EPG Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

200 George St L 21, Sydney, New South Wa...

Phone Number

+61 280670590

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
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About EPG Wealth

EPG Wealth is a boutique self-licensed financial planning firm based in Sydney, specializing in holistic and strategic financial advice with a focus on flat fees and no commissions. The firm offers a wide range of services including tax strategies, debt management, ethical investing, and self-managed super funds, catering to families, retirees, high net worth individuals, and young investors. EPG Wealth emphasizes personalized strategies tailored to each client's unique financial situation and objectives, ensuring transparency and informed decision-making. With a commitment to financial literacy, EPG Wealth aims to make financial advice accessible to everyone, regardless of their stage in life.Explore more
EPG Wealth's Social MediaPopular SearchesEPG Wealth Pty LtdEPG WealthEpgwealthSIC Code 62,628NAICS Code 52,523Show more

EPG Wealth Org Chart

PhoneEmail
LH
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Client Relationship Manager

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ML
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Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EPG Wealth

<$5M
1-10
Private
-
-
LH
Laudine HenryClient Relationship Manager
$5.4M
1-10
Private
-
-
Caleb Dozzi, Founder & Managing Director at Dozzi
Caleb DozziFounder & Managing Director
<$5M
11-50
Private
-
2010
<$5M
1-10
Private
-
1996
MB
Melissa BlematlOffice Manager
<$5M
1-10
Private
-
-
TD
Todd DaltonDirector, Turning Point Financial Services Pty Ltd
<$5M
1-10
Private
-
2019
JV
Jarryd VintonDirector and Adviser
<$5M
1-10
Private
-
2012
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EPG Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EPG Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EPG Wealth.

EPG Wealth Tech Stack

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Frequently Asked Questions Regarding EPG Wealth

What is EPG Wealth's official website?
EPG Wealth's official website is www.epgwealth.com.au
What is EPG Wealth's Revenue?
EPG Wealth's revenue is <$5 Million
What is EPG Wealth's SIC code?
EPG Wealth's SIC: 62,628
What is EPG Wealth's NAICS code?
EPG Wealth's NAICS: 52,523
How many employees does EPG Wealth have?
EPG Wealth has 1-10 employees
What industry does EPG Wealth belong to?
EPG Wealth is in the industry of: Finance, Securities Trading
What is EPG Wealth competition?
EPG Wealth top competitors include: Solution F, Wotherspoon Wealth, Future Focus Financial Planning, Bastion Wealth
What technology does EPG Wealth use?
Some of the popular technologies that EPG Wealth uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact EPG Wealth?
EPG Wealth contact info: Phone number: +61 280670590 Website: www.epgwealth.com.au
What does EPG Wealth do?

EPG Wealth is a boutique self-licensed financial planning firm based in Sydney, specializing in holistic and strategic financial advice with a focus on flat fees and no commissions. The firm offers a wide range of services including tax strategies, debt management, ethical investing, and self-managed super funds, catering to families, retirees, hig... h net worth individuals, and young investors. EPG Wealth emphasizes personalized strategies tailored to each client's unique financial situation and objectives, ensuring transparency and informed decision-making. With a commitment to financial literacy, EPG Wealth aims to make financial advice accessible to everyone, regardless of their stage in life.Read More

What are EPG Wealth social media links?
EPG Wealth Linkedin page EPG Wealth Facebook page
Is EPG Wealth a public company?
EPG Wealth is private company therefore does not currently have an official ticker symbol
See more information about EPG Wealth

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