Friendly and experienced wealth management experts.
Born and bred in Perth, Evolve Wealth Management is a small but dynamic group of financial experts dedicated to making your financial life easier.
Unlike big financial firms we offer a more personalised, friendly service that’s independent from any bank or product. We provide tailored plans and strategies to suit you – not us!
Our many years of experience stretches across almost the entire financial landscape including;
- Creating wealth
- Planning for retirement
- Maximising you superannuation
- Estate planning
- Insurance coverage
We build long-lasting, personalised relationships.
Which is why we start with a friendly and commitment free chat to understand your situation, your goals and whether we’d be the right fit in working together.
From there, we help create a personalised plan to guide you towards a financially successful future.
Regular check-ins, at least once per year, and market updates make sure your plan is always aligned with your goals and situation.
Expert Financial Planning Advice
- Clear, simple and purposeful strategies; ‘Decode’ complicated information on your investments
- Up-to-date monitoring; Constantly monitor your investment and get proactive advice
- Make you ‘money’ smarter; Break down the complexities so you can better understand your finances and take an active role in your affairs.
- Advanced software; Access to financial software tools that chart your direction and assist in negotiating economic downturns.
Goals. Planning. Strategy.
To shape your goals, we start by helping uncover the things most important to you and understanding what it takes to achieve those dreams.
A solid plan is then crafted around those goals outlining the simple steps needed to achieve success.
Smart strategies are put in place to help chart a course through the plan.
Ongoing reviews make sure everything is on track. And adjustments are made where circumstances change or new information becomes available.
Be great at what we do. Be trustworthy. Be helpful.
Quality, not complicated
It’s not rocket science, we believe in using tried and tested methods to slowly grow real wealth. It comes down to a few elements – simple discipline, sound strategies and thoughtful research.
Building long-term relationships is about trust, especially when money’s involved. That’s why we‘re transparent with everything we do. And, it’s why we have no affiliations with any financial institutions or banks – we don’t push any sponsored products on to you.
The more you know about your situation, the better the financial decisions you can make. Which is why we take the time to simplify things as much as possible and get your financial know-how up to speed.
Long-term plans, not get rich quick
We have a saying we like to use “Exciting life and boring money” (and not the other way around). We’re not interested in taking unnecessary risks with your wealth (or ours!) – just building solid, long-term plans to achieve your goals.
We work with anyone willing to take their financial future seriously.
Typically, with deep expertise in the mining industry, most of our clients come from there. But, it doesn’t matter what your background is, if you’re ready to commit to building a financially secure future – we’re ready to help you get there.
Help as many people as possible achieve their financial dreams.
Our passion involves working with people to take the stress out of wealth management, to expand their mindsets and to help realise their goals.
Whether it is having enough to comfortably retire on or having the financial ability to help others – we can design effective wealth creation investment strategies to help you succeed.
Principal Advisor and Owner
08 9349 2269
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
In her spare time, Charlene enjoys relaxing and spending time with family and friends.
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 Incusion Solutions.
Inclusion Solutions is proud to be launching 12 x Social Inclusion Forums in 2021 and 2022. The Social Inclusion Forums provide opportunities to engage with like-minded people, to provoke the conversations that matter and ignite change across WA communities. Forum’s include presentations from industry professionals and community representatives who are passionate about social inclusion.