Realise the full potential of your wealth
We partner with our clients to build, manage and preserve their wealth through tailored financial solutions and trusted advice.
A partnership focused on lasting prosperity
E&P was founded on the principles of attentive service, trusted advice, and a commitment to help our clients prosper. Across both Evans and Partners Wealth Management and E&P Capital, we provide high-quality, tailored advice to individuals, families, not-for-profit organisations, corporates and institutions.
As an Australian owned financial services firm, an unwavering focus on our clients drives everything we do. Our collective expertise delivers knowledge and insights that unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Above all, integrity underpins our thinking. With a focus on building enduring relationships, we are more than an adviser – we are a true partner.
Discover how we can help you
Strategic Financial Advice
Advice that gives you clarity around your goals and helps you engage the right strategies to achieve them.
SMSF Accounting Services
Professional accounting services for your self-managed super fund.
Division 296 Tax Explained: Understanding the $3 Million Super Tax
Do you have more than $3 million in super? Division 296 introduces additional tax on higher superannuation balances. We're here to help you understand what it means, and what to do about it.
Our People
Evans and Partners Wealth Management
Corporate Advisory & Capital Markets
Institutional Equities & Fixed Interest
Equities Research
SMSF Accounting
Board and Executive Leadership Team
Featured Insights
Podcast
Words on Navigating the Bond Market Sell-Off
In this episode of Words on Wealth, Head of Investment Strategy Max Casey is joined by Esteban Burbano, Managing Director at PIMCO, to unpack the drivers behind the bond market sell-off and what the shift in Fed expectations could mean for investors. They explore what previous periods of bond market volatility can tell us about the outlook from here, and why current yield levels may be presenting a compelling opportunity across fixed income. Esteban also shares where PIMCO sees the most attractive opportunities in the market today. Tune in to find out more.
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Acknowledgement of Country
E&P acknowledges the Traditional Custodians of the land and waterways upon which we work and depend. We acknowledge each community’s continuing culture, strength and diversity and pay respect to their Elders past and present. We extend this respect to all First Nations Peoples, including our clients, partners and broader community.