At EPG Wealth, we pride ourselves in the transparency we provide regarding our service standards and fees. We understand that every individual and family have different and unique sets of goals that require a bespoke service level and package.
With this in mind, we have several service packages to ensure that our clients at all stages of life have an option that suits their needs. This means that although we have some flat-fee comprehensive packages offering 12-month fixed term service, we also have hourly rate packages which may be more suited towards younger clients who are still growing their wealth.
We encourage all prospective clients to research who they are entrusting their financial wellbeing with. This involves meeting with several financial advisers to see who you are most comfortable with and gaining a greater understanding of how fees are charged and what the advice process encompasses.
Some people believe that obtaining advice is too expensive, however, we believe that the long-term implications of not obtaining advice is even costlier.
There are several ways in which a financial advisor can add value – among these benefits are guidance on developing an overall investment strategy, asset allocation, minimizing taxes, rebalancing and how to structure/time withdrawals from your accounts. Most importantly, a financial adviser can help prevent your emotions from intervening with your long-term investment strategy – crucial to the growth of any portfolio.
Studies have also found that expert financial advice can boost an investor’s return by 3.75 per cent (Russell Investments).
For a further breakdown and dollar figures of our fees see in the table above. If you are interested in taking charge of your financial future, feel free to contact one of our advisers.