epbc is a financial services company that specializes in creating tailored solutions to client’s goals.
Our team of seasoned professionals has a combined experience of over 60 years in the financial and business industries. We understand the challenges faced by small, medium and large companies and our goal is to create solutions that will deliver the results you need no matter what your business is.
Our personalised approach means you get the services you require, when you need them. Whether it’s a short term project or longer term growth strategy, epbc can help.
We can assist with all types of corporate requirements including:
– Administration and secretarial support
– Company formations
– Corporate structures
– Overseas trusts and entities
We also offer advisory services on:
– Business risk management
– Corporate governance
– Strategic planning
epbc is a financial services company that specializes in creating tailored solutions to client’s goals. Our business is built on referrals from satisfied clients. We are proud of the fact that our clients have chosen us for their financial needs again and again over the years.
Our financial advisors have an average of 18 years experience in the industry, including 11 years as epbc representatives. Collectively, our team has over 350 years in the industry. Our clients can rely on this depth of expertise when making important decisions about their assets, liabilities and personal financial objectives.
We consider it an honor and a privilege to serve our clients. We recognize that they select us to help handle their personal affairs and we respect their trust. We realize that each client has different needs and concerns, thus we provide a comprehensive range of services to meet those needs.
epbc is a financial services company that specializes in creating tailored solutions to client’s goals.
Our business model is based on the idea that clients know their financial situation and goals best and are best positioned to make decisions. We believe our role as investment advisors is to help clients achieve those financial goals by providing them with the necessary tools and education.
Our tailoring of solutions is accomplished through our carefully designed and thought out process, which enables us to ask questions, listen to answers and provide proper feedback. Our process begins with getting to know each client personally – we gather all relevant information about their current financial situation and future aspirations. We then help them set clearly defined goals and develop a plan to accomplish them.
We work with clients in an ongoing manner, monitoring their investment performance against their stated objectives and goals, reviewing the appropriateness of the asset allocation strategy, evaluating their risk tolerance and reviewing changes in family status or financial circumstances that may require adjustments to the original investment plan. This ensures that the portfolio remains on track towards achieving the stated objectives.
We believe that continuous communication with our clients is key for successful implementation of this process. The mainstay of communication between epbc and its clients is face-to-face meetings with a relationship manager at least once every
epbc was founded in 2003 by Adam Eisners. After several years in the financial services industry, Adam identified a need for personalized service and wealth management expertise. With his experience and knowledge, he set out to create a company that would help people achieve their long-term financial goals.
epbc is an independent financial services firm that specializes in creating tailored solutions to client’s goals. Our comprehensive approach to financial planning allows clients to think strategically about their finances, risk tolerance and investment strategy. We work with clients in all aspects of retirement planning and investment management, including asset allocation and diversification analysis, portfolio design and implementation, cash flow analysis and income tax issues.
We are a financial services company that specializes in creating tailored solutions to client’s goals. Our clients include high net worth individuals, families and institutions around the world. We work to understand each client’s unique circumstances and build relationships based on trust and confidence.
Investments: We offer asset allocation, investment management, portfolio design and implementation services. We utilize a wide array of investment strategies, including domestic and global equity, fixed income, alternatives and commodities to help create optimal portfolios for our clients.
Insurance: We offer life insurance, long-term care insurance, disability insurance and annuities to help protect families from financial loss due to illness or death. These products are designed to provide liquidity when it is needed most.
Retirement: We offer customized retirement income planning services for our clients who have entered their retirement years. From Social Security maximization strategies to distribution planning for retirement accounts, we can help make sure you’re making the best use of your assets in this stage of life.
Estate Planning: The firm offers estate planning services such as wills and trusts to help ensure that your assets are distributed according to your wishes. Our attorneys will also ensure that your estate is positioned to minimize taxes where possible so that more of your wealth passes on to
The Company is founded on the principles of delivering value to clients through the provision of innovative, tailored solutions and a focus on the highest quality service.
epbc is an independent financial services company with a global presence, serving clients across all asset classes. epbc provides investment management and advisory services to a wide range of clients including governments, corporations, institutions and private individuals.
The Company has a long history in the Australian financial markets where it was established in 1936, as one of Australia’s first investment firms. Today, epbc has over 200 employees and operates from offices in Australia, Hong Kong and Singapore.
epbc has been listed on the Australian Securities Exchange since 2003.
We provide solutions for individuals, families and corporate clients. We are an independent firm that is free from the constraints of any parent organization or outside ownership.
We focus on the personal and financial needs of our clients through a comprehensive process that encompasses more than just investments. Our process begins with getting to know what matters to you. We then look at your current situation, develop strategies that are designed to help you meet your goals, and monitor your progress along the way.
Our team consists of experienced professionals with a “hands-on” approach to client service. Because we understand your intellect and emotions can be at different places on any given day, we are here to help you design a financial plan that enables you to make smarter decisions about your money.
