EPG Wealth

Financial Services - Sydney, NSW, AU

EPG Wealth Employees
Joseph Losurdo

Wealth Management Associate

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Mark Welch

Partner and Senior Adviser At EPG Wealth

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EPG Wealth Details

EPG Wealth was created to challenge the traditional financial planning and wealth management models with a transparent, innovative, client centric model and forward-thinking culture.We are fiercely committed to our clients and their financial wellbeing; main reason we don't take commissions from any of the investments we recommend and work on a fee only based model.At EPG, we are focused on strategic planning. First, you need to establish your goals. Then, we need to make sure you protect what you have built and are looking to build. Once the foundations have been laid, we need to focus on growing your wealth.

EPG Wealth logo, EPG Wealth contact details
Website: epgwealth.com.au
Employees: 5 - 9
HQ: N/A
Location: Sydney, NSW, AU
Revenue: Not Available
N/A
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EPG Wealth is a financial services company located in Sydney, Australia. They offer financial planning and wealth management services with a unique, client-centric approach. Unlike traditional financial planning models, EPG Wealth operates on a fee-only basis, meaning they don't take commissions from any investments they recommend. This allows them to provide unbiased advice and prioritize their clients' financial wellbeing. The company's focus is on strategic planning, aiming to first establish their clients' goals, protect their assets, and then grow their wealth. With a team of experienced financial advisors, EPG Wealth provides personalized services to help their clients achieve their financial objectives. Their innovative approach and commitment to transparency have made them a trusted name in the financial services industry. Visit their website, epgwealth.com.au, to learn more about their services and how they can help you achieve your financial goals.

EPG Wealth wants to change the way people plan for their financial future and manage their money. We want to be different from other financial planning and wealth management companies by being transparent, innovative, and focused on our clients' needs. We don't take commissions from investments we recommend, and we only work for a fee. Our process starts by setting your financial goals. Then, we help you protect what you have and plan for the future. Finally, we work together to grow your wealth.

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