At Evolve Wealth Management Perth our financial planning consultants look after people at different stages of their financial lives and wealth building with professional financial planners using professional financial analysis software and other resources to present your financial plan at our Perth office in an easy to understand format. Our Perth financial planners do this by separating clients into three different categories as detailed below:
- Perfect Foundations
- Pathway to Wealth
- Total Wealth Management
The clients that generally fall into the categories have the following characteristics:
Getting Started Security and Protection
- Are committed to financial success
- Own a home or are on the way to having a deposit
- Have the ability to save $150 per week
- Have less than $300,000 in net assets (excluding home)
- Have combined incomes of between $70,000 and $250,000
- Have more than 10 years to retirement
Pathway to Wealth
- Are committed to financial success
- Own a home with some equity built up and are not sure what to do next
- Have an ability to commit to a regular savings plan of $250+ per week
- Have more than 10 years to retirement
- Family and financial future is important
In regards to the “Pathway to Wealth” program we run seminars in Perth on a regular basis and have one coming up. Click here
Total Wealth Management
- Own a home and have other assets of more than $300,000 or family income of more than $300,000
- Want to maintain a clear picture and plan for your financial future