Financial Advisors Perth

Helping individuals and families achieve long-term financial security through personalised financial advice, investment strategies, and retirement planning. Connect with one of our trusted financials advisors in Perth today.

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Get your financial foundations right: smart cash flow, super and debt — ready to build bigger.

Start making real progress with a clear plan designed to help you build wealth, take action, and gain financial clarity.

Refine your plan, maximise super, tax-effective planning, and ensure everything stays on track.

You’re in control — refine your strategy so you can retire with confidence, comfort, and financial freedom.

evolve wealth management perth
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About Evolve Wealth Management

Reliable *Solutions for Your Financial Needs

Hi, I’m Paul – Principal Advisor and Owner at Evolve Wealth Management.

For over two decades, I’ve been helping individuals and families make smart, confident financial decisions. I understand that everyone’s situation is different, which is why we take a personalised approach to help you get clarity, structure, and peace of mind around your finances.

Request your no-obligation Discovery Session with one of our experienced financial advisors today and find out what’s possible for your financial future.

Online and in-office appointments available.

Here’s how we can help:
Paul Holly Principal Advisor and Owner Perth Financial Planner

Paul Holly

Principal Advisor and Owner

Get Your Free Discovery Session

Let’s build the financial future you’ve been working towards

Achieving long-term financial success starts with a conversation — and the right guidance from an experienced financial advisor. Online and in-person appointments available. 

How We Can Help

*Our Financial Planning Perth Services

Your journey to financial security and peace-of-mind starts with our expert services.

Financial Advice & Planning

Tailored advice to help you take control of your financial future with clarity and confidence.

Retirement Planning

We help you plan for retirement with confidence, clarity, and financial peace of mind.

Investment Advice

Get guidance on property and shares to grow wealth in line with your goals.

Property Investment Advice

Make smart property choices with expert advice tailored to your financial future.

Budgeting & Cash Flow Help

Set a realistic budget and manage your cash flow to stay on track financially.

Superannuation Advice & Strategy

Maximise your super to align with your long-term financial goals and lifestyle.

SMSF Advice

We help determine if a Self-Managed Super Fund is the right fit, guide you through setup & strategy.

Wealth Management

Ensure your money is working efficiently, strategically, & in alignment with your future goals.

Meet Our Expert Team

Your *Perth Financial Advisor *Team

Paul Holly Principal Advisor Financial Planner Perth

Paul Holly

Principal Advisor & Owner

FSG

Evolve Wealth Management Team

Steve Apostolou

Financial Advisor

FSG

Perth Financial Planning Assistant

Quinn Mailman

Provisional Advisor

Charlene Adendorff

Client Services Manager
Perth Financial Planner

Jenny Read

Financial Planning Assistant & CRM

Ready to Take Control of Your Financial Future?

Book your free, no-obligation Discovery Session today. Whether you’re just getting started or ready to take your next big step, our experienced financial advisors are here to help you create a clear, personalised plan.

Hear What Our Clients Say

*Trusted by Clients, *Proven by Outcomes

At Evolve Wealth Management, we’re proud to build long-term relationships based on trust, transparency, and real results. Here’s what some of our clients have to say about their experience working with us.

Paul and the team at Evolve have delivered outstanding service and results in all our years of working with them. Always willing to take our calls or questions giving us absolute peace of mind our strategy is in place and we’re on track to achieving our goals. Highly recommended!!

Reon. B

Paul Holly & Team are amazing, extraordinary, professional financial advisors! They are totally honest, & explain everything they do clearly. I wouldn't trust anyone else. I just wish that l had seen then sooner! I have highly recommended them to family & colleagues alike! Thank you once again

Filomena

Paul and staff have ensured the best possible outcomes for our retirement. Thank you for helping us live our dream.

Frank. H

Paul and Quinn provided an excellent financial planning review. The advice was clear, practical, and tailored to our goals. They took the time to explain everything in detail and made the whole process straightforward and stress-free. Highly recommend their professionalism and expertise!

Ian. C

Paul has guided me through my superannuation journey for many years, helping me achieve a comfortable and confident retirement. His advice has always been well-researched, clearly explained, and tailored to my individual goals and risk profile. Paul consistently goes above and beyond to ensure the best outcomes, and his professionalism and integrity are second to none. Both he and his team are always approachable, supportive, and trustworthy. I highly recommend their services.

Chris. M

We have been extremely pleased in every way with the professional, friendly and honest way that we received financial advice and assistance since dealing with Paul and his staff from the very beginning. We found ourselves having to get advice urgently following a major health problem and forced into early retirement, 10 years ago. We have nothing but praise and gratitude for all the professional help and guidance over all that time. Communication is second to none and Paul and his staff are always available to listen and help.

We came to Paul on a referral and after a settling-in period have had absolutely no reason to regret it. In a world of shonky financial advisors, I think friends etc. would be happy to have a referral to someone honest, reliable and very competent.

01. Initial Enquiry

It all begins with your enquiry. Tell us where you’re at and where you’d like to be — whether that’s paying off debt, growing wealth, or simply gaining clarity. We’ll take the time to understand your situation, challenges, and aspirations so we can move forward with purpose.

02. Discovery & Strategy Session

We’ll arrange an introductory call and, if we’re the right fit, set up a face-to-face meeting. Our advisors will ask for a snapshot of your financial position — income, assets, super, and goals — and begin crafting a high-level plan. This conversation is all about listening, exploring your options, and showing what’s possible.

03. Your Personalised Financial Plan

After taking the time to research, assess strategies, and tailor your roadmap, we’ll present your custom financial plan. We’ll walk through everything clearly and give you the space to ask questions or request adjustments. Once you’re ready, we’ll begin implementing the plan — and be right there with you every step of the way.

How Our Financial Planning *Process Works

We ensure you are informed and empowered throughout the entire process.
Our Blog

Latest *Financial Blog & News

Explore expert tips, strategies, and updates to help you make smarter financial decisions and stay on top of your goals.

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