• Establish

    YOUR GOALS

    When it comes to securing your financial future. Establishing your goals is a vital piece of the puzzle, we will help you identify your goals and achieve them with sound advice.

     

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  • Protect

    YOUR ASSETS

    It takes time and effort to build wealth, we will assist with a reliable asset Protection strategy to reduce potential investment and personal losses, so you can continue to grow your wealth and achieve your goals.

     

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  • Grow

    YOUR WEALTH

    Growing your wealth takes time, discipline and commitment on your behalf together with the right Advice partnership and rigorous research.

    Warren Buffett only two rules for investing.
    Rule No 1: “Never lose money”.
    Rule No 2 “Don’t forget Rule number 1”

     

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  • EPG was created to challenge the traditional financial planning and wealth management models with a transparent, innovative, client centric model and forward-thinking culture.

    We are fiercely committed to our clients and their financial wellbeing; main reason we don’t take commissions from any of the investments we recommend and work on a fee only based model.

    At EPG we are focused on strategic planning, first you need to establish your goals, then we need to make sure you protect what you have built and are looking to build, once the foundations have been laid we need to focus on growing your wealth.

    RESOURCES

    We got you covered.

    Want to learn more and stay informed about all things financial check out our resource library.

    EXPLORE ALL RESOURCES

    Superannuation|

    Super Basics

    October 4, 2018
    Insurance|

    Insurance

    October 4, 2018
    Estate Planning|

    Estate Planning and Property

    October 4, 2018
    Superannuation|

    Superannuation

    September 23, 2018