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Evergreen Wealth Management
Bella Vista, New South Wales, Australia
About Evergreen Wealth Management
Welcome to Evergreen Wealth Management, located in Bella Vista, New South Wales, Australia. As an establishment that focuses on finance, we are a point of interest for individuals seeking to source and secure investment property with the goal of replacing employment income with investment income.
At Evergreen, we believe in the power of a team. Our strategy is not built by just one person, one company, or one strategy, but rather by a team of accredited experts with qualifications in property, investment lending, taxation, law, and financial planning. This ensures that our clients receive comprehensive and well-rounded advice.
Our services provide complete end-to-end support. We start by assessing your goals and designing a personalized strategy. From there, we assist in acquiring the right property and help you grow your portfolio. We are proud to be a part of a growing network of individuals who share a common goal of financial success.
If you have a self-managed superfund or are interested in setting one up to invest in property, we can introduce you to Independent Financial Planners who can assist you. Our network is designed to provide smart planning for a rewarding and wealthy retirement.
Whether you need to review existing finance or require new finance, our team will match you with the right finance professional who can review your current situation and recommend a suitable and robust loan strategy.
From guiding you through your first investment property purchase to managing your portfolio, our property professionals and independent buyer’s agents are here to support you every step of the way. We understand that thousands of Australians dream of increasing their wealth through a large and varied property portfolio, and we are here to help turn that dream into a reality.
Planning for a great retirement is crucial, and it's never too early to start. If you're in your early 50s, you still have time to create a wonderful future for yourself and your family. At Evergreen, we strive to make planning your finances almost as enjoyable as planning your retirement.
Join us at Evergreen Wealth Management and let us assist you in building a successful investment portfolio and planning for a rewarding future.
Photos of Evergreen Wealth Management
Level 5, Building A, Suite A40C, 24-32 Lexington Dr, Norwest Business Park, Bella Vista NSW 2153, Australia
Opening hours of Evergreen Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Evergreen Wealth Management
"I enthusiastically support Evergreen Wealth Management for their exceptional retirement strategies. The expertise of their team of professionals significantly contributed to shaping my future aspirations and bolstering my financial peace of mind."
"I am immensely impressed with Dee's financial expertise and dedication to her clients' success. Her thoughtful approach and strategic insights have transformed my financial outlook."
"I can't speak highly enough of Evergreen Wealth Management's property investment services. They are true experts in their field and have helped me grow my portfolio."
"Dee's unwavering support and expertise have been instrumental in helping me make sound financial decisions. Her ability to explain complex concepts in a clear and concise manner is truly commendable"
"Disgusting rip offs! We bought a property and organised the finance through them. Settlement day came, we noticed the property address was different from the one agreed to and proposed, they didnt answer their phones and their conveyances said if we pulled out we would get massive penalties. We were offered no stamp duty and on the day we had to pay it. Silly us. lesson learnt. Now only have a PO Box address listed...."
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