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 Wealth, 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.
| Website | http://epgwealth.com.au |
| Employees | 3 (3 on RocketReach) |
| Address | Level 22, Three International Towers, 300 Barangaroo Avenue, Barangaroo, New South Wales 2000, AU |
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| Industry | Financial Services |
| Keywords | Financial Planning, Wealth Management, Financial Advisor, Investment Strategies, Wealth Advisory, Portfolio Management, Investment Management, Wealth Preservation, Retirement Planning, Estate Planning, Financial Consulting, Financial Security, Tax Planning, Risk Management, Long Term Investing, Retirement Solutions, Estate Preservation, High Net Worth, Legacy Planning, Family Office |
| Competitors | State Street Global Advisors, AMP, Colonial First State, BT Financial Group, Future Fund, Canstar, Lonsec, IOOF, Wilson Asset Management, Rice Warner +34 more (view full list) |
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3 people are employed at EPG Wealth.
EPG Wealth is based in Barangaroo, New South Wales.