Evolution Wealth Management

Welcome to Evolution Wealth Management, your trusted financial advisor located in Penrith, Australia. Whether you are seeking financial advice, planning for your future, or looking to protect and grow your wealth, we are here to assist you every step of the way.

At Evolution Wealth Management, we pride ourselves on delivering strategic financial advice, planning, structure, and service in a simple and easy-to-understand manner. Our team is dedicated to providing personalized ongoing support and service, helping you make informed decisions to meet your individual financial needs.

Our services cater to a wide range of individuals and families, including young couples starting their journey together, busy professionals managing their finances, and those planning for retirement. We understand the importance of managing and protecting your financial circumstances during these critical stages of life.

Our expertise covers wealth accumulation, debt management, and taking control of your superannuation. Whether you are looking to reduce debt and build equity in your home, invest in property, or consolidate your superannuation accounts, we will provide advice tailored to your interests and goals.

Planning for retirement can be a complex and overwhelming process. Our experienced team will guide you through the necessary steps and help you answer crucial questions about your retirement goals, financial requirements, and government pensions. We simplify the process by providing comprehensive advice and information, ensuring you are well-equipped to make informed decisions.

At Evolution Wealth Management, we are committed to providing cost-effective and proactive solutions. We believe in delivering the best quality advice for your fees, ensuring you receive the most value from our services.

We also understand the importance of protecting your financial well-being in unforeseen circumstances. Our insurance solutions are tailored to your specific needs, providing you with peace of mind and financial security in the event of injury or disability.

Located at Suite 4, 354 – 360 High Street Penrith, NSW, 2750, our office is easily accessible for consultations and discussions. Craig Small, an authorized representative of Integrity Wealth Solutions Pty Ltd, leads our team of financial experts. Craig specializes in superannuation, managed investments, personal risk insurance, shares, and self-managed superannuation fund investment advice.

Please note that the information provided on the Evolution Wealth Management website is general in nature and may not take into account your personal circumstances, financial needs, or objectives. It is important to consider the appropriateness of the information and relevant products based on your individual situation. We recommend seeking independent financial advice and reviewing the relevant Product Disclosure Statement or offer document before acquiring any financial product.

At Evolution Wealth Management, we are dedicated to helping you achieve your financial goals and securing your financial future. Contact us today to schedule a consultation and take the first step towards a prosperous financial journey.