Financial Planning
The Evans and Partners Executive Program
Your financial needs go beyond the standard approach, so should your advice.
Welcome to Evans and Partners
Founded in 2007, Evans & Partners is one of Australia’s leading private wealth and investment advisory firms. We provide comprehensive investment advice and portfolio management services to high-net-worth individuals, families, not-for-profits and private clients. We take a holistic approach to wealth creation and preservation, offering bespoke investment strategies, financial planning and access to a broad range of investment opportunities across asset classes. Our advisers work closely with you to understand your goals and deliver tailored solutions aligned to your long-term objectives.
Introducing The Evans and Partners Executive Program
Executives face a unique set of financial challenges that require specialised expertise. Whether you’re a business owner planning for a liquidity event, an investment professional with variable remuneration, or a CEO trying to maximise your accumulation years, your financial needs go beyond the standard approach and therefore so should your advice.
The Executive Program is designed for those who require tailored, strategic advice from specialists who understand the intricacies of executive wealth, ensuring your finances are managed as effectively as your career.
PROGRAM BROCHURE
Learn more about the Executive Program
The full brochure sets out the Program in detail: who it is built for, the advisory team structure, the complete list of benefits and features, and how to begin a conversation with us.
Benefits and features of the Program
Where the Executive Program differs from traditional advice is the two adviser model. Every client works with a dedicated Strategic Financial Adviser and a dedicated Investment Adviser. Your Strategic Financial Adviser helps you get your structures right from the start, while your Investment Adviser builds your portfolio with your long-term objectives in mind. Investment decisions are never made in isolation. The two work together so the right assets are invested in the right structures.
Specialised Advisory Team
A dedicated Investment Adviser who will be responsible for your comprehensive investment strategy and a dedicated Strategy Adviser who will be your point of contact for all things structuring, planning and tax. You advisory team consider your entire situation when building your financial plan.
Bespoke Portfolio Management
Tailored investment strategy aligned to your goals, life stage, liquidity needs and growth ambitions. Your Advisers will work with you and your family to develop a comprehensive family investment policy and asset allocation strategy.
Access to Exclusive Investments
Priority invitations to invest in institutional-grade, wholesale, alternative investment opportunities. Access to opportunities that are generally only available to Institutions and Family Offices.
Sustainable Investment Integration
Opportunity to align your portfolio with your values, without a performance trade-off. You can ensure your portfolio is invested in line with you and your family‘s values.
Simplified Administration and Reporting
A single, streamlined platform for execution, cash flow, and performance and tax reporting. Engaging and relevant performance reports. Tax reporting delivered directly to your accountant.
Private Executive Network
Connect with like-minded executives and industry leaders through an exclusive peer network. Learn from others navigating similar wealth events, leadership pressures, and career transitions.
Macro Roundtables
Exclusive invitations to quarterly roundtables with Chief Investment Officer, Tim Rocks. Understand how the global and domestic macro environment can influence your business and your investment portfolio.
Bespoke Family Wealth Series
Participate in our Family Office series of events. Hear from founders, investors, philanthropists and family office Advisers to understand what comes after the liquidity event.
Debt Considerations
A review of how debt can strategically be used to reduce tax and maximise returns, including whether your current non-deductible debt could be converted into deductible debt. Through adopting a different debt structure you could potentially significantly reduce your post tax interest costs.
Succession & Estate Planning
Collaboration with estate lawyers, advice regarding intergenerational wealth transfer, and assistance establishing family trusts, philanthropy vehicles, family charters and other governance structures. Your family’s future is considered at every stage for your financial plan.
Tax & Structuring Advice
Advice that optimises your structures to future proof your assets and tax position in preparation of future wealth events. An annual private tax planning session with your Strategic Financial Adviser, ensuring you are prepared for June 30.
Strategic Planning
Strategic planning ahead of a major wealth event such as a business sale, IPO, inheritance or material incentive plan. Confidence you have the most tax effective ownership structures in place before a major wealth event occurs.
Why the right advice has never been more important
Find out what the changing tax and structuring landscape may mean for you.
Will Division 296 Change the Way You Plan for Retirement?
New legislation is set to change how high-balance superannuation is taxed in Australia. If your total super balance exceeds $3 million, Division 296 affects you. We’re here to help you understand what it means, and what to do about it.
How Will the Federal Budget Changes Affect Your Wealth Strategy?
From capital gains tax reforms to negative gearing changes, the Federal Budget introduces measures that could reshape how you invest, save, and plan for the future. We break down what’s changed and what it could mean for you.
Featured Insights
Roadmap
Positioning for a Broader Cycle
The structural picture remains constructive. The easing of Middle East tensions (albeit with the occasional skirmish) has removed a key source of inflation pressure, improved the entry point across a range of assets, and reinforced our view that the conditions for a broadening of equity returns are in place. Our asset allocation positions reflect that view, while remaining attentive to the risks that could disrupt it.
Start a Conversation
Partner with a firm that understands the complexity of your financial world. Connect with us and take a more deliberate approach to managing your wealth.