After helping so many of our own clients successfully enter retirement, it is with mixed emotions that we assist one of our own to do exactly that.
Heather will be retiring towards the end of the month after being with us for over 5 years, being a great help in ensuring the administration runs smoothly.
You would have undoubtedly heard her accent, but here is a quick snippet of her fascinating background.
Read MoreHave lockdown restrictions sent you on an organising and decluttering mission? Don't forget about your finances! Give them a spring clean and get them in shape with our guide to simplifying your budget, bank accounts, super and debts.
Read MoreThe Evolution Financial team had a great day at the Townsville Cup. No big winners on the day but it was great to be on the sideline watching the racing action.
Read MoreThanks to those investors that could make the recent updates on BYSCoffee and XponTechnologies. Here is a brief summary outlining what they ran through on the day.
Read MoreHNW investors are more likely than mass affluent investors to be actively engaged in managing their investment portfolios and to consider a more aggressive strategy amid the wild market volatility.
Read MoreA couple of clients recently mentioned, “A financial reporter said Warren Buffet is 'cashing up, he is selling stocks and keeping his funds in cash for now’. Would it be prudent for us to follow his lead?”.
At Evolution Financial we do follow Warren Buffet quite closely as you would imagine, last year Brad & Ian even travelled to Omaha to listen to the great man in person, whereas this year it was online due to COVID19.
Read MoreA fantastic achievement by Ecofibre subsidiary, Hemp Black, launching their very first product in the USA, a copper and hemp infused 3D Knit Face Mask with antimicrobial and anti-odor properties built into its high-performance yarns.
Read MoreFortunately much has changed as we come out the other side but still interesting to look back at how much of an impact it made during that period of peak uncertainty and to help understand that some effects and flow on will linger and cause issues for the forthcoming 6 months due to it having an unprecedented effect on the economy and our way of life.
Read MoreAs you are aware, we are monitoring the developments around coronavirus with a cautious eye, and offer the following as a summary of a number of Psychological Investment Behavioural Studies that we’ve accessed on your behalf.
Read MoreWe came across this article by Robin Bowerman, Head of Corporate Affairs at Vanguard Australia. Here, he discusses why it is important to tune out of the market noise and focus on the investing factors that you can control.
Read MoreOn Tuesday the 25th of February, our three advisers Brad, Ian and Zak made the trip down to Brisbane to attend the Magellan Investor Evening Series. We consider this to be an important event on the calendar for Evolution Financial, as you would all know Magellan forms a significant part of each of our client portfolios, and their leader Hamish Douglass is one of our most respected investors in the entire industry.
Read MoreWe continue to monitor this area with a cautious eye, and offer the following article as a summary of various expert commentary.
Read MoreFollowing our official merger back in October the Evolution Team enjoyed celebrating at Howlin’ Jays down at the Pier Complex.
Read MoreAttempting to 'time the market' can be an expensive and unrewarding process, explains Charlie Aitken, Chief Investment Officer at Aitken Investment Management. Here, he discusses why he's tuning out the noise and focusing on the long-term.
Read MoreThe environment of low interest rates is challenging for those relying on investment income to fund their living costs and investing for income can seem daunting. This article by Shane Oliver looks at five charts that are useful in understanding investing for income.
Read MoreHave you ever thought about investing in shares but don’t know where to start? We came across this interesting article that explains what shares are, how they work and why the bulk of adult Australians who own shares – directly or through managed funds/super – see it as a primary strategy for generating long-term wealth.
Read MoreDeath isn’t something you want to plan for. But like getting a job, owning a home or having kids, an estate plan is really just another part of growing up. This article provides some insights on why an estate plan is so important and when you should make a start on yours.
Read MoreWe recently came across an interesting article by author and blogger Jason Murphy written several years ago. There are now almost 300 Bunnings nationwide and here are some of the tactics Bunnings uses to reinforce the widely-held belief they are so cheap.
Read MoreDividend imputation has made Australian companies manage their capital more efficiently, which makes them sounder investments. Kate Howitt from Fidelity International explores some of the franking credit myths around the effectiveness of a tax system that has served Australia well since 1987.
Read MoreEvolution Financial investors score well with high performing cannabis start-up
Read More
