ACCUMULATION OR ENGAGMENT PLANNING
SELF-EMPOWERING PLANNING
HIGH NET WORTH PLANNING
LET’S ENJOY OUR LIFESTYLE PLANNING
Our Clients
We work best with conscientious people who wish to collaborate with us to accomplish their goals and value high-level advice and service.
Over the years, we have helped many people develop their financial plans and achieve their life and financial goals. You might know more than the average investor and need some assistance in specific areas or you might be someone who requires more guidance – let’s have a chat and see if we can add value to your financial well-being.
"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."
"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."
