Financial planning with PEP Wealth
 

Realise your financial future

PEP Wealth brings your expert financial planning and wealth creation in partnership with Perry Egan Partners. We turn your present into a successful financial future, with clear goals aligned to your values, and a plan you can trust to achieve them.

 

 

Overview of our services: How we can help

 

Goal Setting

The path to a fulfilling financial future starts with a clear vision. We can help you to clarify what you want to achieve and set realistic goals to give your journey purpose

 

Budget Management

All successful businesses set budgets, and the same attention to household finances can pay real dividends. Our wealth portal makes it easy to track and manage all your income and expenditure

 

Income Protection

Your ability to work is your largest income producing asset. We believe in protecting that potential, with appropriate insurances to safeguard your earnings in the event of injury or illness. Our philosophy is to  rebate any insurance commission we earn.

 

Personal Wealth Creation

There are many ways to save and invest, from shares and fixed income securities to property, cash or business investments. We can help you pick the right instruments for your circumstances and goals.

Superannuation

Superannuation is a lower taxed environment where you can build wealth for retirement. Let our accredited advisors help you make the right choice between industry, retail or a self-managed super funds.

 

Estate Planning

 Effective asset protection ensures that your hard work pays off for the people that matter to you. We understand how to build an estate plan to give everyone peace of mind.