Financial management shouldn't be overwhelming.
With EPG wealth you are ALWAYS in control.
We don’t make big decisions without you, and we have no lock in contracts.
We don't take 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.
This allows us to make unbiased decisions that are truly best for you, and not for our bank accounts. We don’t line our own pockets – our job is to line yours.
- Your best interests are always first
- Happy clients = more referrals
- No BS, just the truth
- Year on year high returns
1197+ Happy Clients
We have 1197 happy clients currently on our books – some who have been clients for 10 years or even longer. We don’t churn and burn – we work with you in a partnership to get you the best results in the long term.
Our approach is built on trust, transparency, and honesty – even if that means delivering hard new or telling you hold back when the temptation is there to over invest.
1197+
Happy Clients
25+
Years Experience
$500M+
Assets Under Management
98%
Client Satisfaction
Money in the bank is dead
Your high interest savings account is not even keeping up with inflation – it’s worth less and less everyday it sits there. We invest in stable and high growth stocks that give you consistent returns each year.
Our four-step process ensures that every decision is aligned with your goals and values. We start by listening, move to strategic planning, implement with precision, and continuously monitor and adjust to keep you on track.
Discovery & Analysis
We take time to understand your complete financial picture
Strategic Planning
Develop a customized roadmap aligned with your objectives
Implementation
Put your plan into action with expert guidance
Ongoing Review
Regular monitoring and adjustments to ensure success
Not like the others
We are a fair and ethical wealth management firm. We do what’s best for you – not what’s best for us.
Wealth Management
Strategic investment solutions designed to grow and protect your wealth over time.
Risk Management
Comprehensive insurance and protection strategies to safeguard your financial future.
Retirement Planning
Build a comfortable retirement with personalized strategies tailored to your lifestyle.
Goal Planning
Define and achieve your financial goals with expert guidance and support.
Estate Planning
Protect your legacy and ensure your wishes are fulfilled for future generations.
Business Advisory
Strategic financial advice for business owners and entrepreneurs.
Our clients love us, and you will too
Trusted by hundreds of Australian families and businesses
Frequently Asked Questions
We provide Wealth Management, Risk Management, Retirement Planning, Goal Planning, Estate Planning, and Business Advisory.
Book an initial consult. We’ll learn your goals, review your current situation, and outline the next steps in a clear plan.
Fees depend on the complexity of your advice needs. We’ll explain costs upfront before any work begins—no surprises.
Typically 6–12 monthly reviews, with additional check-ins whenever life changes or markets shift.
Yes. We operate under the required Australian financial services regulations and maintain strict compliance and professional standards.
We prioritise transparency, client control, and ethical advice—no lock-in contracts and clear explanations at every step.
Yes. We work with clients across Australia via phone and video meetings, with digital documentation and support.
We use secure systems, access controls, and best-practice privacy processes to protect your data and confidentiality.
Get In Touch
Ready to start your financial journey? Contact us today for a complimentary consultation
Australia
Saturday: By Appointment
Sunday: Closed