Why is this important for you?

There are 3 ways you can invest:

  • Property
  • Shares
  • Cash or Term Deposits


Which combination is the best for you? What ownership structure should you use?

  • Individual
  • Partnership
  • Trusts
  • Companies
  • SMSF


We’ll prepare for you an easy to understand Statement of Advice to clearly outline the best option for you!


Spreading your money across a number of different industry sectors, asset classes or geographic locations may reduce the risk of loss if one investment ends up performing poorly

EPA Wealth Solutions Pty Ltd ABN 84 164 137 722 provides financial planning services as an authorised representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241 Australian Financial Services Licence Holder Number 253125. The Financial Planners of EPA Wealth Solutions Pty Ltd provide financial advice as an Authorised Representatives of Politis Investment Strategies Pty Ltd.

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