Strategic financial advice
Evans and Partners’ strategic financial advisers specialise in developing tailored financial strategies based on an in-depth understanding of each client’s needs, objectives and stage of life, considering the current legislative environment, wealth creation, tax management and structural options available.
Our highly experienced team has specialist expertise in:
- Personal financial planning
- Wealth creation strategies
- Retirement planning
- Superannuation
- Self-managed superannuation funds (SMSF)
- Defined benefit super schemes (including Commonwealth and State Government schemes)
- Tax management
- Investment structures
- Debt management
- Cash flow management
- Redundancy
- Succession planning
- Intergenerational wealth transfer
- Aged care
Personal financial plan
to set up or review your financial strategy
Ongoing financial advice
working with you throughout the year to help you remain on track, ensuring that adjustments can be made proactively as your situation or legislation changes
General financial consult
to provide general advice and information on relevant financial concepts, strategy options or legislative updates via a one-off meeting.
Personal financial advice
- You want to see your money work harder for you, or have several financial products, savings plans or strategies in place, but feel unsure if they are working as efficiently as possible.
- Our advisers can work with you to develop a personal financial plan that focuses on a series of strategies that work together to help you achieve your long-term or bigger-picture goal, while also remaining flexible enough to adjust to changing circumstances or conditions.
- For some people, addressing one financial planning area at a time can make the process of getting your finances in order less overwhelming, easier to digest.
- Our advisers can work with you to identify your priority issues and determine if there are any other important related issues that may also need to be addressed at the same time.
Specific-issue advice
- For some people, addressing one financial planning area at a time can make the process of getting your finances in order less overwhelming, easier to digest and more affordable.
- Our advisers can work with you to identify your priority issues and determine if there are any other important related issues that may also need to be addressed at the same time.
Ongoing financial advice
- Having professional support and assistance at key decision-making times and during legislative change can help reduce the administrative burden of managing your finances, allowing you to develop more confidence to keep progressing forward.
- Our advisers can be the project manager for your wealth management and retirement planning and also work with your key personal contacts, such as your accountant, to keep your agreed financial strategy on track.
General financial advice
This option can suit those who may be looking for a new adviser or if it is your first time considering financial advice and you want help understanding what strategies someone in your situation should be considering.
- A typical one-hour general consultation with one of our expert financial advisers, provides an opportunity to have questions answered with factual information and provide general advice. General advice does not take into account your individual circumstances, nor do they consider how the strategies discussed will impact you personally.
- This can help you understand the facts so you can make your own decision. If you then feel you need more direction, you can choose to receive advice on a specific issue, or opt for a personal financial plan.
