Evolution Financial Planning in Ballina, New South Wales | Investing service

Evolution Financial Planning

Locality: Ballina, New South Wales

Phone: +61 2 6681 1911

Address: 4 / 122 Tamar St 2478 Ballina, NSW, Australia

Website: http://www.evolutionfinancial.com.au/

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25.01.2022 And we all thought 2020 was bad. The much anticipated holiday to Rainbow Bay is in doubt due to lockdowns and squirter worms jumping the borders. I know we can't see into the future and on NYE we all had ideas of grandeur and abundance but to be challenged so soon really does throw a spanner in the year.... Heads up. Stand tall and keep on walking into the face of 2021. Let's go people. #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy #managedmoney

24.01.2022 Feeling for those on the trek to work today. Our office will re-open on 19th January 2021.

24.01.2022 Advice tips with ordinary background music always makes it easier on understand what you can do to get retirement ready.

22.01.2022 Have an easy watch of the updated Vanguard index chart. Staying the course is always the best thing to do. By the way, how good does Angels Beach Ballina look in the mornings? Have a great week.

20.01.2022 Make a start on your retirement plans before the end of 2020. Click to select a time to get your Super ship shape and to start an accumulation plan that will save tax and grow wealth. https://evolutionfinancialplanning.as.me/

19.01.2022 For all of those investors still storing all of their money in cash waiting for a share price crash. It might happen. A 5% rise in share prices such as we have had could be harmful if you don't have a plan to enter the market. Our long term investors simply ride the ebbs and flows which obviously sounds like financial planner talk, but that's how it is.... We also have investors for whom we have allocated an initial holding in shares and we are accumulating shares by way of dollar cost averaging. This is a great strategy to allow investors to build up their exposure and to not gamble that share prices will fall, because when and if they do fall, will you be confident to drop all of your cash in? Experience says no you won't. Lean on the expertise and experience of a suitably qualified Certified Financial Planner to assist your family owned business accumulate assets outside of your business and profession and create the awesome positive habits that will ensure that you never worry about money in retirement. Check out our Instagram link and sign up for our Managed Money updates so you can get your tips on navigating investment markets #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy

19.01.2022 The hardest step is the first one. Ask any questions you might have about how to retire right.

18.01.2022 Might not have an excuse to not spend if we are forced into lockdown. Check out this article that highlights spending habits and how you might tinker with your current spending plans.

18.01.2022 Have a read and get my take on how a well nurtured garden is much like a retirement investment strategy. If you don't look after your assets, they may not grow as well as you thought. https://www.evolutionfinancial.com.au//investment-nurturing

18.01.2022 Stole it and believe it is true. #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy #managedmoney

17.01.2022 Book straight to our calendar if you need to discuss your retirement plans.

16.01.2022 Need some certainty and guidance on all things financial? Sign up for our updates where we offer our insights on wealth management, financial advice and how to retire right. Take the first steps to see how an independent advisory firm can assist your family to make the seemingly complex, simple.... Our insights will allow you to better understand the steps you need to take get your money well-organised. We will discuss topics and offer case studies that illustrate our expertise and knowledge, but importantly, you will be able to gauge how this advice could help your family. Generally, there is an expectation that Financial Planners know the technical stuff. The problem is, clients and investors don't know it all and they; 1. Are too shy to obtain information OR 2. The Financial Planner they have selected isn't suitable due to conflicts of interest in providing advice. Reach out and sign up for Managed Money and take control of your retirement.

16.01.2022 The hardest step in getting financially organised is to make an appointment. Hit the links and select an initial phone or Zoom meeting to see if we can help you plan for a more confident and certain retirement. #wealthmanagement #retirement #superannuation #incomestream #estateplanning #shares #property #cash

15.01.2022 As a major sponsor of the mighty Ballina Seahorses Rugby Union club, Evolution Financial Planning wishes the Seahorsettes and 2nd Grade teams the best of luck in today's Far North Coast Rugby Union grand finals. In a disjointed year but with silverware on the line, I know that these teams will prove themselves today. With 1st grade pipped in the final minute last week, we hope that Lennox Head Trojans and WAR Pioneers belt each other and contest their grand final.... Go the Mighty Seahorses.

15.01.2022 Just in case you missed this post from October 2019 where I explained how our Independent advisory process is beginning to gain momentum. Even post Covid-19, we are still helping many families gain more confidence with their retirement plans even with the uncertainty that our world holds. If you want to know what Independent Advice looks like, have a read and let us know if you want to take the first steps to a great retirement.

15.01.2022 Check our website from the link in bio to see how we get clients financially well-organised. GROW PROTECT ENJOY... TRANSITION These are the pillars on which a great wealth management plan is structured. #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy

14.01.2022 After 16 years in the same location, we thought it was a good idea to refresh our offices. I have a greater appreciation of construction trades and I am really looking forward to the finish line with new work stations and clean, open spaces. Thanks for your patience and understanding and we look forward to showing off our fitout at our clients next visit. #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy #managedmoney

13.01.2022 Here is a take on what is happening right now in the U.S. Ground Zero from Downtown Josh Brown who paints a less than pretty picture. Makes me feel better rolling into Summer and low case numbers for COVID. https://thereformedbroker.com/20//28/worst-case-scenarios/

13.01.2022 Can C from Ballina please give me a call. I might be able to help you with your recent windfall. Good luck and congratulations.

11.01.2022 Here is a good article highlighting the benefits of using a company as an investment vehicle. May not be suitable for everybody and as always, please seek qualified tax advice and investment advice from your Accountant and Financial Adviser. https://www.afr.com//how-to-keep-wealth-in-the-family-2021

10.01.2022 #jointheevolution

10.01.2022 Need a hand with your legacy planning? Check out our complimentary estate plan report that will highlight any areas you need to address to ensure that: Your family is financially protected. Possibly minimise taxes for generations... Make sure that your assets go to the right people at the right time. We will email you your own report without obligation. If you want a hand to get sorted, we will be there to assist if required REMEMBER: A well constructed estate plan provides peace of mind and certainty and is required for young families and older generations. GET SORTED TODAY. https://www.evolutionfinancial.com.au/estate-plan-assessmen #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy

09.01.2022 A 2nd opinion on your current wealth management plans might be the right tonic.

08.01.2022 More sage words from a pioneer who knows way more than me. Check out the latest post and watch an interview with Jack Bogle from Vanguard who makes the seemingly complex topic of long term investing simple. Connect with us and make a time to meet if you would like us to see if we can assist with your retirement plans. https://www.evolutionfinancial.com.au//modern-day-investin

08.01.2022 Let me know if you can recognise the background images. Locals will know for sure. #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy

08.01.2022 Stay in touch and sign up for the updates with Managed Money from the retirement specialists at Evolution Financial Planning https://www.evolutionfinancial.com.au/managed-money-sign-up

05.01.2022 A great review of options available for tradies to consider for their superannuation account and funding retirement. Most tradies are disengaged with how super works, what the options are or how to invest and contribute to super. If you have been thinking about the best options or you just want to make sure you understand it better, then book a meeting so that we can discuss your situation and give you clarity and confidence with your retirement plans.... https://www.traderisk.com.au/superannuation-for-tradies

03.01.2022 https://www.evolutionfinancial.com.au/evolution-b/eofy-2020

03.01.2022 Maybe I am watching too much T.V in COVID, but check out my latest post from our blog - Managed Money. Getting distracted by speculative strategies and investments won’t get you closer to your financial goals if it flops. Simple, smart strategies will provide a greater probability of success if you remain disciplined and keep an eye on the prize. https://www.evolutionfinancial.com.au//I-am-not-bobby-axel

03.01.2022 Want to know how to accumulate enough assets to last a 30 year retirement and have it all tax free? Book a meeting. https://evolutionfinancialplanning.as.me/

03.01.2022 If I told you that you could possibly sell your business and NOT pay any capital gains tax and convert this capital to a tax free income stream from age 60 for the rest of your life, what do you think I was smoking? Depending upon your situation, we have developed the above strategy with a number of hard working business owners, professionals and rural families to extract value from a lifetime of toil and be able to keep more of that toil in a very tax - effective environment.... I love showcasing this strategy because it offers significant value to our clients. If you want to know more about how an effective superannuation strategy can be implemented to safeguard your capital and possibly reduce tax, then reach out for a chat. Terms and conditions apply to such a strategy and you need to discuss your situation with a suitably qualified adviser. #retirement #superannuation #independentadvice #incomestream #estateplanning #diversification #wealth #smallbusiness #sme #legacy #managedmoney

01.01.2022 Good little article espousing the benefits of index investing. Plenty of evidence and research to indicate that stock picking and arbitrage is a waste of time. Let us know what you think. https://www.afr.com//why-this-harvard-mba-student-quit-sto