Mark Welch

EPG Wealth

Silver

15 Yrs Experience

Barangaroo, NSW 2000

About Mark
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Mark was born in Sydney but raised in Santiago, Chile. After starting his Bachelor of Economics and Business Administration in Chile he received a scholarship to complete his studies at the prestigious UIC in Barcelona. Once he graduated he made the move to Australia and has never looked back.

Mark has been involved in the finance industry all his working life and so has his family with his Grandfather becoming one of the first Chief Managers of Exchange Control for the RBA.

Philosophy

Mark is committed to building a long term relationship with his clients by offering an honest and dynamic approach in how he delivers advice.

Mark understands everyone’s circumstances are different but ultimately we all have control of our financial future.

www.epgwealth.com.au

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Small Business Advice
Growing Assets
Wills & Estates

The first fee is the Strategy/Membership fee, this is a one-off fee that will cover the first few meetings, the Strategy construction and the presentation of the advice. The fee is based on the complexity and amount of work so the only way to provide an accurate quote is for you to give us a call. From an ongoing perspective we have different packages to suit different clients and their needs.

5.00 December 2018

Mark assisted me with transition to retirement - in my opinion, he gave me the best advice and it was easy to understand. Mark listens to any concerns and takes the time to explain how to read financial reports, which makes a big difference to me. I am very confident that Mark considers all his clients circumstances and advises appropriately.

4.75 December 2018

Sue and I have been very happy with the advice we received from Mark when we decided to seek help in reviewing our investment strategy. Since the new strategy was set up Mark has been in regular contact to discuss new investments and the rolling over of existing deposits.

4.75 December 2018

After speaking with a number of advisors, Mark was the first one who actually listened to my needs and wants and implemented these in a scope document presenting my options covering the likes of superannuation, investments, insurance requirements and who could recommended specialists for other areas. Mark communicates clearly, succinctly and has kept things simple. I receive Marks full care and attention when I need it. Would highly recommend.

4.75 December 2018

I always received clear professional advise when ever i called. Our yearly meeting is well prepared whatever question i ask are always answered or sorted out

5.00 December 2018

Mark has been our adviser since he joined EPG Wealth. He has taken us through Transition To Retirement into retirement. We have moved interstate but this has not affected his high level of service and communication. His consistent monitoring of our portfolio and continual communication with us has led to its growth. This has given us a comfortable and secure retirement. Mark provided us and our family, valuable advice and assistance regarding short term investments and financial aged care options for an elderly parent. We have recommended others to Mark and will continue to do so.