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EPG Wealth
  • About us
    • Our Team
    • Website Disclosure Information
  • Services
    • Tax Strategies
    • Debt Management
    • Financial Wellness Presentations
  • Approach
    • Clients
    • Ethical Investing
    • Self Managed Super Funds
  • Service Packages
  • Resources
    • Terminology
  • Contact Us

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GENERAL ADVICE WARNING
Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

Mark Welch & EPG Financial Services Pty Ltd
Trading as EPG Wealth
Authorised Representative
EPG Wealth Pty Ltd
Australian Financial Services Licensee 529273
Offices at EPG Wealth Pty Ltd Level 17, Three international Towers, 300 Barangaroo Avenue, Barangaroo NSW 2000

Lachlan Carmody & LRC Financial Services Pty Ltd
Trading as EPG Wealth
Authorised Representative
EPG Wealth Pty Ltd
Australian Financial Services Licensee 529273
Offices at EPG Wealth Pty Ltd Level 17, Three international Towers, 300 Barangaroo Avenue, Barangaroo NSW 2000

One-on-one meetings

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

Presentation Service

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.