Meet the Team
With EPG Wealth, you can trust that our experienced and dedicated team will provide you with expert advice tailored to your specific circumstances, empowering you to make informed decisions about your financial future.
With EPG Wealth, you can trust that our experienced and dedicated team will provide you with expert advice tailored to your specific circumstances, empowering you to make informed decisions about your financial future.
Partner and Senior adviser
With over 20 years of experience in wealth management, Mark brings a wealth of expertise and insight to his work. As a Partner and Senior Adviser of EPG Wealth, he combines his deep industry knowledge with a commitment to providing exceptional service.
Partner and Senior adviser
Lachlan is a Partner and Senior Adviser at EPG Wealth. With 15 years of experience in the industry, he is passionate about making wealth management simple, he aims to educate and empower people to take control of their situations.
The one-on-one consultations are a great way for your employees to discuss their unique circumstances and get personalised information. These consultations are generally structured to include
– Assessing your personal financial situation
– Setting SMART goals
– Discussing potential strategies
– Develop a roadmap to achieve your financial goals
– Conducting personalised modelling
Our presentations take a holistic approach on wealth management ranging from the following subjects:
– How to increase your net income and reduce tax
– Tips on how to budget effectively and boost savings
– How to manage debt and reduce it faster.
– The importance of your Superannuation and how to grow it.
– Investing basics – How to supercharge your wealth building strategies.
– Insurance and how to make it affordable.
– Transfer of wealth and what you need to know about Estate planning.