WE PROVIDE FINANCIAL PLANNING FOR:

  • Individuals & Families

    ACCUMULATION OR ENGAGMENT PLANNING

  • Entrepreneurs & Business Owners

    SELF-EMPOWERING PLANNING

  • Executives

    HIGH NET WORTH PLANNING

  • Pre-Retirees & Retirees

    LET’S ENJOY OUR LIFESTYLE PLANNING

Our Clients

Our clients are made up of individuals, families, entrepreneurs, private businesses, and executives. Our professional and trusted advisers provide their clients with access to next-level thinking and advice and create both a fully integrated and tailored financial solution at an affordable price.

We work best with conscientious people who wish to collaborate with us to accomplish their goals and value high-level advice and service.

Over the years, we have helped many people develop their financial plans and achieve their life and financial goals. You might know more than the average investor and need some assistance in specific areas or you might be someone who requires more guidance – let’s have a chat and see if we can add value to your financial well-being.

WE PROVIDE FINANCIAL PLANNING FOR:

Individuals & Families

ACCUMULATION OR ENGAGMENT PLANNING

  • Wealth creation
  • Super and other investments
  • Real estate
  • Investment strategies
  • Insurance analysis
  • Tax strategies
  • Debt reduction
  • Cash flow optimisation
  • Savings
  • First home purchase
  • Mentoring
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Entrepreneurs & Business Owners

SELF-EMPOWERING PLANNING

  • Business growth
  • Insurance
  • Cashflow
  • Mentoring
  • Personal and business tax strategies
  • Wealth creation
  • SMSF
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Executives

HIGH NET WORTH PLANNING

  • Wealth creation
  • Investment structures
  • Real estate and private investment management
  • Investment management
  • Risk management
  • Tax minimisation strategies
  • Insurance
  • Cashflow
  • Estate planning
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Pre-Retirees & Retirees

LET’S ENJOY OUR LIFESTYLE PLANNING

  • Retirement income planning
  • Capital and asset preservation
  • Risk management
  • Social security analysis
  • Longevity risk
  • Estate planning
  • Aged care planning
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"We have been more than happy with our association with Lachlan over the past 7 years, his advice that we have received on numerous occasions, his ability to be able to put into words that we understand and the reasons for the actions he or we should take. Our portfolio has been managed well, especially over the last 18 months keeping us duly informed and checking on our needs which he does on a regular basis. Lachlan promptly answers calls or emails and makes us feel a very valued client, we can also say his staff are equally attentive and met our request for information the same day."

Denise

Denise

65+ years old

"Mark has been our adviser since he joined EPG Wealth. He has taken us through Transition To Retirement into retirement. We have moved interstate but this has not affected his high level of service and communication. His consistent monitoring of our portfolio and continual communication with us has led to its growth. This has given us a comfortable and secure retirement. Mark provided us and our family, valuable advice and assistance regarding short term investments and financial aged care options for an elderly parent. We have recommended others to Mark and will continue to do so."

Garry & Jan

Garry & Jan

65+ years old