financial planning
Evolution Advisers can help you achieve your financial goals, no matter what stage of life you are in. Click to download our free brochures or find out more about our services below.
Are you in your Thirties or Forties?
During your 30s and early 40s the importance of having a financial plan cannot be understated.
Are you in your Forties or Fifties?
During your 40s and 50s it is extremely important to have a financial plan in place.
Are you in your Fifties or Sixties?
Even though you are over 55 the importance of having a financial plan cannot be underestimated.
Evolution Aged Care
This is a critical and stressful time where decisions made impact in many areas, emotionally and financially.
Our Services
Talking about you personal finances can be uncomfortable. At Evolution we match you to an adviser who carefully works to understand you and your goals. Whether you are starting out in your career or planning for retirement, we can help you plan significant milestones.
Insurance & Protecting your Wealth
Superannuation and Investments
We are able to help you define and pursue your financial goals, whether you are focused on saving for retirement with superannuation or building wealth through investments across a broad range of financial markets.
Let us help you understand:
Insurance and Protecting Your Wealth
We will help you find appropriate, cost effective insurance cover to provide you with peace of mind and financial security.
We can help you to understand:
Estate Planning
A well thought out Estate Plan is the perfect gift to leave your loved ones, ensuring they are not left with unnecessary heartache and burden. At Evolution, we understand that looking after your family and your wealth are important to you. Our Estate Planning Advisers can assist you with:
Reviewing your current situation for peace of mind
Documenting your desired outcomes
Organising your affairs with a Statement of Advice so that assets go to those you choose
Making informed decisions to reduce risk and minimise tax
Protecting your wealth
SELF MANAGED SUPERANNUATION FUNDS
Self Managed Super Funds are often referred to as “do it yourself super”. Some people want the control that comes with managing their own super particularly if they have a knowledge or background in financial or legal matters. An SMSF is a private superannuation fund that you manage yourself, choosing where to invest your retirement savings. At Evolution, our SMSF, SPAA accredited advisers, auditors and financial planners understand what our SMSF clients need to achieve their retirement outcomes.
Our advisers can assist you with:
Technical knowledge to establish the fund and make informed decisions
Reducing risk whilst having control over your super
Providing tax minimisation strategies and fund compliance advice
Providing the tools to succeed by offering advice on where to invest for protection of your wealth
Providing peace of mind for your retirement through training, advice and support from SPAA accredited advisers
Providing clear, simple financial forecasts for increased confidence and positive returns and growth
Please note that any taxation and accounting services are not endorsed nor the responsibility of Count Financial Limited.
NEGATIVE GEARIng
Are you looking to buy an investment property?
If you carefully select an investment property with potential for capital growth, negative gearing can be a sound investment strategy in order to reduce taxable income and provide long term capital gain.
Negative gearing occurs when the expenses of owning a rental property outweigh the income it generates each year. This produces a taxable loss, which can normally be offset against other income to provide tax savings.
At Evolution, our experienced Advisers can help you find the right investment loan and assist with strategies to minimise your tax.
Money Smart Resources
The Australian Government run website, Money Smart has a number of helpful resources to take control of your money and build a better life with free tools and information.
Savings Goals Calculator
Budget Planner
Retirement Planner
Count Plus
ASX listed in 2010, Evolution is supported by the CountPlus network of professional accounting and advice firms.
CountPlus is a collaboration of hand-picked, high-achieving advisory firms throughout Australia that are aligned through shared values, mutual success and sense of community.
Find out here about the Count difference.
Evolution Advisers Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 (“Count Financial”) which is 85% owned by Count Limited ABN 111 26 990 832 (“Count”) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial. The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Evolution Advisers Pty Ltd trading as Evolution Wealth ABN 42 137 552 982