You have worked hard to accumulate your wealth. We understand that. We can make a difference in your life and remove the ‘worry’ surrounding your financial future.
”My passion involves working with people to expand their mindsets and realise their goals. I met so many people who feel constrained by their current circumstances, who believe what they have is all they will ever have. They haven’t given any thought to other endless possibilities. It is amazing to see the results achieved when people start to expand their mindset and look at things differently”.
Our mission is to help as many people as possible achieve their financial dream. Whether it is having enough to comfortably retire on, or having the financial ability to help others – we can design effective investments strategies to get you there.
Also, imagine having a passive income which builds wealth while you relax on the beach. Imagine feeling confident of your future. Earning a passive income is about knowing the right steps to take. Let us guide you.
After 18 years within the financial industry, Evolve Wealth Management is driven by effective financial systems which increase wealth.
“The financial area can be complex and many people are missing out on tax benefits, having their loans structured correctly, tax planning before the end of the financial year, taking advantage of investment opportunities, monitoring investment markets, ensuring their wealth is protected or even having their estate planning affairs in place.
“I understand choosing a good wealth manager can improve your investment decisions, and those decisions will ultimately impact your long-term financial future. I pride myself on the length of our client relationships with Evolve Wealth Management.”
Most people don’t plan to fail, they fail to plan and the consequences can be high.
I am licensed through GPS Wealth Ltd which stands for Goals, Planning, Strategy. This is also the process we use for our financial planning where we find out what is most important to our clients and quantify this into monetary terms, and then come up with a plan that is going to get them from where they are now to where they would like to be, which utilises the strategies, investments and products required to deliver the results. From there we hold regular reviews to make sure clients remain on track and make the necessary changes when personal circumstances change, when there is legislative changes and when there is changes to the investments. We continue to focus on the goals and making sure the plan continues to be on track to deliver the results.
We do often see people who might have an investment property or portfolio of shares and my question always is “how do these investments fit into your big picture plan?” If we don’t have a target or end goal then we don’t know if we should be doing more or less. We aim to get our clients to their goals by taking on the least amount of risk.
Expert Financial Planning Advice
Financial Clarity not complexity
We believe in keeping your investment strategies clear, simple and purposeful. You will receive ‘decoded’ opinion from complex information on your investments.
Because we constantly monitor your investments you will receive proactive advice. We do not wait until investments are ‘red-flagged’.
Our advice to clients is transparent and unbiased. It is important they have a clear understanding of every investment action undertaken.
Most people who create wealth take an active, and responsible, role with their financial affairs. Financial education plays an important part and we offer simple steps to acquiring wealth.
System and method
Often people are unaware of incredible financial tools which could greatly assist them. No matter what stage of life people are at we offer proven tools to help clients achieve their goals. Let us share with you what we have learnt.
Our financial planning advice in Perth is not rocket science and nor do we get excited about get-rich-quick scams. Far from it. Our advice is based on simple discipline, sound strategies and thoughtful research, which we apply in selecting the most appropriate investment to match your financial profile and desired outcomes.
Remember acquiring wealth is like setting sail. Without ocean faring knowledge would you reach your destination? We will work alongside you to educate, provide guidance and use financial software tools to chart your direction and assist in negotiating economic downturns…but most of all we will be a companion on your financial planning journey. Regardless of what life stage you have arrived at – from securing your first mortgage or setting sail on your dream yacht, we have the experience to guide your financial success.
At Evolve Wealth Management we use ‘bullet proof’ financial planning strategies to protect your financial goals from potential danger and constantly monitor your investment strategies and performance – because personal circumstances, legislation and financial markets change from time to time.
Why do financial planning yourself and leave everything to chance? Our Perth based financial advisers reduce the complexity and vulnerability of managing your financial affairs yourself.
Who can our Perth financial advisers help?
- People who believe in learning about wealth creation
- People who believe in good habits and discipline
- People who understand the importance of their financial future
Who can’t we help?
- People who believe wealth creation is not their responsibility
- People who believe they can outperform the stock market
- People who believe making money is easy with get-rich-quick investments
- People who believe complex investments and financial strategies should be good for them
Principal Advisor and Owner
08 9349 2269
Paul is known to have a passion for helping people achieve their goals. He knows that many people have untapped assets that could be working for them, but are unsure how they can make the changes needed to use those assets to further grow their wealth.
They may have equity in a home and excess cash, but wonder if they should focus on paying off their mortgage, invest in shares, buy an investment property, set up an interest offset account – or a combination of all of these. Paul understands how making the right choice can impact the lifestyles of his clients now, and in the future.
He adopts a personal approach to his financial advisory services. Paul begins by ensuring he has a clear understanding of each client’s current position, clarifying their financial and lifestyle goals, identifying where opportunities lie and putting in place strategies to achieve those goals.
As well as having experience in the accounting and financial advisory areas, Paul is well credentialed. He graduated with a Bachelor of Business (majoring in Accounting) from Edith Cowen University in 1990. He achieved his CPA in Accounting from Deakin University in 1997. He furthered his studies at the University of Western Sydney, becoming a qualified Certified Financial Planner, Financial Planning and Services in 1999.
In his personal time, Paul is a bit of a cycling fanatic, enjoys surfing and the beach as well as spending time with his family.
Client Services Manager
Charlene has worked in the financial planning industry for the past 6 years, working alongside Paul in the role of Client Services Manager. in this time, she has built some wonderful relationships with clients and is always willing to go that extra mile to help.
In her spare time, Charlene enjoys relaxing and spending time with family and friends.
Melanie has bene working in the financial planning industry for the past 4 years. In this time, she has worked her way up to the role of Technical Specialist / Paraplanner. She enjoys doing the complex planning work as this offers some of the greatest rewards for her clients.
When she is not busy at work, she can be found running around after her young daughter.
In this no obligation, FREE session we will help you to:
- Get answers to your burning issues & questions
- Develop a clear picture of your financial situation
- Design & set your financial goals & objectives
- Build strategies to create your
- clear financial road map for you to take-away
Evolve Wealth is proud to sponsor Ocean Heroes.
Ocean Heroes is a not for profit organisation set up by local WA surfers that focuses on children on the autistic spectrum how to surf.