At Perry Egan Partners and PEP Wealth, we’re bound by a shared purpose: to provide outstanding service, advice and value to every single client. Whether you need simple bookkeeping support, or a comprehensive approach to managing your professional and personal finances, our principles are never compromised.
Common Sense. Our goal is to help you make shrewd financial decisions with confidence. We’re proactive and diligent on your behalf to bring you the latest industry thinking and the most relevant and sound advice.
Understanding. Truly customised advice starts with a deep appreciation of your circumstances, motivations and needs. We work hard to build open, honest partnerships and mutual understanding in all that we do.
Unity. We ensure that that all aspects of your finances are aligned to each other and your goals. We unify accounting and financial planning services under one roof to deliver a more connected and convenient financial solution.
Value. Satisfaction comes from making the most out of your money. We treat yours as if it were our own, helping you to save as smartly as possible and create as much as you can.