What people think
Testimonials for Brad Stewart
Testimonials for Ian Byrne
Testimonials for Zakari Glatthor
Testimonials from our professional network
Testimonials for Brad Stewart
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
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.
- Mike Carney
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
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
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
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.
- Bob Jones
Tony and Vicki Briggs
For 32 years Vicki and I owned and operated Coral Princess Cruises. In that period we built the company to operate 3 expedition ships on diverse itineraries around Australia, the Pacific and Asia and employed over 150 staff.
It is a full time job running a business with all its complexities, however the one area we neglected was financial planning for our retirement.
So when we sold the business in 2014 we felt at a loss to know just what were the best options for us. We “took advice” and made two attempts to develop portfolios that we were comfortable with and hopefully fulfil our needs. However for a number of reasons neither of these worked out.
Fortunately over coffee with a friend (also a client of Brad’s) and lamenting our situation, it was suggested we should make contact with Brad.
At our first meeting we found Brad to be very professional and we felt that he was someone we could trust. He listened to what we had to say, asked questions about what we were hoping to achieve and communicated in a language we could understand. Together we came up with a portfolio structure which ticked all our boxes.
It is still only early days for us but since the establishment of our portfolio we have been happy with its performance and particularly the relationship we are developing with Brad and his team. Long term we are very confident we can work with Brad and his team to achieve our financial goals.
Tony and Vicki Briggs
Former Coral Princess Cruises Owners and now Happy and Contented Retirees
At our first meeting we found Brad to be very professional and we felt that he was someone we could trust.
He listened to what we had to say, asked questions about what we were hoping to achieve and communicated in a language we could understand.
- Tony and vicki briggs
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
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.
- Paul Rissman
John and Jenny Denning
We congratulate Brad for going it alone with Evolution Financial.
We are retired and had a SMSF established in March 2008 (just in time for the GFC) under Brad’s guidance. We liquidated other investments and increased our superannuation savings as we recognised the benefits of doing so.
This was a potentially life changing decision in which Brad’s advice was pivotal and proved good. We have never had difficulty managing our affairs however we are novices in the management of retirement.
We do not expect miracles and recognise our need for modern, well informed arms-length guidance.
We want our affairs kept as simple as possible. As we get older this becomes even more important.
We regularly use the electronic reporting that is available to us on demand.
We require a happy stable working relationship with an adviser who knows us and who utilises those benefits available to us and who helps protect our fund and keeps us up to date. We are confident we have this with Brad (and Jess).
John and Jenny Denning
Past business owners and now retirees
This was a potentially life changing decision in which Brad’s advice was pivotal and proved good.
- John and Jenny Denning
Neil Weekes
I am a retired Brigadier who served in the Australian Army for approximately 31 years. I then worked at James Cook University, Townsville, as the Executive Officer to the Vice-Chancellor for 10 years. I have sought the professional advice of a number of Financial Advisers and Planners in several States and cities around Australia during that time and since I retired from the work force.
I first met Mr Brad Stewart while I was serving in Townsville 10 years ago. At that time Brad was the Principal – Financial Planning in WHK TCM Smith (to then become Crowe Horwath). Brad remained with the Company until he started up his own financial planning business: “Evolution Financial”. I had absolutely no hesitation in contacting Brad to arrange the transfer of my portfolio to him. In typical style, Brad declined to accept my request until his restraint/non-compete agreement with Crowe Horwath had expired.
Brad Stewart is the best and the most professional financial adviser/planner I have ever met since I became involved in investments, the stock-market and superannuation. He is the only financial planner whom I can understand everything he says. He does not draw elaborate graphs, nor does he talk a strange financial language with acronyms, nor does he embellish facts. Brad has a unique way in explaining the market so that I understand everything he says. There is no need for elaborate explanations.
Brad has a very quiet, but confident and competent approach. You know what he is talking about. He is honest and he offers very sound advice. He is a professional in that, having provided advice, with which I inevitably accept, he gets on implementing the decisions without any unnecessary paperwork or delay. When the stock-market experiences some falls, you know that Brad will contact you if he believes you need to take some action or be informed. Brad is always acutely aware of market trends and he is always looking at better investment opportunities for his clients. He does not just let your portfolio stagnate. In fact this is one of Brad Stewart’s best strengths. He is progressive but he does not provide advice which is outside your portfolio agreement.
When my wife passed away in February 2008, Brad assisted me in closing her portfolio and transferring the residual amount to my account. He did this with a great deal of sympathy and empathy, and most expeditiously. Brad takes a personal interest in his clients. I have encountered other various personal issues and setbacks over the years, which ultimately have affected my financial situation as well. Brad has always been quick to take an interest and to provide excellent advice and even better and faster service on how to best deal with the problem at hand to relieve me of stress and to put me in the best position possible moving forward.
The Late Neil Weekes
Former Brigadier Australian Army - AM + MC
Brad Stewart is the best and the most professional financial adviser/planner I have ever met since I became involved in investments, the stock-market and superannuation.
He is the only financial planner whom I can understand everything he says.
- Neil Weekes
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
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.
- Ege and Lorelle Webber
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
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.
- JOHN AND DI RODDOM
Do you want Brad to help with your retirement planning?
Testimonials for Ian Byrne
Graham and Glenda Brasch
Having commenced my business life as a professional Accountant, my business interests and career expanded widely and encompassed becoming a Fellow of both the Chartered Accountants Aust & New Zealand and the Taxation Institute of Australia; a Senior Partner in Hall Chadwick & Co; co-owning and developing a major cattle pastoral interest in the Gulf; 9 years as a local Government Councillor; 17 years of honorary work as the Deputy Chairman of Cairns Regional Group Training; financial controller/ board member of an International Shipping company - and all the while successfully running our family’s outdoor power products business before finding a suitable successor to purchase and continue the brand and legacy.
At an early stage of my Accounting career, I became involved in consulting and implementing retirement superannuation funds for my own clients in the heady days of 60% marginal tax rates. It became obvious that as many clients became successful super savers, our own family’s affairs would also benefit from pursuing this strategy amongst others.
Ian Byrne was introduced to us over 12 years ago and it became immediately obvious that he was more than “on the money” and we engaged him immediately. I also introduced him to my business partner of 42 years without hesitation. Both of us were at the stage where we wanted to begin strategising for our own retirement, seeking sound investment advice, extracting ourselves from our varied business interests and entities, and also simplifying our lives.
You expect professional people to be masters of their craft. Ian certainly is. But his main attribute is his strategic approach to his clients’ affairs. In our case not only has his advice on managing our investment portfolio and superannuation investments been very helpful, his advice has enabled us to simplify the scaling down of our business arrangements including directly negotiating with an international (US) pension fund portfolio manager when selling our cattle station.
Glenda and I have four successful daughters, all having obtained a Bachelor Commerce. Each now consult with Ian and his inclusiveness and overall approach was a great help in the drafting - of hopefully - our last Wills.
In 2013, we initiated a Private Ancillary Fund or Charitable Trust. It ensures our family legacy will live on through the generations and is a vehicle we use to educate the younger family members on financial and business matters and social responsibility. I initially became the Chairman with my 4 daughters and a son-in-law as board members. I now have passed the Chairman role onto my eldest daughter with grandchildren now actively involved. From the onset, Ian graciously consented to accept a directorship on our family’s private ancillary fund and acts as an advisor to the board on a pro bono basis. A more fitting endorsement of his qualities and approach to his business cannot be surpassed.
Graham & Glenda Brasch
Retirees – ex-Business Owners, Chartered Accountant & City Councillor
You expect professional people to be masters of their craft. Ian certainly is. But his main attribute is his strategic approach to his clients’ affairs.
In our case not only has his advice on managing our investment portfolio and superannuation investments been very helpful, his advice has enabled us to simplify the scaling down of our business arrangements.
- Graham & Glenda Brasch
Marilyn Marsh-Booth
After a split with my husband of 25 years, my biggest worry was how I would manage my finances to make sure I had enough for my old age. Apart from needing a shoulder to cry on after a divorce, you certainly need some good financial advice.
I’d never handled the money side of things, so how was I going to cope, who would help me? More importantly who could I trust? I initially went to a friend who worked in financial planning, but I soon realised that I needed someone with far more experience and dedication.
I needed someone I could really trust with my finances and interviewed several people and firms for that role. After much deliberation, I chose Ian and it’s one of the best decisions I’ve ever made. Now my finances are better than ever.
I love Ian’s style; he listens, interprets and then acts and keeps me well informed along the way. That’s the absolute beauty of dealing with Ian and his team, they have the knowledge and the expertise for whatever financial decisions or path your investments need to take.
He interpreted my lifestyle and tailored my investments to suit it – that equals confidence. One less thing to worry about – the most important thing really! I now have total peace of mind that someone I can trust is taking care of my future.
Life sometimes throws you lemons as they say, and a divorce after 25 years of marriage was one of them. I didn’t get lemonade out of a lemon - I got champagne. Would I recommend Ian and his group if asked – I don’t wait to be asked, I tell everyone to go and see them!
Marilyn Marsh-Booth
Former Business Owner & now Active Semi-retiree
I love Ian’s style; he listens, interprets and then acts and keeps me well informed along the way.
That’s the absolute beauty of dealing with Ian and his team, they have the knowledge and the expertise for whatever financial decisions or path your investments need to take.
- MARLIYN MARsH-BOOTH
Kaye and Gordon Steinert
My husband and I were not happy with the industry superannuation funds we had been members of during our working years. The main issue was that there was neither transparency of the fees they were charging nor of the distributions and interest earned.
We had been controlling and managing our own SMSF for some time (cash and stock market investments), but felt somewhat overwhelmed at the thought of managing a much larger portfolio once we rolled over our industry superannuation.
After meeting with Ian Byrne twice, we decided that what Ian proposed would allow us to still control the investments, but with management and constant review being done by Ian and his very professional team.
We are very happy with the outcome. The investment fund chosen allows us total transparency with regards fees, distributions, interest earned, etc. That is, we can actually see what we've earned, what the fees are, and derive the movement in share value as a result.
Ian is very well attuned to our risk profile. We never get bombarded with correspondence claiming this company, or that company, would be a good investment, as I know clients do from other Financial Advisors. As well, Ian's support staff are extremely efficient and have an 'eye for detail', which is critical when dealing with other clients' investments.
Kaye L. Steinert
B.Bus (Prof Acctg), CPA
We are very happy with the outcome. The investment fund chosen allows us total transparency with regards fees, distributions, interest earned, etc.
Ian's support staff are extremely efficient and have an 'eye for detail', which is critical when dealing with other clients' investments.
- Kaye L. Steinert
Barry and Yvonne Bolton
We were referred to Ian Byrne from our friends, the Brasch’s. We were at a stage in life where we were looking at retiring, but had to find the right direction to be financial and content in our retirement years.
By seeking the guidance of Ian Byrne and his services, we have had a difficult and complex situation solved and put in place a strategy over a number of years to ensure we were as well positioned as possible to enter retirement. We would recommend his professional services for all who wish to achieve a good result in retirement or in any financial matters.
Barry & Yvonne Bolton
Retirees
We would recommend his professional services for all who wish to achieve a good result in retirement or in any financial matters.
- Barry & Yvonne Bolton
Mark and Karen Ryland
I owned Ryland and Sons Mitre10 Hardware in Townsville for 43Years. I decided in 2014 to evaluate my future and move to another chapter in my life, Retirement (better known as Semi – Retirement).
I had accumulated a lot of Super over the years but it was not achieving its potential, so with the support of my accountant we met with Evolution Financial.
Ian has looked after our Super Portfolio and Investments since then. Being in Small Business and relying on Customer Service all our working life, it was important to us to be dealing with someone who offered Friendliness, Communication and Transparency.
Karen and I have no hesitation in recommending Ian in any Financial Portfolio. His experience and understanding of your needs to get results - he does that well. I would congratulate his Team at Evolutional Financial for the professional work they do for Karen and myself.
Mark & Karen Ryland
Retirees
It was important to us to be dealing with someone who offered Friendliness, Communication and Transparency.
- mark & karen ryland
Do you want Ian to help with your retirement planning?
Testimonials for Zakari Glatthor
Thomas Troncone
I first met Zak, while he was working with NAB Financial Planning. Initially our relationship was professional, with Zak providing exceptional service to the clients in which I referred. Through the 25 years that I have been working in the Financial Services Industry I have met a number of Financial Planners, none of which have the client centric approach, trustworthiness and professionalism that Zak embodies.
It was when Zak left NAB Financial Planning that I personally become a client and firsthand got to experience the level of service, care and quality advice that Zak has been providing to my clients over the last 5 years. Zak is honest, informative and ensures that you understand complex information by explaining things in simple and easy to understand language. He has become a true partner in my long-term financial future.
I have great respect for Zak and feel that he is an asset to Evolution Financial. Zak shows initiative and his “can do” approach to his role and his clients is something that I admire. In every interaction that I have had with Zak it goes without saying that his attention to detail is remarkable.
If you are seeking a Financial Adviser that is easy to talk to, approachable, will provide you with the most appropriate advice and genuinely has your best interests at heart than Zak is the adviser for you.
Thomas Troncone
NAB Atherton Branch Manager
Zak is honest, informative and ensures that you understand complex information by explaining things in simple and easy to understand language.
- Thomas Troncone
Michael and Julie Corica
Being busy business owners of a building company, we needed an advisor that we could trust and feel confident with and who would take the worry and guesswork out of investing for us. We have been dealing with Zakari now for just over a year and found him to be wonderful.
He is young, energetic, forward thinking and a pleasure to deal with. Zak has been extremely thorough in his initial proposal to us, he left no stone unturned. He has been very honest and upfront with his diagnosis of our potential returns, fees and timelines. He always makes time for us when we need to discuss anything, and we couldn’t be happier with his service and knowledge.
Michael and Julie Corica
Corica Constructions
Zak has been very honest and upfront with his diagnosis of our potential returns, fees and timelines. He always makes time for us when we need to discuss anything, and we couldn’t be happier with his service and knowledge.
- Michael and Julie Corica
Doris Cuda
I first met Zak Glatthor when I transferred my mortgage from CBA to NAB. Zak was working at NAB in a financial advisory role and this is where I first took advantage of the services he provided within the financial sector.
I was impressed by his youth, demeanour, knowledge, and his understanding of the strengths and weaknesses of our present-day economy. What really impressed me was the way Zak took the time to get a feeling for my needs, his depth of knowledge, lateral thinking and common-sense approach made me feel at ease.
In all my dealings with Zak, I have found his professional, ethical, and caring manner creates and inspires confidence and respect and I gladly recommend his services. His ability to balance the personal and professional roles of his position with such sincerity is something truly unique and consequently, I intuitively knew that I could trust him to grow and assist me with my life’s savings and other financial matters.
Zak, I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in my present and future needs, circumstances, and preferences. May you be blessed with a long life of good health, wealth and happiness.
Doris Cuda
Middle Leader RE & SEL at Catholic Education
In all my dealings with Zak, I have found his professional, ethical, and caring manner creates and inspires confidence and respect and I gladly recommend his services.
- Doris Cuda
Sonya Rawlings and Chris Gambin
We are both in our 50s, so retirement is not looking too far away. Before we found Evolution Financial and Zak, we felt directionless and apprehensive about our future retirement goals. That feeling changed from our first meeting with Zak. Zak was patient and thorough in drawing us out to understand what we want from a financial planner, and what we want for our retirement. He listened to us and prepared a plan that covered off all our bases, gave us answers, options, and clearly explained the benefits and pitfalls of each.
Zak’s advice has enabled us to choose the best route for us, and working in tandem with our accountant, Zak has created a flexible plan that has saved us thousands of tax dollars in the first year, and given us direction and confidence that when retirement arrives we will be more than prepared to enjoy it. The friendly, professional attitude at Evolution Financial is evident from the moment you walk in, and our six-monthly tune-up meetings are always a pleasure to attend.
Sonya Rawlings and Chris Gambin
Self-Employed & Fire Fighter with QLD Fire & Rescue Authority
The friendly, professional attitude at Evolution Financial is evident from the moment you walk in, and our six-monthly tune-up meetings are always a pleasure to attend.
- Sonya Rawlings and Chris Gambin
Do you want Zak to help with your retirement planning or investment advice?
Testimonials from our professional network
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
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.
- Alvin Leach
Vince Bailey
I am a senior lawyer with expertise in Estate Planning and with over 40 years of experience in estate planning, business structuring and succession planning, tax, property and commercial law. I hold academic degrees in law, commerce, legal practice, management and financial planning. My focus is protecting the wealth clients have dedicated their lives to building and accumulating by assisting them to put a workable estate plan in place ensuring a tax-efficient and seamless wealth transition providing maximum benefit to family members with minimum risk of expensive legal challenges.
I have worked collaboratively with Ian and Zak in numerous estate planning matters for our mutual clients over the last decade. Above all, our aim is to always customise our clients’ estate plan to reflect the unique nature of our clients’ family circumstances and desired outcomes. I have worked with many professionals over the years and Ian and Zak are among the best. Ian and Zak’s professionalism, knowledge, ability to listen and willingness to work with other professionals to achieve the best outcomes for their clients are exceptional. Their ability to understand and empathise with clients is critical in creating a strategy that suits their clients’ circumstances and goals.
Ian and Zak pride themselves in providing exceptional client outcomes. My first experience with Ian’s ability to provide excellent outcomes was back in 2012 and with Zak in 2019 and they maintained this high standard since then. In different but related ways, our objective is to build robust strategies that provide security, peace of mind and lasting lifetime benefits to clients and their loved ones. That is the core outcome of expert Estate Planning and superior Family Wealth Management. It is the answer to why our mutual work in these associated professional fields is so vitally important and why I value working alongside Ian, Zak and Evolution Financial.
They are true professional experts in estate planning and family wealth management and I have no hesitation in recommending them to you.
Vince Bailey
Principal at Vince Bailey Lawyer
Ian and Zak’s professionalism, knowledge, ability to listen and willingness to work with other professionals to achieve the best outcomes for their clients are exceptional.
Their ability to understand and empathise with clients is critical in creating a strategy that suits their clients’ circumstances and goals.
- Vince Bailey
Stephen Goodchild
I have been an accountant for 26 years and I have served on voluntary advisory groups for the ATO and the local CPA board. Throughout the years of my professional work, I have always strived to stay ahead of the curve in terms of professionalism and I consider myself highly accomplished in business and taxation matters.
I have known Ian for 15 years. When I first met Ian, I quickly recognized that his ethos towards work was the same as mine— do your best by your clients and stay ahead of the industry. Both Ian & I have both been on separate professional boards that set the standards for financial and taxation services in Australia, so we have seen the impacts of changing markets and regulations. It is through experience and high-level careful analytical thought that Ian, Zak and Evolution Financial can provide exceptional caring advice, and I have found they always ensure they deliver it in easy to understand layman’s language.
Over the years of our professional relationship my confidence in Ian’s work has not wavered. I am continuously impressed by his genuine client centric and forward-thinking approach and dedication towards achieving the best for all the people that they meet with. Ian and Zak are frank and do not chase fees or engage as clients every person they meet, but rather only take on those that genuinely will benefit from their work and assistance. Their financial strategies always have sensible, beneficial outcomes and I have no hesitation in recommending Ian and Evolution Financial’s services to my clients.
Stephen Goodchild
Founding Partner and Practice Principal GCG Accountants
Over the years of our professional relationship my confidence in Ian’s work has not wavered. I am continuously impressed by his genuine client centric and forward-thinking approach and dedication towards achieving the best for all the people that they meet with.
- Stephen Goodchild
Daryl Bawden
I have known Brad on a business and personal level for a number of years. The dedication to his profession has been very evident in all of my dealings with Brad, both personally and on behalf of mutual clients.
The Evolution Financial team shares my same passion for quality client service. In all aspects they are a high performing team with a strong enthusiasm to assist clients at all levels and at all times with care and consideration. Nothing is ever too much for them and they deliver what’s required by their clients on time in a professional and ethical manner.
I have been impressed with the team culture and the manner in which this firm goes about its business and have no hesitation recommending this firm to anyone seeking first class financial advice and service.
Daryl Bawden
General Manager Mercedes-Benz
In all aspects they are a high performing team with a strong enthusiasm to assist clients at all levels and at all times with care and consideration.
- Daryl Bawden
Paul Tsakissiris
It is my pleasure to recommend Ian, Zak and the team at Evolution Financial. My 30+ years in the accounting profession have strengthened my understanding of the importance of fostering relationships with other professionals who share similar values of transparency, integrity, reliability and expertise.
I have a decades long association with Ian and his firm, sharing mutual clients. Over the years, both I personally, and members of my staff have become clients of Evolution Financial, which is a testimony in itself.
We often participate in the professional training sessions that he and his team have conducted, as well as jointly hosting client education and information seminars. We find that these seminars help ensure that our mutual clients are getting the best and most up to date information from high level experts. This is also an example of their dedication to continued education and relationship building, with a unique ability to foster a level of camaraderie amongst diverse professionals within North Queensland.
I find that one of the most valuable aspects of dealing with Evolution Financial is the reciprocal relationship and sharing of information regarding various strategies employed, ensuring maximum client outcomes.
We deal with a range of clients with differing levels of wealth and at different stages of life. We trust that Ian and Evolution Financial are well equipped to deal with all clients including sophisticated, high wealth earners, and can employ expertise to add substantial value and form lasting relationships with those wise enough to listen to sage advice.
As a client or professional partner, I firmly believe you will benefit from Ian’s success in creating lasting mutually beneficial professional relationships and their aim to constantly keep ahead in all aspects of outstanding financial planning and related taxation and family wealth matters.
Paul Tsakissiris
Principal Seriously Accountants
It is my pleasure to recommend Ian, Zak and the team at Evolution Financial …
Evolution Financial are well equipped to deal with all clients including sophisticated, high wealth earners, and can employ expertise to add substantial value and form lasting relationships with those wise enough to listen to sage advice.
- PAUL TSAKISSIRIS
