• 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.

     

    BOOK A COMPLIMENTARY MEETING

     

  • 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.

     

    BOOK A COMPLIMENTARY MEETING

     

  • 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 has only two rules for investing:
    Rule #1: “Never lose money”
    Rule #2: “Don’t forget rule number 1”

     

    BOOK A COMPLIMENTARY MEETING

     

  • EPG Wealth 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. This is the main reason why we don’t take commissions from any of the investments we recommend and work on a fee-only based model.

    At EPG Wealth, 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 focus on growing your wealth.

    RESOURCES

    We have you covered.

    Want to learn more and stay informed about all things finance? Check out our resource library. EXPLORE ALL RESOURCES

    Retirement|

    What do I do with my super when I retire?

    April 20, 2021
    Financial Planning|

    How to Choose your Financial Adviser?

    April 7, 2021
    Debt|Property|

    Keys to Destressing your Mortgage

    March 26, 2021
    Lifestyle|

    Five healthy facts to keep you at your best

    February 26, 2021

    "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

    "I have always found Mark to be very professional, extremely knowledgeable and empathetic to my needs and what I should do to maintain and grow my wealth moving forward. His methods of explaining developments that may affect my financial situation and keeping those explanations comprehensive but at a level of understanding I can comprehend is why I find him one of the best financial service advisors I have met. "

    Martin

    Martin

    56-65 years old

    " Mark has given me advice in relation to inheritance and my superannuation and managing finances during my final working years and into my retirement. Mark has always been someone I felt I could fully trust and his advice is clear, concise and very easy to understand. Mark always consults me in relation to any suggested changes in the structure of my finances and is always available if I need to liaise with him.Mark has been someone I’ve always felt confident in."

    Anne

    Anne

    65+ years old

    "Mark understands our life goals, really takes the time to listen to us and provides our family with financial advice relevant to our overall objective. Mark and our family are always on the same page. You can clearly see the passion he has for his work, when there's passion, you perform well... which means our investments perform well!"

    Renee

    Renee

    35-45 years old

    "Mark has given us advice on superannuation and all aspects of our post retirement planning and management. He has our highest recommendations for his honesty and integrity, the coherence and relevancy of his advice and his availability whenever we have needed to discuss issues with him. "

    Ellen and Peter

    Ellen and Peter

    65+ years old

    "Lachlan is someone we continue to have confidence in re the managing our investments and money plans in retirement. He is always available and immediate responses are what we have come to enjoy. We have found his advice certainly matched our considered plans moving forward and we are more than confident of this continuing."

    Leo

    Leo

    65+ years old

    "I have been a client of Mark for over 5 years, he has always answered the phone when I have called and has delivered great results for my portfolio. Mark has a refreshing approach to investments and is enthusiastic about his job."

    Phil

    Phil

    Under 35 years old