How We Help

You’ve worked hard for your money. So why not make it work hard for you? We’ll help you turn your money into more money with advice on wealth strategies, salary packaging, retirement planning and more.

Why is this important to you?

Whatever financial goals you’re aiming for, we can help you.

We are proud to work with a wide range of clients, from start-up entrepreneurs to large wealthy families with complex affairs to top executives working for large businesses covering advice and guidance on issues such as personal investments, pensions and annuities.

personal wealth and tax experts in Balwyn - EPA Group accuntants

Tax Preparation & Consulting

We’ll help you make the right business and personal decisions to legally minimize your tax liabilities and plan for the future.

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EPA Group Melbourne Balwyn - tax and accounting experts specialising in self managed super funds, business advisory and personal wealth creation

Wealth Creation & Investment Strategies

We understand that wealth creation means different things to different people. This is why we work with you to create a strategy that is based upon your needs and objectives.

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Specialist Business health check and Advisory Services - EPA Group Balwyn Melbourne

Investment Advice

Whether you’re investing in property, shares, cash or term deposits, we can help prepare you for the next step and give you advice on the best option for you.

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Estate Planning

One of the best things you can do to protect your family’s hard-earned wealth.

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Mortgage broking service and property development - specialists in Balwyn EPA Group

Mortgage Review & Broking Service

Why this is important for you…

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