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About Us

at Wealth Evolution Financial Planning we are different to other financial planning firms

Different, because we believe that financial security happens by fostering long lasting relationships with our clients. Different, because we don’t believe the financial planning process is ever really complete, it just evolves as you and your family do. Different, because creating financial security is our passion, and we are always looking for new and more efficient ways to achieve it for our clients.

The Benefits of a Financial Planner


Wealth Evolution Financial Planning is a leading Financial Planning and Insurance practice situated in the heart of Adelaide's CBD, delivering expert personalised service and strategic advice in the areas of Insurance, Investment, Retirement and Estate planning.

Unlike many larger Financial Planning and Insurance businesses, Wealth Evolution Financial Planning Group approach is holistic, professional and above all down-to-earth. We pride ourselves on our friendly personal service, our honesty and integrity and our ability to deliver an exceptional service that is accurate, efficient and extremely thorough.
Many of our clients have remained with us from the beginning, because our approach is to build long lasting relationships focused on long term prosperity. Our approach offers relevant financial strategies for every aspect of your business or personal life, working closely with you at every stage of the journey.

We are passionate about providing you with the highest quality service and advice, at a price that represents value for money.

Meet our Team

Our Partners


Wealth Evolution is an authorised representative of the Meritum Financial Group Pty Ltd (Australian Financial Services License no: 245569). Established in 2004, Meritum is a leading financial planning group that has expanded rapidly to offer a presence in most Australian states.

To find out more, speak with one of experienced Financial Advisers on 08 8223 3774 or complete our online form here  
Alternatively you can send us an email [email protected]