Evolution Business + Personal Advisers

Our doors have reopened for 2025! As we step into our 21st year after the long break over Christmas, Jane and Jo are excited to welcome back our valued clients, associates, and our incredible team for another year of growth and opportunity. 2025 holds special significance as we continue our mission with a focus on improved client service, continuing to provide jobs for local people, support their career aspirations, and give back to our community through charitable work. This year, we are proudly 100% locally owned and operated, a testament to our commitment to our values and business goals. We aim to share more news and updates with you throughout the year as we currently work on a small brand refresh to mark Evolution turning 21 – keep a look out. A special note to welcome back the Evolution team—a truly special group of people who make it a joy to work together every day. Here’s to a successful 2025! #WelcomeBack #Evolution2025 #LocalBusiness #CommunitySupport #ClientService #TeamEvolution

With perfect spring weather forecast for this weekend, it's an ideal time to tackle those tasks that often get neglected during winter and refresh your garden, home, and even your finances! Spring is a time of renewal, making it the perfect opportunity to take stock of your finances! Whether you’re looking back over the first quarter outcomes, reviewing your investments, or setting new financial goals, a little planning now can help set you up for a successful year ahead. Don’t wait until the last minute—start today and take control of your financial future. Read some tips to help you tackle your financial spring clean. https://lnkd.in/gyKurD86 #FinancialPlanning #SpringRefresh #Investments #TaxPlanning 

Congratulations to Bernice Andrews. Bernie has been recognised in the Lake Macquarie Business Excellence Awards in the outstanding employee category as an inspirational employee who demonstrates a passion for her role as our Accounting Advisory and Tax Leader. Her commitment to Evolution is evident every day and we feel privileged to have Bernie as part of our team. We wish Bernie good luck on 2 August when the winner is announced. Our organisation is a winner having you on our team.

The Excellence in a large business award recognises a business that has effectively driven growth and is able to demonstrate the specific strategies implemented to achieve business success and resilience. Evolution is proud to be a finalist for this award in 2024. Good luck to our fellow finalists 8 at Trinity and Toronto Private Hospital. Thank you to Lake Macquarie City Council for supporting business in our region.

Understanding the 2024-25 Federal budget can be overwhelming, so we have summarised some of this year’s highlights. If you would like more information about how this budget impacts you, our team of friendly advisers are here to help. https://lnkd.in/eSqACBAv

With the Evolution Charity Cup taking place this Friday, preparations are well underway! With our current fundraising total standing at an impressive $50,400, including $8,400 raised from our Trivia Night, we are filled with hope and determination to reach our ambitious goal of $100,000 by the end of the week. This year, we are thrilled to announce that 24 teams will be participating in both the surfing competition and the equally competitive fundraising stakes with teams giving their all for a great cause. We encourage everyone to come and join us at Merewether Beach this Friday to cheer on and support the competing teams but also contribute to the wonderful cause of Hope in a Suitcase Australia. And remember, it's never too late to show your support and make a difference. Every donation, big or small, brings us closer to our goal and helps make a positive impact on the lives of those in need. Let's come together, have a fantastic time, and make this Evolution Charity Cup the best one yet! https://lnkd.in/gH4heaWQ

Why not start 2024 off in the right place. With us!! This is a new role within our support team. It incorporates many different aspects of administration and client interaction. If you think you are the right fit or know someone you believe is right for Evolution, please reach out. This position is advertised on our website and also on Seek. https://lnkd.in/gQuXWgVR