• Establish

    YOUR GOALS

    When it comes to securing your financial future, establishing your goals is a vital piece of the puzzle. We help you to identify and achieve them with tailored advice.
    BOOK A COMPLIMENTARY MEETING

  • Protect

    YOUR ASSETS

    It takes time and effort to build wealth. We will provide you with a reliable asset protection strategy to reduce potential investment 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. We can pave the way using our expertise, experience, and rigorous research.

    BOOK A COMPLIMENTARY MEETING

    • Our Mission
    EPG Wealth challenges the traditional financial planning model through its innovative and client-centric framework and forward-thinking culture.
    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, we need to establish your goals. Then, we will implement strategies to protect what you have built. Once these foundations have been laid, we will focus on growing your wealth.

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    RESOURCES

    Knowledge is power. Take action now.

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

    Investments|

    Financial Planning for Australian Families: Balancing Needs and Wants

    December 7, 2023
    Superannuation|Tax|

    Why Superannuation is the Most Tax Effective Investment

    December 1, 2023
    Lifestyle|

    Your Guide to Financial Readjustment: Tips for Australian Expats Returning Home

    November 13, 2023
    Retirement|

    Planning for Retirement at Different Life Stages: 20s, 30s, 40s, and Beyond

    November 10, 2023
    Client Testimonials

    "Lachlan’s ability to articulate complex strategies and the reasons for them, in a way that we understand keeps us duly informed and makes us feel like very valued clients. Our portfolio has been very well managed."

    Denise

    Denise

    65+ years old

    "Mark has taken us through our transition to retirement. His consistent monitoring of our portfolio and continual communication has led to its growth and has given us a comfortable and secure retirement."

    Garry & Jan

    Garry & Jan

    65+ years old