Financial planning- what is it?

The first step in financial planning is to make sure you have the right advice.

Why? Because by developing the right strategies to manage your financial affairs you can achieve your life goals. You wouldn’t need a financial plan if it was all as easy as putting money away in the bank every week. But with the complexities of superannuation, investments, tax and ever-changing rules and regulations, everything becomes much trickier.

How does evolve do it differently?

At Evolve, we believe that every stage of life will require different levels of support and assistance. That is why we’ll never push you into a strategy you’re not suited to or not comfortable with.

What we will do however, is get a deep understanding of your stage in life, your financial position and your goals – then tailor a personal solution to your situation.

Once we have a plan in place, we conduct regular reviews to make sure you stay on track and make any adjustments along the way. Especially if there is a change in your personal circumstances or if there are broader changes, such as legislation or regulatory changes. And typically, we find there are always major changes where professional advice is required. This is why we believe we can best serve you by having regular reviews and keeping abreast of everything.

It is our role to take care of you.

And, we always ensure there is enough flexibility built into your plan to cater for any unexpected circumstances.

It all comes together under our motto – “Exciting life, boring money” and not the other way around.

Goals Planning Strategy

You might be asking “Should I set up a SMSF, buy an investment property or move all my money into Crypto?”

Before we can answer that and jump into building you a solid financial plan, we need to know more about your bigger goals and plot you a path to get there.

So, rather than looking at these issues on an individual basis, we ask how does this investment, strategy or product fit into your overall plan?

How we can help

Our approach is around ‘Goals Planning Strategy’.  

We start by quantifying your goals. Then we craft a plan to reach those goals and utilise whichever strategies, investments and products are required.

We aim to show you how to effectively reach your goals while taking on the least amount of risk.

This part of the process may look simple, but it’s filled with many pitfalls. We firmly believe our years of expertise and knowledge will give you a far better chance of succeeding than by doing it yourself.

Then, once we put a plan in place, it’s about measuring it on an ongoing basis to make sure you remain on track to reach your target.

We’ll set you up to succeed, but your success will rely heavily on your commitment and involvement in the process. That’s why we prefer to work with clients who are ready to take advice and get hands-on.

Of course, we can do everything for you however ,we like to have you on the journey next to us.

What our customers are saying...

Free Consultation

In this 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.