Michael Gollagher, at Montgomery Investment, shares an exciting outcome for investors that occurred in the Montgomery Small Companies Fund recently, which is a part of many of our client's investment portfolios.
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It's that time of year again and we have a Tax Planning checklist you may find useful. There are certain things that must be done before the June 30th deadline, in order to receive specific tax advantages.
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On the 11th May Treasurer Josh Frydenberg delivered the 2021/22 Federal Budget.
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Kaplan is an organisation we use for our continuing professional development and ongoing studies. One useful paragraph our financial planner Ian recently read that’s worth sharing and from him observing his own successful clients over the last 26 years, is a good lesson for all.
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After an enforced delay due to cyclonic weather, the Cairns Office held its official opening and ‘office warming’ on Wed 17th March. To ensure it was accessible to as many as possible, two sessions were held at 3.30pm and 5.00pm with the business principal, Brad Stewart, flying in to attend. Both sessions had approximately 30 people attend each, with food and drinks providing an upbeat festive atmosphere.
Our sincere thanks for all the well-wishes received, and for those who couldn’t attend we look forward to seeing you and showing you the new premises throughout the upcoming year.
Nick Griffin, head of Munro Global Growth fund, which is a part of many of our client’s portfolios, shares his insights into global growth opportunities going forward.
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On Thursday 29th October the Cairns Office of Evolution Financial hosted a training seminar for 25 local Accountants and Lawyers from around the region in a unique location, the Three Wolves Gin Distillery.
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Fantastic initiative by Smart Precinct NQ and looking forward to shedding further light on Startup investing amongst the Townsville community in the near future.
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With BNPL services taking over from credit cards, is Christmas spending easier or harder to keep in check? Find out how BNPL can impact your finances, in the short and longer term.
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The Evolution Team celebrated the race that stops a nation at the Queensland Country Bank Stadium. It was a fantastic day with Mandy winning 1st place in the sweep.
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Townsville-founded tech company JESI (includes Evolution Financial investors) is having its global growth fast-tracked after being lifted by the COVID-19 pandemic and a cash injection from a big venture capital fund.
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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.
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Have 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.
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The 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.
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Thanks 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.
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HNW 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.
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A 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.
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A 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.
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Fortunately 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.
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As 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.
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