Contact Information
Bella Vista, NSW 2000, Australia
Detailed Information

Evergreen Wealth Management is a leading financial advisory firm dedicated to helping clients achieve financial independence and lasting prosperity. With a focus on property investment for passive income, our expert team offers a collaborative approach that leverages accredited professionals in various fields such as property, investment lending, taxation, law, and financial planning. From assessing individual goals to crafting tailored strategies and growing investment portfolios, Evergreen provides personalised solutions to unlock wealth and empower clients towards financial success.

At the core of Evergreen Wealth Management is a culture of empowerment and collaboration, where creativity and innovation thrive. Our team comprises experienced professionals and dynamic newcomers, all committed to excellence and client success. We prioritize continuous learning and growth, both professionally and personally, to deliver insightful and dedicated service to our clients. Through regular team activities and community involvement, we foster a strong, cohesive unit that upholds values of integrity, transparency, and responsibility, making a positive impact in clients’ lives and the community.

Evergreen Wealth Management offers a comprehensive suite of services, including property sourcing, finance arrangement, strategic planning, and ongoing mentorship. With a network of independent professionals in Self Managed Super Fund setup, financial accounting, and legal services, Evergreen ensures a holistic approach to clients’ investment needs. By providing unmatched, independent advice at reasonable rates, Evergreen is renowned for its deep understanding of the Australian property market, robust wealth-creating strategies, and personalised service, making it a trusted name in property consulting.