Evergreen Consultants

Empowering. Investing. Together.

Evergreen Consultants is a leading independent investment consulting firm. We partner with high quality financial advisory firms who wish to provide their clients with an enhanced, tailored investment experience, as well gaining efficiency and flexibility within their own businesses.

Founded

Combined Years of Experience

About Evergreen

We are a leading boutique investment consultant. We work with superior financial advisory groups as well as families, foundations and Not-for-Profits.

  • Independently Owned
  • Collaborative and Bespoke Asset Consulting
  • Approved on all major platforms
  • In house manager research
  • Independent Asset Allocation Committee
  • Large highly experienced investment team
  • Cutting edge quantitative solutions
View our full range of products and services
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Our Mission

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

To achieve this, we spend our time working with our clients, financial advisers, on delivering the highest quality bespoke investment consulting services. This includes managed accounts.

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

We want to ensure that we remain industry leaders, so that our clients can benefit from our original work and deep insights.

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Our Clients

We collaborate closely with our clients to develop customized investment solutions tailored to their specific requirements.

We are proud to have among our current clientele some of the most respected and highly commended financial advisors in the industry.

With a dedicated commitment to client success, we continuously strive to refine and adapt our approach to ensure our clients', and their clients' success.

Publications

Evergreen Publications

Maximillian Mulholland-Licht

Max Mulholland provides insights into the COP28 conference.

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