Evergreen Consultants

Empowering. Investing. Together.

Evergreen Consultants is an independent boutique investment consulting firm specialising in separately managed accounts. We collaborate with leading financial advisory firms to deliver an exceptional investment experience for their clients, while enhancing business efficiency and flexibility.

Founded

Combined Years of Experience

%

Independently Owned

About Evergreen

We are a leading boutique investment consultant. We work with premier financial advisory groups as well as families, foundations and not-for-profits.

  • Collaborative and tailored asset consulting
  • Large highly experienced investment team
  • Off the shelf and bespoke managed accounts
  • Independent and objective asset allocation and manager research
  • Cutting edge proprietary quantitative solutions
  • Approved on all major platforms
View our full range of products and services
Our Mission

Our mission is to ensure that everyone has the opportunity to reach their financial and, ultimately, their life goals.

To achieve this, we spend our time working with our clients to deliver superior bespoke investment solutions.

We are experts in all facets of investment consulting. We continue to innovate by investing in both experienced staff and technology.

We are industry leaders, so our clients benefit from our original work and deep insights.

Publications

Evergreen Publications

Brad Bugg

Brad Bugg provides insights into strategies used to counter inflation.

Angela Ashton

Angela Ashton explores if active management is worthwhile.

Publications

Evergreen Publications

Maximillian Mulholland-Licht

Max Mulholland provides insights into the COP28 conference.

Importance of Separately Managed Accounts (SMAs)

Mitchell Healey

Mitchell Healey makes the case as to why financial advisers should switch to SMAs.

Publications

Evergreen Essentials

An explainer on bonds and interest rates.

An explainer on the importance of diversification.

An explainer on Dollar Cost Averaging and how to invest during uncertainity.

Publications

Evergreen Essentials

An explainer on Franking Credits and how tho leverage them.

An explainer on the need for Rebalancing a portfolio.

An explainer on Responsible Investing.

Contact

Contact Us

Our Address

Level 5
10 Bridge Street
Sydney NSW 2000

Our Postal Address

PO Box 552
Royal Exchange NSW 1225

ABN and AFSL

ABN 75 602 703 202
AFSL 486275

Get in touch

[email protected]
(02) 9098 8633
+61 481006742

[email protected]
(02) 9098 8634

[email protected]
(02) 9098 8630