We are pleased to announce that Zakari was recognised as a finalist for the 2024 Young Adviser of the Year Award in May as part of the IFA National Excellence Awards.
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We are pleased to advise that Minna Baker from the Cairns office was nominated as a Finalist for the Paraplanner of the Year Award 2024.
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In this ever-connected world, keeping your loved ones safe is more important than ever.
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In late May, the Cairns office held a ‘Retiring Well’ Seminar in the CBD which was attended by over 60 people invited from the many accounting firms we professionally deal with.
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Financial Newswire, a national financial publication, held a conference for financial planners in the Hunter Valley.
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With a likely rematch between Democratic President Joe Biden and former Republican President Donald Trump set for 5 November 2024, what impact will the US presidential election have on investment markets?
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While we’re in the daily grind of working for a living, we often visualise life after retirement as happy, stress-free relaxation. Getting a little R&R is certainly important, but there is a limit to the amount of napping, puttering around the house and daytime television a person can take.
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Find out how your heirs will pay less tax on their inheritance from superannuation.
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Sadly after 7 years at Evolution Financial, we say Goodbye to Danielle.
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See what our offices have been up to over the last 3 months.
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There is an ever-present worry list surrounding investment markets – usually involving some combination of concerns about economic activity, inflation, profits, interest rates, politics, natural calamities, wars, etc. It makes it hard for investors to stay focussed and avoid silly mistakes.
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Neil Jamieson (CEO) and Ray Barnes (CTO), founders of Hypha (formerly Wireless Innovation), joined us in Townsville in October to provide a shareholder update on the current position of the company.
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Anyone can leave money & assets; leaving a lasting legacy of your life is easier than you realise.
With almost three decades of aiding high net worth and ultra-high net worth individuals and families, experience has shown me that a common deep abiding goal is to leave a worthwhile legacy for ones family or the community, not just money or assets.
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With cyber security an important topic at present, we wanted to provide a quick reminder to remain cyber-safe and share some insights about cyber security:
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Each year the two Evolution Office converge for two days to discuss technical issues such as investment trends, cybersecurity, the role of AI on the world and impact on portfolios, regulatory & compliance changes, office efficiencies and servicing our clients better.
However, as the saying goes, all work and no play makes for a boring event, so this year in Townsville we let our artistic flair flourish armed with paint brushes, all to differing degrees of colourful interpretation (aided by a glass of wine!).
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The Evolution Townsville Team had a fantastic night supporting this incredible charity to help raise much needed funds for local families with seriously ill children.
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Brad, Ian & Zak recently attended a three day professional event (poor boys were in the terrible location of the beachfront Gold Coast Sheraton!)
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We came across this interesting comparison of buying Starbucks Coffee everyday to buying Starbucks Stocks everyday.
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Being our clients, you’re obviously good at handling money and your finances. The same isn’t always the case for our clients’ adult children, so the following information may be worth sharing for anyone who thinks it may be of interest to your own family members
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Evolution Financial Cairns office recently held two ‘Aged Care, Estate Planning and Intergenerational Wealth’ seminars; a Wednesday evening session for our clients and interested people, followed by a Thursday morning accountant training session for associated firms we deal with closely.
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