For many of our clients, the early and middle years of their financial journey were focused on building security, establishing careers and growing their own business. Over time, diligent saving, sensible risk‑taking, and long‑term planning can result in a level of wealth that goes well beyond personal needs.

Markets have experienced some ups and downs recently, driven by interest rate expectations and overseas events. While these short‑term movements can attract headlines, the good news is that many of the changes underway are supportive for retirees, particularly those focused on income and capital preservation.

For many Australians approaching retirement, the family home is more than a place to live, it’s a source of comfort with often decades of memories. But it can sometimes be one of the largest and most underutilised assets on the balance sheet. 

Last days to sign up for the Evolution Financial Planning NRL Footy Tipping Comp.

The “Bank of Mum and Dad” is now one of the country’s largest sources of home‑loan support. With high entry prices and tougher serviceability rules, more parents are stepping in as guarantors to help adult children buy a first home.

Market downturns are unsettling, but they’re also a natural part of the investment cycle.

After many interviews and discussions, we have been able to bring on a new staff member to support our clients and your Financial Planners at our office.

Give meaningfully and responsibly - ensuring your loved ones are supported while your own future remains secure.

No, I am not about to quote Shakespeare but I do want to remind all of our clients that the end of financial year is fast approaching and as the 30th falls on a Monday, you actually have less time to make your contributions.

As we approach 30 June for another loop around the sun, it’s time to consider a few smart moves now, which we know can make a big difference to enhancing your retirement plans and potentially saving you big at tax time.

Artificial Intelligence (AI) might sound like something straight out of science fiction, but it's very much a reality shaping our daily lives.

Check out how the team works together remotely.

Chris is literally in the room with us by way of Teams and Zoom. We are able to communicate by phone, chat, video or any other number of ways that technology allows.

Read below how we recruited Chris as well as how she works, communicates and works with our clients.

Josh Gray finally meets all the requirements to become a great Financial Planner at Evolution Financial Planning.

Just wanted to give a quick shoutout and celebrate one of our clients milestones.

“$2.5 trillion wipeout”, “Share Market set to dive”, “Absolute bloodbath…”.

These are just some of the absolutely frightening news articles that have been pumped day-in day-out for the last month, and as much as we do tell our clients to ignore the headlines, we know this isn’t realistic.

Continuing on with our revisit of our earlier blog post “Get Financially Sorted in 2024 with These Steps”, we are looking at the integral role of appropriate Asset Allocation in achieving your financial resolutions, particularly the importance of Strategic Asset Allocation and Portfolio Rebalancing.

We are at the time of the year where people are either going strong with their financial goals, or they’ve completely abandoned them.

It’s time to revisit our earlier blog post “Get financially sorted in 2024 with these steps”? and take the time to break them up into easy steps.

Let’s do it together—shall we, starting with Estate Planning.

Heading into 2024, it’s time to revisit your finances and curate some achievable financial goals – that you can actually stick to! Here are 4 financial resolutions that will have a lasting effect on your financial wellbeing.

Whilst finances (for some) may not seem as exciting as making other new year resolutions, such as, eating healthier or working out more – we think that taking control and understanding your finances with a well-drawn up plan can often help with your physical and mental health.

Traditionally, young adults most commonly receive financial ‘advice’ from their family members (sometimes unsolicited) at the family BBQ, or from their mates (boastfully) sharing how they bought shares in XYZ – “and you should too”. However, key findings from this Forbes news article suggests a large number of young adults are turning to Social Media for their financial matters.

The vehicles for reducing the tax you pay on investment returns both force you to make a trade, accessibility for preferential tax treatment.