Who We Are
Evermore Money Management Pty Ltd is a privately owned financial planning firm that has its own Australian Financial Services License (AFSL no. 401712) as issued by Australian Securities and Investments Commission (ASIC). We are not owned by any of the financial institutions and we do not have any interests in any of them either. As such it allows us the freedom to be able to provide advice that is specific and tailored to meet our client’s requirements without any conflict or bias. As we are not restricted and or dictated to by any product provider we believe we are unique in being able to go beyond the average Australian financial adviser to deliver advice that is appropriate for our clients.
10 Reasons Why You Should Work With Us
-
•We are not owned by a product provider, therefore we put strategies to suit your individual circumstances before any product recommendations.
-
•We work for you not for anybody else. So we keep your best interests in mind at all times.
-
•We are fully transparent in our dealings with you - we give this promise to you because we have nothing to hide.
-
•We do not participate in incentives that may produce “conflicted” advice. We shun all industry soft dollar benefits that may materially influence our principles.
-
•As we are not influenced by any product provider we can find the most appropriate investments and insurances to meet your circumstances, as long as it passes our internal and external research filters.
-
•We will always be professional in our dealings with you, which means if you say “no” we will not pester and harass you.
-
•We are process oriented and are continually revising our service, so that you ultimately benefit.
-
•We will show you tangible benefit and value in our advice before you pay a single dollar.
-
•We offer a 24 hour call back promise - if you can’t get hold of us for any reason, we will return your call within 24 hours or earlier.
-
•We share part of our profits for charitable causes so that we can help build a better community.
