We’re delighted to announce that the team at Endorphin have been named as a finalist for the third consecutive year in a number of categories for the upcoming 2019 IFA Excellence Awards.
Endorphin Wealth Management
Client Servicing Company of the Year (2018 & 2019)
Holistic Advice Firm of the Year (2017, 2018 & 2019)
Boutique Advice Firm of the Year
Phillip Richards
Investment Adviser of the Year (2018 & 2019)
Practice Principal of the Year (2018 & 2019)
Robert Rich
Client Servicing Individual of the Year
Glenn Malkiewicz
Goals Based Advisor of the Year
Smart Home Deposit
Innovator of the Year
Celebrating its sixth year, the IFA Excellence Awards is the pinnacle event for the nation’s independent financial advice sector, recognising the outstanding success of Australia’s independent and non-aligned advice community, including advisors, licensees, support staff and practices.
“These finalists have not only survived one of the toughest years for the industry but they have thrived. They have created their own opportunities and will be the leaders of the industry moving forward.” said IFA editor James Mitchell.
The winners will be announced at a five-star gala dinner on Friday, 6 September at the Four Seasons Hotel, Sydney.
Jennifer, Robert & Phillip at the 2018 IFA Excellence Awards
How Endorphin Wealth Management can help
We’re focused on advice, rather than product sales.
Here at Endorphin, we 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 four 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.
For an obligation free conversation about your financial future, please contact us on 03 9190 8964 or at [email protected]
The Team at Endorphin Wealth Management
