Evolution Wealth Management is a financial services business dedicated to providing strategic financial advice and planning to individuals and families in the Penrith, Blue Mountains, and Sydney Metropolitan area. With a focus on simplifying complex financial matters, their services include wealth accumulation, debt management, retirement planning, insurance solutions, and tailored advice for various financial objectives.
Founded by Craig Small, a seasoned Financial Planner with over 20 years of experience, Evolution Wealth Management prides itself on building trusted and long-term relationships with clients. Their core business beliefs revolve around delivering quality advice, exceptional service, and fostering strong ongoing relationships to secure clients’ financial futures.
specialising in assisting young families, pre-retirees, and individuals navigating financial responsibilities, Evolution Wealth Management offers personalised support to help clients make informed decisions tailored to their unique financial needs. By providing comprehensive financial planning services, including investment management, superannuation advice, insurance, and estate planning, they aim to ensure clients achieve financial security and peace of mind.