About us

We aim to challenge the established norms within the advice industry, continually striving for change and improvement. 

Who are we

We are a boutique self-licenced Wealth Management firm based in Sydney. At EPG Wealth we provide financial planning services tailored our client’s individual needs, providing holistic and strategic advice with flat fees and no commissions. We believe education is the key stepping stone to financial freedom, and we encourage seeking personal guidance before making financial decisions, emphasising the importance of considering your objectives, financial situation, and needs.

Our Values


The first step to getting in control of your finances is understanding your needs and establishing actionable goals. We guide you through this process and support you.


We understand the importance of protecting your assets, so we provide advice that has the right structures and strategies in place to diversify your portfolio and mitigate risk.


To grow wealth it takes time and discipline, we help you stay on track of your goals and empower you to make informed financial decisions to accelerate your wealth.

Our Story

Mark Welch and Lachlan Carmody, our co-founders, recognised a significant gap in the wealth management industry and set out to transform it. They envisioned a firm that would challenge the status quo by offering personalised and transparent services, always putting the clients’ interests first. They founded EPG Wealth with a mission to create a client-centric environment where individuals are empowered to achieve their financial goals through education and tailored advice. Mark and Lachlan’s commitment to transparency and integrity has shaped EPG Wealth into a trusted partner for clients seeking to navigate the complexities of wealth management with confidence and clarity. 

What makes us different

The unique benefit of our services is in our self-licenced approach to financial planning, offering personalised advice without the influence of commissions. Clients can expect tailored strategies that align with their specific goals and circumstances, ensuring a comprehensive and transparent experience focused on their best interests.


At EPG Wealth, we let you choose one of our service packages that best suits you, we have no lock in contracts so you remain in control at all times!

We believe that life is meant to be lived and want you to be able to live it to the fullest with financial freedom!

Speak to an adviser today to see how we can work with you.