Summary

Evan works with all clients in setting a path to a more comfortable retirement with an approach that intends to take the jargon out of the planning process and identifying what his clients want to achieve. He seeks to make his clients more informed so they can make smarter financial decisions at the right times for better long-term outcomes. Because of his background and qualifications, Evan particularly enjoys working with executives and business owners who may have more complex structures like family trusts & SMSF’s, with a focus on really optimising strategy options that these structures can provide.