Barry and Maree Tognola

I have known Brad for over 15 years. As the CEO of the firm, then known as WHK-TCM Smith, I was responsible for employing him to manage the Firms Financial Planning Division. During the next 9 years, at which time I retired from the firm, I worked closely with him and it was through his efforts a significant Financial Planning practice was developed. Brad was well accepted by the clients he dealt with. He provided financial advice to a wide range of clients on a variety of products over those years and there was seldom any adverse comments on his style and advice.

Maree was also a part of the Banking system for twelve years and felt many Financial Planners spoke their "own language" rather than in simple layman's terms. She too met Brad 11 years ago and has referred clients to him because of his down to earth approach and his ability to always relate the facts in an easy to understand way. Maree and I have kept in close contact with Brad since my retirement and we recently made a decision to use him to advise us on our Financial Planning needs in our retirement years. Brad has considerable experience in the industry and we feel very comfortable with his conservative and well reasoned approach. He is consistently courteous, respectful and obliging.

I know from my experience with him over the years he will serve our interests well.

Barry and Maree Tognola
Retirees

Bob Jones

Managing your own financial future can be challenging, difficult and one full of pitfalls. I remember somebody once said, using yourself for professional advice, "that you have a fool as a client". This is very true.

That's why I'm using Brad to take up the challenge of my financial future. Choosing between investment options, identifying trends, advising, identifying and planning ways to improve my financial position going forward.

Brad has been invaluable to me giving me the financial options available, the path I should take with these options, but more importantly the reasons for taking this path. This advice in turn has and will continue to improve my financial position.

I personally feel very comfortable in taking Brad's advice. I know the advice is sound and very thoroughly researched. I have appreciated his frankness and leadership on all matters I have raised with him.

I certainly have no hesitation in recommending Brad and I look forward to working with him for many years to come. I also wish him and the team at Evolution every success.

Bob Jones
Chairman 1300 Smiles

Mike & Chris Carney

Getting someone to look after your savings and help you achieve a financial plan with a long term view of your life and how you want to live it, can seem quite daunting! Well it is very daunting, particularly when you have got to where you are by yourself. 

It requires a lot of trust to pass your financial future to someone else. To have someone that you will be confident with, that will work with you to come up with the strategies that will suit your life plan is not easy. 

Well, over ten years ago, I was introduced to Brad Stewart and I have not looked back since. 

Brad, after knowing what I wanted, came up with strategy that we both agreed on. We meet quite often to review my plan and make the necessary adjustments. There has been quite a few changes in that 10 year period, I survived the Global Financial Crisis, maybe with some minor bruises, but I am well and truly in front now. Times keep changing, but with Brad’s advice we change too. 

So if you are looking for a man who will advise you with your financial planning, give Brad a call. He takes care of my money as he would his own and I am confident he would with yours. 

The Late Mike Carney
Mike Carney Toyota

Brad and the team at Evolution Financial have ensured the transition from one generation to the next occurred seamlessly working closely with myself since Mikes passing in 2017.

They have the breadth of investment and financial knowledge to provide outstanding guidance and foresight to manage the finances and to ensure the entities carry on as was intended whilst being mindful of potential future opportunities.

Chris Carney
Mike Carney Toyota

Paul Rissman

I met Brad Stewart over 15 years ago from his time in the Burdekin following my relocation to Ayr to purchase the McDonald's Restaurant in 2002.

Brad has been my key business and financial planner since, as he has overseen my growth from one restaurant to now 6 restaurants in Townsville, Ayr and Charters Towers.

I have found Brad and his team first class in ensuring my growth and strategic planning aligned with my personal financial life plan. Brad's experience in the industry and his integral knowledge of me as a client has ensured a balanced and successful growth strategy that has delivered strong financial results and helped me achieve my set goals over the past decade. 

Through his time with WHK prior, and now leading his own business I have found Brad to be very thorough in his processes, always delivers on his promise and has a strong understanding of my plan and what I’m wanting to achieve. He has added holistic feedback and value along every step of my financial journey.  

He understands the financial services industry inside out, can gather the multitude financial commentaries from various research houses and put in laymen terms for me to understand and develop the right financial strategies for long term success.

He has recruited, developed and retained an excellent team who are always polite, accommodating and diligent in their work. I am very pleased I have Brad Stewart as part of my key stakeholder group that continues to drive growth in my business and wealth creation strategies and provide protection where needed.

I would recommend Brad to anyone looking to grow their wealth, consolidate their position or plan for retirement as he will tailor a plan that will deliver you the best possible result for you and your family.

Paul Rissman
Owner McDonalds + Chairman Ronald McDonald House Charity

Ege and Lorelle Webber

We met Brad many years ago and have formed a very rewarding, long term relationship that is built on trust, respect and understanding. We feel totally relaxed and at ease with Brad looking after our finances and our whole retirement situation. He always provides us with the best possible advice and does so in a manner that is easy to understand. 

Since retiring from a cattle station in the Gulf to retire at the Sunshine Coast, Brad visits regularly to keep us updated and informed. We look forward to his visits as he has become a fond member of our family. We look forward to continuing this relationship with Brad and the Evolution Financial team for many years to come. 

Ege and Lorelle Webber
Ex Nardoo Station owners + now Sunshine Coast retirees

John and Di Roddom

We have known Brad Stewart as our financial adviser for over 10 years. Over this time we have found Brad to possess the qualities we felt confident about to manage and plan our financial affairs from our working lives, to our transition to retirement, then in retirement and in the future for our children. 

He is trustworthy, will listen to our queries and wishes and explain to us if we are unsure of some of the complexities of the many investment opportunities out there available to us and our situation. 

We have found him to be very responsible, diligent and of high integrity and given the critical role he has to play it’s comforting to know we have someone we can trust. 

John and Di Roddom
Past business owners and now retirees

Do you want Brad to help with your retirement planning?

Alvin Leach

In my role I work and liaise with financial planners and planning businesses from all over the country, helping with strategic investment decisions, investment research, product placement and general investment product advice. I’ve worked with Brad over the past 10 years in his roles as a financial planner, on a national investment committee for a previous employer, and more recently his role as owner of Evolution Financial in Townsville. 

The investment philosophy Brad subscribes to at Evolution Financial is one of the most robust investment frameworks I’ve seen in the marketplace. It’s been created on sound investment fundamentals and ideals to ensure the right investment decisions are made for all clients of the business, yet is adaptable and tailored to meet the individual needs and requirements of each and every client in its own way. The necessary research inputs, organisations and overlays, and the necessary systems and processes required behind this philosophy, are all there, working to ensure investment portfolios remain true to label and can serve the client’s needs and goals as required. 

Alvin Leach
Investment professional
National Investments Manager + Top 20 Fund Manager

Do you want help with your retirement planning?