Mark Welch

EPG Wealth

Silver
13 Yrs Experience
Sydney, NSW 2000
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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 23
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • ASIC RG146 (Margin Lending)
  • Language spoken
    • English

EPG Wealth

Level 21, 200 George St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Epg Wealth Pty Ltd

AFSL 529273

4.85
23 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark keeps me informed on status of my portfolio plus explains rongoing options and strategies, clearly and concisely."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has a very geuine interest in building a relationship with me to properly understand my circumstances so that he is assured that he is meeting all my needs. He encourages clients to meet with him annually for a performance review and to contnue building client relationship and to talk about any changes in his client's situation that he may need to accommodate."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has competently managed our superannuation finances for the past 4 years to the point where we still have the same amount invested as we did 4 years ago."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has expertly assessed my risk profile for the funds that I have put under his control. He always gives full care and attention to my needs and always contacts me when he believes some change may or is necessary to ensure the fund continues to operate successfully."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel confident with the advice Mark has been giving me in relation to my superannuation and investments. He respects that I take a conservative approach given I am now in retirement. He responds in a very acceptable timeframe to requests. He is very personable and polite and I would happily recommend Mark to my friends seeking a trustworthy advisor."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Professional Memberships

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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