• Establish


    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.

  • Protect


    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.

  • Grow


    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”

  • 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.


    We have you covered.

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


    Is a Self-Managed Super Fund (SMSF) right for me?

    May 11, 2022

    What are the financial tips your future self will thank you for?

    May 3, 2022
    Financial Planning|

    How do global events affect my finances?

    April 20, 2022

    What to invest in when inflation is on the rise?

    April 7, 2022

    "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."



    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