: bit.ly/2NdSjWJ

15.01.2022 When we ask clients to describe their ideal retirement, two of the most common responses are: being healthy and financially secure. In our experience, the successful retirees find ways to align these two goals and throw in a little fun as well. Read through our blog as to why developing good habits can lead to big dividends down the road for both your health and your retirement. https://endorphinwealth.com.au/focus-on-good-habits-for-yo/... #financialadvise #wealthmanagement #retirementplanning

15.01.2022 Are you managing your money in a way that allows you to live your best life? We believe that true financial planning places your life at the centre of the conversation and not your money. Life-centered planning starts with understanding your story, we then help you identify and prepare for lifes transitions. Read more about life-centered advice here:... https://endorphinwealth.com.au/investment-centered-vs-life/ #financialplanning #wealthmanagement #retirementplanning

15.01.2022 Most business owners will come to a time where they want or need to sell their business and move on to their next venture. Before committing to selling a business, it is important to talk to your accountant to have a full understanding of the tax implications of the sale. #FinancialAdvice #RetirementPlanning #WealthManagement #EndorphinWealth https://endorphinwealth.com.au/making-the-most-of-your-bus/

13.01.2022 Were very excited to announce that Endorphin Wealth has expanded the team in Melbourne welcoming Husnia Noori. She has commenced in our Support Team and is looking forward to developing her skill set and working with her own clients in the near future. https://endorphinwealth.com.au/endorphin-wealth-husnia-noo/

13.01.2022 Robert is thrilled to be able to assist his clients clarify their financial futures. He enjoys researching and implementing effective solutions for his clients that not only provide them with a firm financial direction but also give them clarity and confidence in that direction. Robert is determined to do what he can to improve the situation of people who are held back by their financial position and help them achieve their personal and financial goals. Book a free consultation with Robert today at endorphinwealth.com.au/contact/

13.01.2022 The Government is proposing to allow individuals affected by the impacts of the Coronavirus to access up to $10,000 of their superannuation in the 2019-20 financial year and a further $10,000 in the 2020-21 financial year. Read through our blog to know if you are eligible and how you can apply: http://ow.ly/CVvV50yTSfl #financialadvice #wealthmanagement #retirementplanning #superannuation

12.01.2022 Endorphin Wealth holds our clients and team members health and well-being in the highest regard. As such, we are taking logical steps to ensure our business continuity and to ensure everyones safety given the escalating health crisis and to deliver the same service as always. The physical office has been closed for the last couple of weeks as we moved to a working from home arrangement across the whole business. Our contact numbers will continue to be the same with our team... members working remotely and calls diverted to our phones and mobiles. Instead of face-to-face meetings, we are taking the approach of conducting online conferences via Zoom or other similar technologies to our clients and colleagues and we recommend having these important sessions done remotely. Endorphin Wealth will continue to operate and provide financial advice, research and support to our new and existing valued clients and ensure they receive the assistance and guidance they require. If you have any queries, please contact your advisor or reach out at [email protected]

11.01.2022 Endorphin Wealth is offering free financial advisor support to three families who have been significantly impacted by Australias ongoing bushfire crisis. Families who have lost homes and loved ones may not be aware of the many financial tactics they can employ to access some much-needed relief in their time of need and we can help them understand their options when it comes to managing debt and repayments. Those that wish to apply for the pro-bono assistance can contact us on our website

08.01.2022 We are excited to share that were re-launching our referral prize draw promotion for our existing clients to reward them for referring friends and family members. Wed love the opportunity to assist the people they know to reach their own financial goals! Read more about the promo here: https://endorphinwealth.com.au/2020-client-referral-prize-/

07.01.2022 Merry Christmas from our Endorphin family to yours! We look forward to collaborating with you all again in 2020!

07.01.2022 The world economic situation continues to present uncertainty and challenges for investors as the infection and mortality rates of the COVID-19 virus develops at uneven trajectories across countries and regions. Read through our blog to know the market outlook for global markets, you can check the market update here: https://endorphinwealth.com.au/market-update-april-2020/ #financialadvise #wealthmanagement #retirementplanning

06.01.2022 We're so proud to announce Glenn Malkiewicz - Financial / Retirement Adviser has won the 'Goals Based Advisor of The Year' at the recent IFA Excellence Awards. It's a great recognition of his focus on ‘Life-Centred Financial Advice’ and a testament to all of the hard work he puts in for his clients on a daily basis! Congratulations Glenn! https://endorphinwealth.com.au/congratulations-to-glenn-ma/

05.01.2022 It's certainly been a big week in the finance sector here in Australia! Click through to get our take on the Federal Budget and of course feel free to reach out if you have any questions about it's effects on your own situation. https://endorphinwealth.com.au/2020-federal-budget/

05.01.2022 Have you ever joined the dots between positive thinking and your financial habits? Discover how optimism helps you fuel your sense of happiness, work and financial success when you read through our blog here: https://endorphinwealth.com.au/keeping-an-optimistic-minds/

05.01.2022 We are excited to share that we recently launched a managed discretionary account (MDA) service, in collaboration with Oreana Portfolio Advisory Services, licensee Lifespan Financial Planning, and platform provider BT Financial Group. The MDA would provide Endorphin clients with significant additional investment experience and oversight, and technological capabilities. Read more:... https://www.moneymanagement.com.au//endorphin-launches-mda #FinancialAdvice #RetirementPlanning #WealthManagement

04.01.2022 Your superannuation is your main means of funding a comfortable retirement. So, growing your super should be an important focus in investing for your retirement. Read through our blog on how to grow your super. https://endorphinwealth.com.au/turbo-charging-your-super/... #FinancialAdvice #RetirementPlanning #WealthManagement

03.01.2022 Its quite common to see clients so busy focusing on their current day-to-day, that theyre not considering their options in the future. Fortunately, we have some ideas! Learn more about the importance of retirement when you join our free retirement planning seminar, register here: bit.ly/2NdSjWJ https://www.endorphinwealth.com.au/importance-of-retiring-/

03.01.2022 Amy has been a much-loved client of Endorphin Wealth since early 2018. Fast forward two years and Amy has kicked some major financial goals. She has enjoyed some fantastic returns from her investments and she has used those funds to tick off one of her major short-term aspirations; buying her first home. She even managed to survive breast cancer.... In our first edition of Endorphin Zen series, Amy shares her story of health, wealth and how fun and friendship has been a central part of her financial management experience with Endorphin. Read about Amys incredible story here: https://endorphinwealth.com.au/helping-amy-in-finance-and-/ #financialadvice #wealthmanagement #reitirementplanning

02.01.2022 A big congratulations to Robert Rich CFP - Financial Advisor for completing his Certified Financial Planner (CFP) studies! The CFP signifies the highest designation in financial planning and is coupled with a commitment to the highest ethical standards. https://endorphinwealth.com.au/robert-rich-completes-his-c/

02.01.2022 For this week, wed like to welcome a special guest blogger Lee Buoy from Melbourne Real Estate as she shares her insights on Melbournes Vacancy Rates For Investment Properties. Read through the blog here: https://endorphinwealth.com.au/melbournes-vacancy-rates-fo/

01.01.2022 We’re delighted to announce that the team at Endorphin have been named as a finalist for the fourth consecutive year in a number of categories for the upcoming 2020 IFA Excellence Awards: Phillip Richards Investment Adviser of the Year (2018, 2019 & 2020) Holistic Adviser of the Year Robert Rich CFP - Financial Advisor... Client Servicing Individual of the Year (2019 & 2020) Client Outcome of the Year Risk Adviser of the Year Glenn Malkiewicz - Financial / Retirement Adviser Goals Based Advisor of the Year (2019 & 2020) Ray Kan Transformation of the Year Endorphin Wealth Management Marketing Program of the Year https://endorphinwealth.com.au/2020-ifa-excellence-awards/ See more

01.01.2022 Robert Rich CFP - Financial Advisor was recently featured by Suzanne Diprose at Performance Advantage to discuss the importance of financial wellness and to share how financial literacy can help you to gain control of your financial future.