Life can be pretty good when you've taken care of your money worries.

Money doesn’t buy happiness, but it sure can play a part in how we feel.

Whether we sleep well at night; whether we experience that niggling feeling that something's not quite right; or whether we can enjoy living because we know our finances are taken care of.

An elderly man and woman standing by a wooden railing on a beach, looking out at the ocean during sunset or sunrise.

Goodbye money worries.

If you're like us, you just want to enjoy life.
You don't want to worry about whether you've got enough saved for a rainy day. You don't want to worry about paying the bills if you're out of action for a while. You don't want to worry about having enough money in retirement, so you can live the life you want.

How we can help

Three professionals standing in an office, smiling at the camera. The man on the left is in a light gray blazer and white shirt, the woman in the middle is in a white top, and the man on the right is in a blue blazer and white shirt. The office has a window with curtains and a sign on the wall that reads 'evolution financial planning.'

Our happy clients have said it. We're honest and straightforward.

We’re not sales people. We’re advisers. And we genuinely care about helping you sleep easy.
We come highly recommended by many local families, professionals and business owners. They love what we do and how we do it. We hope you do too.

Meet our team

Happy Clients.

"We trust him and we know that he is truly concerned about our financial future. We see this as a long term relationship and we feel safer knowing that he is keeping an eye on us!"

- David & Belinda Curtis
"James’ service and expertise extends far beyond simple financial advice and management. He regularly reviews our insurances, succession plans, wills, and investment organisation."

- Dr. Guy Wright-Smith & Dr. Leisha Hay
"He regularly reviews, and has responded to, changes in our circumstances and our attitudes to risk, and discusses openly any suggestions or concerns which we bring up."

- John & Shirley Leon