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 & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

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.

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.

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.

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.

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.

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.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

View our latest newsletter and register to receive the latest financial and lifestyle articles.

Jane Brown

Head Accountant

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