Building Your Wealth
Founded in 2007, Evans & Partners is a premier Australian wealth management firm supporting the investment decisions of some of Australia’s most discerning investors.
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We prioritise your wealth like you prioritise your clients.
At Evans and Partners, we understand the time pressures faced by successful professionals. As you focus on your career and your family, it can be difficult to find time for your finances. But this is the phase of your life where building the foundations for future wealth can have the greatest impact.
Invest in your future
Through our experience providing financial services to partners across a range of professional services firms, we have become increasingly aware that despite their own high levels of financial expertise, many partners do not prioritise their own financial wellbeing. Enlisting the help of a trusted adviser reduces the time and effort required to establish, implement and monitor a robust financial plan.
As an expert in your field, you understand the value in seeking out the right experience and expertise. When it comes to your financial future, that means speaking to an adviser.
Like you, your Evans and Partners adviser has built their career on understanding how to achieve the right results for their clients. In addition, they have access to an incredible pool of subject matter experts from across the firm when they need to dig deeper into specific markets, strategies or solutions.
Who we are
Founded in 2007, Evans & Partners is a premier Australian wealth management firm supporting the investment decisions of some of Australia’s most discerning investors.
$29bn
in funds under advice
~7,400
private clients
10 Years
average client tenure
How we can help legal professionals
We provide comprehensive financial services designed for the demands of legal professionals. Our goal is to help you build, manage, and protect your wealth—so you can focus on what matters most.
Investment advice
Strategic financial advice
Partner remuneration and tax considerations
Streamlined administration
Adherence to conflict management policies
Investment education and networking events
Sustainable investment solutions
Performance and tax reporting
Advice for every life stage
Early Partnership
You may have young children, a large mortgage,
and high childcare costs.
How we can help:
- Cashflow management
- Debt reduction
- Asset & loan structuring
- Tax management
- Superannuation review
Earning Years
You are likely focused on reducing debt, and are managing the high cost of living, potentially with large school fees.
How we can help:
- Making the most of surplus income
- Debt-reduction
- When to consider other wealth creation strategies
- Investment structures
- Tax management
- Retirement planning
- Estate planning
Approaching Retirement
You likely have little to no debt, increasing free cash flow, and are considering retirement in 5–10 years while maintaining a strong focus on environmental consciousness.
How we can help:
- Retirement planning
- Superannuation maximisation
- Planning for transition to retirement
- Assisting children (e.g. bank of mum and dad)
- Build a sustainable investment portfolio
Start a conversation
Mark Connors is a Managing Director, Senior Investment Adviser and Head of Private Wealth Management in Brisbane.
Mark Connors
Ph: 07 3565 9306
Email: mark.connors@eandp.com.au
Start a conversation
Disclaimer
The information may contain general advice or is factual information and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Where a particular financial product has been referred to, you should obtain a copy of the relevant product disclosure statement or other offer document before making any decision in relation to the financial product. The information contains projections and forecasts (forward looking statements), based on various assumptions. Those assumptions may or may not prove to be correct. Neither E&P Financial Group and its related entities make any representation as to the accuracy or likelihood of fulfilment of the forward looking statements or any of the assumptions upon which they are based. While the information provided is believed to be accurate E&P Financial Group takes no responsibility in reliance upon this information. Results are only estimates, the actual amounts may be higher or lower. We cannot predict things that will affect your decision, such as changing interest rates. Individual actual performance may also differ due to timing of entry or investment size of holdings. Seeking professional personal advice is highly recommended before acting on any such assumptions. Past performance is not a reliable indicator of future performance. This page was prepared by Evans and Partners Pty Ltd (ABN 85 125 338 785, AFSL 318075) (“Evans and Partners”). Evans and Partners is a wholly owned subsidiary of E&P Financial Group Limited (ABN 54 609 913 457) (E&P Financial Group) and related bodies corporate.