Aside from technical aspects and crucial areas like cyber-security updates, at this year’s team meeting we spent considerable time focusing on Evolution Financial’s client service structure and setting various team goals for our company.

Here at Evolution Financial we pride ourselves on personalizing our services to each client to get the optimized results to suit their needs, whether it is the adviser you meet with or one of the staff members handling your work.

We broke down our services from first client contact to continuing service and explored the areas we provide contrasted to our peers. Utilising a national study that compared the numerous advice and services offered by leading firms across the country, we found that comparing ourselves to these and evaluating the comprehensive service offering, that there is no other firm like ours north of Brisbane.

This is because our overall areas of advice and clients’ services excel not only in the ‘traditional’ areas (such as investment, superannuation, retirement planning etc.), but we also have extensive expertise also in:

Succession Planning & Intergenerational Wealth -both regarding family & business considerations
Philanthropy – assisting clients structure their situation to leave an enduring legacy to the wider community, as well as ourselves supporting a number of worthwhile charities
Centre of Influence (Accountant and Lawyer) Educational Seminars
Independent License, which allows us to provide tailored advice free of institutional conflicts
Bespoke active portfolios based on our specific investment criteria, processes and methodology
Managed Discretionary Accounts (MDA) that allows us to proactively make investment choices and changes on behalf of our clients, aiming to achieve the best results.
Unique Private Equity opportunities via our curated network of professional contacts, especially for our Sophisticated Investors interested in an alternative investment class

Of course, all this is underpinned by our wonderful friendly staff that excel in client engagement, helping and actively build, maintain and nurture the immeasurably important trust given to us from you, our clients.

Evolution Annual Team Meeting