"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

Evergreen Consultants

Delivering best practice investment solutions to financial advisers

The four pillars of Evergreen:

  • Being independent makes us nimble and strong.
  • We work with a small number of clients to achieve their desired investment outcomes.
  • Our experience allows us to build unique solutions in a cluttered market.
  • We collaborate with very experienced individuals who share our vision.

Investment insights delivered to your inbox

Our insights provide financial advisers with unique investment opportunities

We help you build quality Investment Solutions by tailoring asset allocation and portfolio construction

to meet the needs of you and your clients.

Our Services

Investment Consulting that stands out from the competition

Investment Consulting

Evergreen provides bespoke investment solutions to advisory groups and small institutions...


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Strategic and Dynamic Asset Allocation

Evergreen believes that Strategic Asset Allocation (SAA) is an integral part of good investing...


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Investment Research and Monitoring

Evergreen's objective is to use fund managers who we expect will outperform over reasonable period...


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Adviser Support and Communication

As you would expect Evergreen is also able to present at professional development days and conferences...


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Investment insights delivered to your inbox

Our insights provide financial advisers with unique investment opportunities