Evergreen Consultants

18665
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Evergreen Consultants
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  • Business Details
  • What we do

Who we are

Evergreen Consultants is an independent investment consultancy, specialising in helping financial planning business build and manage model portfolios.

The scope of our services ranges from an individual sitting on an investment committee to helping firms manage models on a managed account platform.

Evergreen was founded in 2016 by Angela Ashton and Brett Baker. 

We have grown to have one of the largest and most experienced investment consulting teams in Australia. 

Our investment team consists of highly experienced individuals, who provide our clients with support in all aspects of their investment function.

We manage our business to the highest standard of governance. We have our own AFSL, a board and hold regular board meetings.  

We do not accept payment from fund managers for considering funds and we remain independently owned, so that our advice is free from conflict.

Evergreen Consultants helps financial planning firms build and manage their investment solutions. We pride ourselves on the level and quality of service our clients receive.

The scope of our services ranges from an individual sitting on an investment committee to helping firms manage models on a managed account platform.

All our work is bespoke, so your portfolios will be unique. 

The ‘building blocks’ of our consulting services are our fund analysis, both quantitative and qualitative, asset allocation and portfolio analysis.

Our team conducts over 300 manager meetings per annum. We write notes that are accessible to our clients on each meeting.

We have an independent asset allocation committee which meets monthly. Our clients are invited to join these meetings and we provide CPD points for participation. We produce updated asset class views as a result of our meeting.

We have built our own internal reporting system, GreenVUE, which provides in-depth portfolio analysis each month on client portfolios.

These ‘building blocks’ are then used with each client individually, to tailor solutions that suit them and their businesses. They allow us, and our clients, to analyse, monitor and manage portfolios on an ongoing basis.

We also provide our clients with practical assistance in communicating with their clients. For example, we provide monthly market and economic commentary, fund summaries and other communications. These are all designed to help our clients service their clients well.

Contact us

Email
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Phone
0414 443 236