It all comes together under our motto – “Exciting life, boring money” and not the other way around.
Born and bred in Perth, Evolve Wealth Management is a small but dynamic group of financial experts dedicated to making your financial life easier.
Unlike big financial firms, we offer a more personalised, friendly service. We provide tailored plans and strategies to suit you – not us!
The wealth creation process always starts with setting your financial goals.
Then it’s about investing in the right assets that will increase in value and generate a stable source of income to help you fulfil those goals.
But without the proper know-how and experience, it can be very difficult trying to navigate the complex landscape of wealth creation.
At Evolve, we’ll write you a personal plan that uses a diversified range of strategies that work together to provide you with the necessary ‘nestegg’ assets to retire on.
Everyone’s financial journey is different, so your circumstances will determine the plan we’ll set in place for you to reach your goals.
When you retire, will you have enough money to enjoy the lifestyle you want?
It’s the one big question most of our clients want the answer to.
And the only way you’ll ever know is with an intelligent and personalised retirement plan.
So, whether your dream lifestyle involves hitching up the humble caravan and hitting the road or cruising the Mediterranean funded by an impressive investment portfolio – we can help show you the way.
First, we take the time to get to know you. By understanding your unique situation and uncovering your personal goals, we can help you set the right strategies in place to get you where you want to be.
Then we solidify your retirement plan with a robust roadmap specifically designed for you.
It will plot the path towards your dream lifestyle and incorporate diverse investment strategies to protect you from risk, while simultaneously maximising your return on investment.
Put simply, a sound investment plan delivers positive outcomes.
Without it you’re blindly throwing your money around hoping something will stick.
And, regardless of your age, everyone should have a solid investment strategy in place. It’s how you manage your funds efficiently and build a better future.
Our investment advice is based on the ‘CARE’ process. The ‘CARE’ philosophy is designed to prevent bad investment decisions and stop investors from destroying their wealth. It comes down to combining good investor behaviour with smart, extensive, research-based decision making.
Are you aware that there are many different ways you can use your Super?
For example, did you know that you can use your Superannuation balance to fund Income Protection Insurance, Life Insurance, and even the fees for obtaining professional financial advice, like that provided by Evolve Wealth Management?
Super is incredibly important, but most Australians don’t even know how there’s is invested.
Only those experienced in the investment world know the steps to take to improve your Super.
First, our experienced team will examine your Super account, see where your funds are being invested, track their performance, and provide the services and advice to help you to get the most out of it.
Throughout a lifetime, this can be a staggering sum of money.
We’ll then help you search for any Superannuation accounts that you may have forgotten about or cannot pinpoint (there is more than $13 billion of lost or unclaimed Super in Australia, and some of it could be yours!).
And we’ll help you reduce management fees and avoid tricky double-handling costs by merging any accounts you may have.
Successfully managing your Super plays such a big part in growing and protecting your financial future – Let us help you do it right.
Basically, estate planning is the process of designating who will receive your assets and handle your responsibilities in the event of your death or should you become incapacitated.
When you think about the fact that your estate includes everything you own, it can be worth creating a plan for what happens to it.
A good reason for this might be to make sure whoever receives your assets (probably your loved ones), minimises the tax they pay on it.
We’d like to ensure your hard-earned money is protected and distributed in the best way possible. We’ll help you develop a plan to ensure that you have the right money, in the right hands, at the right time.
If the unthinkable happened, would you be properly covered?
Unexpected things can occur, and having the right insurance in place means your partner or family will be protected if you can’t provide for them anymore.
Often overlooked, Income Insurance is particularly important (especially if you’re self-employed or have a young family). Imagine trying to recover from illness or injury while also worrying whether or not you can pay the bills and put food on the table.
Having the right insurance in place will give you tremendous peace of mind.
At Evolve Wealth Management, we like to get to know you, your family and your aspirations. By investing the time to learn about you, we can recommend the appropriate insurance options you should consider.
Our advisors know the importance of finding the right insurance solution for your circumstance and lifestyle, and will never recommend a product that doesn’t fit you.