Wealth Management at your fingertips.

 

“Easy, Effective and Empowering Advice”

Advice you can trust

ESTABLISH

Your Goals

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

PROTECT

Your Assets

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

GROW

Your Wealth

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

We are
self-licenced

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.

Transparent
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.

Informed
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.

RESOURCES

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.