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Welcome and Congratulations on signing up to our regular Managed Money updates.

You might not be ready to receive retirement advice just yet, but our goal for you is to provide the insights, tips and strategies on how to retire right so that when you need advice, we will be here for you.

Just so you know, we are laser focussed on working with family - owned businesses and retirees seeking to fund 30 odd years of retirement costs. While we can assist clients across the broad spectrum of advice, we believe significant value is attained when we show business owners and professionals how to make their money last for as long as possible.

“Our goal for you is that you never worry about money again.”

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Below we have compiled some resources that you can access at your leisure. Documents and links that show how we work with clients and how you could benefit from advice.

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Featured
Get Ready For Tax Time...Again
Joshua Gray
Get Ready For Tax Time...Again
Joshua Gray

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.

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Joshua Gray
Artificial Intelligence: A Friendly Guide for Retirees
James Cruz
Artificial Intelligence: A Friendly Guide for Retirees
James Cruz

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

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James Cruz
Meet Christy – Our Filipino Virtual Assistant.
Christy Ibeagi
Meet Christy – Our Filipino Virtual Assistant.
Christy Ibeagi

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.

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Christy Ibeagi
Congratulations! You are a qualified Financial Adviser.
James Cruz
Congratulations! You are a qualified Financial Adviser.
James Cruz

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

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James Cruz
Client Milestone - Andrew Fraser.
James Cruz
Client Milestone - Andrew Fraser.
James Cruz

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

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James Cruz
When the Going Gets Tough, the Tough Get Going.
Joshua Gray
When the Going Gets Tough, the Tough Get Going.
Joshua Gray

“$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.

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Joshua Gray