About Us
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About Evolve Wealth Management
Your Local Financial Advisor in Perth, Helping You Take Control of *Your Financial Future
At Evolve Wealth Management, we provide tailored, expert financial advice to individuals and families across Perth and greater Western Australia. Whether you’re looking for a trusted financial advisor near you, or seeking long-term financial planning, our team is here to help you make smart, informed decisions about your future.
As a client-first financial advisory firm, we focus on delivering practical, personalised strategies that suit your lifestyle, goals, and values. No generic plans — just clear, achievable guidance from experienced financial planners who genuinely care about helping you succeed.
If you’re searching for a financial planner in Perth or asking yourself, “Where can I find a trusted financial advisor near me?” — you’re in the right place.
We’re here to help you build the financial future you deserve, whether you’re just starting out or ready to take things to the next level.
We believe the right financial advisor should give you more than just advice — they should give you confidence, clarity, and a clear path forward. At Evolve, we offer:
- Personalised financial planning tailored to your goals
- Ongoing support from an experienced financial advisor in Perth
- Simple, structured strategies that drive real results
- Transparent pricing and advice in your best interest
- Online or in-person appointments for convenience across WA
Paul Holly
Principal Financial Advisor & Owner
Meet Our Expert Team
Your *Perth Financial Advisor *Team
Quinn Mailman
Charlene Adendorff
Jenny Read
Our Priority
Tailored Financial Advice, Backed by *Values
No matter where you are on your financial journey, we work closely with you to create a custom financial plan designed around your specific goals and lifestyle. By taking the time to truly understand your current position and long-term aspirations, we develop a personalised strategy that ensures every part of your financial world is working together — efficiently and effectively.
Every recommendation we make is grounded in our core values and a lifestyle-first approach to financial planning. Our advice is shaped by our proven CARE Investment Philosophy, ensuring that our strategies remain aligned with what matters most to you.
Whether you’re just starting out, planning for a major life event, seeking specific financial advice, or looking to refine your current strategy, our team is here to guide you with clarity and direction.
We go beyond just good advice — from your initial enquiry through to plan implementation and ongoing support, we aim to exceed your expectations every step of the way.
Get your Free Discovery Session
Online or in-office appointments available.
Request your no-obligation Discovery session with our experienced financial advisors, and find out what’s possible!