Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Epona Financial Guidance we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Wealth Creation
If you’d like your money to start working for you, it’s time to learn about investing.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
The Legend of Epona
Why Epona? What’s with the “Guidance,” aren’t you Financial Planners? And for goodness sake, how do you pronounce it anyway?
All valid questions. For starters, it’s pronounced E-Poan-A. Yes, we are Financial Planners, but think of us as your guides on your journey to financial freedom and creating a life you love! Our role is to ensure that you are making fully informed decisions and understand the impact of such.
Why Epona? Now, that’s a longer story, but we do hope you will take the time to read on…
Epona Financial Guidance takes its name from the Celtic goddess, Epona, who was revered for centuries across ancient Europe for her role in helping to manifest dreams, protect families and create abundance. Epona was known as the goddess of dreams, not only of the sleeping kind, but those of hope and ambition. She would be called upon when seeking prosperity or when venturing upon a new path in life. As Epona was also known as the goddess of horses and journey, she is always portrayed with a horse.
Legend has it that if you allow Epona to accompany you throughout life, you will achieve your dreams. At Epona Financial Guidance our aim is to help you do just that.
Prepare for tomorrow, make the most of today.
Insights
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The Age Pension and your retirement plans
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Estate planning gives you a final say
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Insuring against loss of income
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