The best years
of your life

Make sure your retirement is one to remember.

We take our job very seriously.

After your health, your financial position is one of the most key aspects in your life that must be kept in order.

At Evolution Financial we are someone you can trust to ensure you maximise your current position now and enhance your future position and lifestyle, which in turn will provide you with peace of mind, protection and success.

Take charge of your financial future

With over 90% of our client base retirees or close to retirement our business has evolved to specialise in this key area of retirement planning.

Our primary goal is to illustrate how you can retire with dignity and independence – a goal which is integral to our strategies and offering as a financial planning firm.

Retire with dignity and independence

By aligning our interests with yours and working closely together we’ll ensure you achieve your current unmet aspirations that require money, advice and forward planning.

Along the way helping to manage any complexities or curve balls to minimise potential blockages or obstacles to your progress of achieving your set goals and objectives.

Trust the retirement planning specialists

Our areas of specialisation include:

Retirement planning
Superannuation
Investing in retirement
Investing to maximise wealth accumulation
Private Company/Private Equity Investments

Zero money worries in retirement

A stress free retirement with little to no money worries is what we aim to achieve for clients. Through our honest, transparent advice that is easy to understand we’ve been able to achieve this for all our valued clientele.

Peace of mind for now and tomorrow

For peace of mind that we do achieve this for our clients, and will do so for you, take a look in our Testimonials section and see what we’ve done for our clients and what we’d love to also do for you.

It requires a lot of trust to pass your financial future to someone else.

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

- The late MIKE CARNEY

Financial Planner Townsville

At Evolution Financial we take a deep dive into your current financial situation, establish a comprehensive understanding of precisely what you want to achieve (goals, expectations and targets) and from this create the best possible plan to ensure you accomplish all this. At Evolution Financial, our advisers appreciate that each circumstance is unique, which is why our strategic advice and investment approach is personalised to your specific needs. Evolution Financial is here to help you maximise your position now and into the future.

Certified Financial Planners

It is crucial that when you are seeking financial planning advice that you ensure you are receiving the highest quality advice. One part of this is to seek the assistance of a Certified Financial Planner (CFP). Brad Stewart has been a CFP since 2004.

Trusted Financial Advisors

Tackle any future financial decision that comes your way, in the most informed and educated way, through objective expert direction, and support of our trusted financial adviser Brad. Along the way, we help to manage any complexities or curveballs, to minimise potential obstacles to your progress of achieving your goals and objectives. At Evolution Financial, our advisers possess in-depth knowledge and experience surrounding the navigation of money-management, investments and significant financial decision making.

Financial Planning for Retirement

Planning and preparing for your retirement is an essential aspect of ensuring a comfortable lifestyle when that inevitable time comes. For most, the ever-present question is - do I have enough money to retire? This is where Evolution Financial comes in. We work with you to strategically align a clear plan with your position, goals and lifestyle striving for the best possible outcome now and into retirement.

A stress-free retirement with dignity, independence and little to no money worries is what we aim to achieve for clients. Through our honest, transparent advice that is easy to understand, we've been able to accomplish this for all our valued retired clientele. With over 90% of our client base retirees or close to retirement, our business has evolved to specialise in this vital area of retirement planning here in Townsville.

Helping our clients retire with financial freedom and security is what we, at Evolution Financial, do best!

Why Us

At Evolution Financial, we have been taking care of all the Financial Planning needs of our Townsville, and Queensland based clients, for many years. We understand that financial planning can be a daunting endeavour, a fear of the unknown, however we do pride ourselves on being the most trusted, transparent and dedicated team throughout Townsville. Our testimonials on this website is testament to that. Our principal adviser has over 20 years experience as a financial planner and has specialised in retirement planning for the past 15 years. Ultimately it’s pretty simple - we care about our clients and care about them achieving their goals!

The type of issues we help address and provide detailed solutions for clients are: