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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Warren Buffet and his long-term business partner, Charlie Munger, are arguably two of the most successful investors in recorded history.
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Most people would have heard that the Labor Government is initially changing some superannuation rules and taxation on super and pensions. At this point it is only targeted to clients with individual balances over $3mill in super or pensions, and will not start until 1 July 2025, possibly after the next election.
We have always anticipated that politicians will look at super as a honey pot for possible taxation revenue. Questions remain whether this is a contagion that will slowly seep downwards to lower balances in due course and what other measures Labor may bring in.
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In October Brad Stewart travelled over to the USA organised by BT and comprised 10 representatives from the best businesses from around Australia.
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In recognition of the high quality of advice offered at Evolution Financial and individual capabilities, both Ian Byrne & Zak Glatthor from the Cairns office were finalists in the IFA National Excellence Awards.
They and Brad Stewart, the firm’s Director and Townsville Principal, attended the gala black-tie Awards presentation event in Sydney. Click for more and to see the results:
Online shopping is convenient and the preferred way to shop for a lot of Australians. But it comes with a risk.
Please read this article from ACSC with tips to ensure you shop online securely.
A great day of learning and fun with Evolution Financial and PVW coming together in Cairns recently.
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Evolution Financial supports the Ronald McDonald House Charity and we enjoyed a fantastic day put on by a great local organisation.
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We came across an interesting article by David Thornton at Livewire Markets sharing his insights on market prophet, Howard Marks of Oaktree Capital.
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You love your home, but it might not be the best fit for you during retirement. Should you sell and downsize or stay and renovate?
As we get older, our needs for housing change. We can develop mobility or health issues that make it harder to maintain gardens or move up and down flights of stairs. When these problems arise, we’re left with the difficult decision: renovate or downsize.
So how do the two compare?
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