Wealth Evolution Financial Planning is a unique financial services firm that stands out by prioritizing long-lasting relationships with clients. They believe that true financial security is achieved through ongoing evolution and adaptation, rather than viewing the planning process as a one-time event. The team at Wealth Evolution is dedicated to making financial security a reality for their clients, constantly seeking innovative and efficient ways to help them reach their goals.
Founded by Corey Roberts and Launce Kent, Wealth Evolution has established offices in Adelaide, Gawler, and Sydney, along with a presence at Hudson Financial Services Pty Ltd. As authorized representatives of Consultum Financial Advisers Pty Ltd, they operate under Australian Financial Services Licensee 230323. Their philosophy revolves around the belief that financial planning is a dynamic journey that evolves alongside clients and their families, reflecting their commitment to personalized and comprehensive financial solutions.
Located at Level 6, 161 Collins Street in Melbourne VIC 3000, Wealth Evolution Financial Planning invites clients to select their preferred office location for booking appointments. With a passion for creating financial security and a dedication to building enduring client relationships, Wealth Evolution sets itself apart in the financial planning industry by offering a holistic approach that adapts and grows with each client’s unique circumstances and aspirations.