Transparency of Fees

Package 1

Wealth Builder Hourly Rate


$375 – $525 per hour


Suits investors who are disciplined in managing their own finances and are looking for some guidance concerning their existing financial strategies.

  • Charged in 15 minute blocks;
  • Does not include a proactive advice approach;
  • Any advice is reactionary to client’s questions or enquiries;
  • We respond to your calls or emails which are charged in 15 minute blocks (1 unit);
  • If advice is to be issued it will be quoted and agreed beforehand.
Package 2

Comprehensive Wealth Package


$4,500 – $8,000 p.a


Suits investors who are looking to actively protect the wealth they have or to continue building it.

This package is best if you:

  • Are committed to financial success but lack the time and discipline to do it on your own;
  • Have up to $800,000 of investable assets;
  • Have a combined income of between $100,000 and $300,000 p.a.;
  • Have excess cashflow after all commitments;
  • Are still a few years away from retirement, or fully retired and need guidance;
  • Understand markets and want access to a more proactive advice model.

If the extent of this professional Advice is unusually extensive and an additional professional SOA fee is required, this would be advised and quoted in advance. Starting at $990.

Package 3

Private Wealth Package


$8,000 – $16,500 p.a


This package suits those who have established financial foundations, but your affairs have become more complex, and you do not have the time to maintain your own wealth.

This package is best if you:

  • Are committed to financial success but lack time to do it on your own;
  • Have more than $800,000 of investable assets;
  • A combined income of over $300,000 p.a.;
  • Have excess cash flows after all commitments;
  • Are a few years away from retirement, or fully retired and have a good asset base;
  • Have some understanding of markets and want more proactive and complex advice.

This package is inclusive of professional Advice that is unusually extensive and additional professional SOA if required. The price is dependent on your financial situation.

 

EPG Wealth is one of the only financial advice firms in Sydney that does not take any commissions on insurance. To see a comprehensive comparison between the cost of insurance premiums with and without commissions that are generally taken by advisers, click here.

At EPG Wealth, we pride ourselves on the transparency we provide regarding our service standards and fees. We understand that every individual and family have different and unique sets of goals that require a bespoke service level and package.

  • Some people believe that obtaining advice is too expensive, however, we believe that the long-term implications of not obtaining advice are even costlier.
  • Studies have also found that expert financial advice can boost an investor’s return by 3.75 per cent (Russell Investments).
  • The most valuable service a financial adviser can offer you is helping to prevent your emotions from intervening with your long-term investment strategy which is crucial to the growth of any portfolio.
  • Offering several service packages ensures that our clients have a variety of options to suit their needs at all stages in life.
  • There are several ways in which a financial advisor can add value, including guidance on developing an overall investment strategy, asset allocation, minimizing taxes, rebalancing and how to structure/time withdrawals from your accounts.
  • We encourage all prospective clients to research who they are entrusting their financial wellbeing with and to meet with several financial advisers to determine the best fit.
  • For a further breakdown and dollar figures of our fees see the table above. If you are interested in taking charge of your financial future, feel free to contact one of our advisers.
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