Wealth Management at your fingertips.


“Easy, Effective and Empowering Advice”

Advice you can trust


Your Goals

We help you identify and achieve your goals with personalised strategic advice.


Your Assets

You've worked hard to build your wealth, we'll help you craft diversified strategies to protect that wealth.


Your Wealth

Building wealth takes time and discipline, with our expertise we help you make informed decisions.

We are

We are part of the 1 in 5 financial planning firms that is self-licenced, providing us with greater autonomy and control with the advice we can provide.

You are
in control

We have no lock in contracts! Meaning you remain in control and have the right to cancel your contract at any time.

fee structure

We charge flat fees and ensure that you are aware of all fees and costs associated with the services

We do not take
any commissions

We take no commissions on any investment products or insurance. For context, advisers can charge up to 30% on your insurance premiums as commission.

decision making

We want you to understand each step of the process, we aim to educate you and promote your financial literacy.

The average super balance for a 50 year old Australian is $281,000. See how your super is going today! 

“At EPG Wealth we believe that Financial Advice should be accessible to everyone at any stage of life. Whether you're beginning your financial journey or have complex needs, we have a package that can fit your needs”
Lachlan Carmody
Partner and Senior Adviser

How it works

EPG Wealth challenges the traditional financial planning model through its innovative and client-centric framework and forward-thinking culture.

Step 1
Introductory Phone Meeting

In the complimentary initial consultation, our advisers take the time to identify your financial goals and assess if we will be able to provide value and if it is worth setting up a face to face meeting. We will spend 20 minutes over the phone so you can ask questions and we can fill you in with the next steps.

Step 2
Face to Face Fact-Finding Meeting

In this meeting, we get to know you and define your goals and expectations. We go over the process and make sure you understand how we will work with you to provide the mapping to achieve your goals. You will take away some important information. At this stage, we will start collecting information about your current financial position so we can proceed to the next step - the engagement letter.

Step 3
Engagement letter

Once we have an accurate picture of your financial position, we will send you an engagement letter. This document will outline the services we will provide and the exact cost of the advice. We also outline the different service packages if you would like to become an ongoing client.

Step 4
Data Gathering and Plan Creation

This is a very important part of the process where we create a financial plan based of your financial position. After considering your goals and objectives and conducting extensive research, our team will start to work on developing the strategies and recommendations that are going to help you achieve your goals.

Step 5
Show you how it's done
Presentation of the Advice

At this stage, we will present the advice and go over the strategies. This is another face-to-face meeting. We go over the Statement of Advice (SOA) and make sure you understand the all the different strategies. You take the plan with you and have 20 days to read over it and make sure you understand it.

Step 6
Let’s get started
Implementation of advice

Once you have had time to go over and understand the SOA, we will confirm if you are happy to proceed with the implementation of the advice. You will have the option to add or omit components of the advice and once you are happy, we will proceed with making the changes.

Step 7
You’re on the way
Ongoing review of account

Depending on the service packages you have selected, you will become part of the EPG family and start your financial planning journey.


Knowledge is power. Take action now.

Knowledge is power because it allows individuals to understand complex financial concepts, make informed decisions, and navigate the intricacies of the financial world effectively. With the right knowledge, individuals can take control of their finances, plan for the future, and work towards achieving their financial goals with confidence.

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

Trusted by a community of families, retirees, high net worth individuals and young investors.

Frequently asked questions

At EPG Wealth, we are dedicated to helping all types of investors achieve their financial goals. Our services encompass a wide range of areas including investment management, retirement planning, estate planning, risk management, tax planning, and more. We provide personalised strategies tailored to each client’s unique financial situation and objectives. Whether you need help setting up the right foundations or ongoing support, we have something on offer for everyone!

Our pricing structure varies depending on the specific services and level of support required by each client. We believe in transparent and fair pricing, and therefore we charge flat fees tailored to meet your individual needs and financial goals. To learn more about our pricing and to receive a customised quote, please contact us directly.

Being self-licensed means that a financial services firm, such as EPG Wealth, holds its own Australian Financial Services License (AFSL) issued by the Australian Securities and Investments Commission (ASIC). This license grants us the legal authority to provide financial advice and services directly to our clients without being affiliated with a larger financial institution or licensee.


By being self-licensed, EPG Wealth has the flexibility to offer a wider range of financial products and services, tailor advice to meet the specific needs of clients, and maintain greater control over compliance and regulatory matters. This independence allows us to act in the best interests of our clients and provide objective, unbiased advice without any conflicts of interest associated with external affiliations.