 Have you booked your first appointment to see a financial adviser and feel a bit lost? Not sure what to ask, or what will be expected from you?
Take a look at our 3-step appointment process to ensure you’ll be prepared!  With the impending shadow of sales haunting our budgets, why not save in a much bigger way this Black Friday with a complementary appointment!
 If you have an Australian Retirement Trust (ART) superannuation account but haven’t yet set up your member online account, we’ve included some helpful information below to assist you in setting up your online access, as well as how to make the most of your member online account.
 Sharna joined the Evergreen team in April 2021 as a Client Services Officer is currently enjoying the position of Administration Manager.
 Yannick joined the Evergreen team in January 2023 after 8 and a half years in the Australian Army and several years doing underground coal mining and defence force contracting. Yannick has managed to trade in the pack marching (favourite Army past time, okay maybe not) and coal mining for his career passion of Financial Advising.
 Managing finances can sometimes feel like a cluttered desk, overwhelming and in need of organisation. One effective way to declutter and streamline your financial life is through automation. Here’s how automating your finances can help you achieve a more organised and efficient financial system.
 Jessie joined the Evergreen team in April 2020, starting as a Client Services Officer, then seamlessly transitioning to a Paraplanner, and finally landing as our accomplished Financial Adviser.
 Picture this; you've just transitioned out of Defence and you've started a new job that is outside of the government services, or you've medically transitioned/discharged. You're hearing murmurs that the super amount that you have earnt and accrued in Military Super (MSBS) will have to remain there. Is this right? What can you do with this, or better yet, what should you do with it?
 We’re excited to announce that Evergreen has found a new home at 50 Charters Towers Road in Hermit Park between Officeworks and Now Office Furniture!
 Hannah joined us at Evergreen in February 2024 and is the one helping Yannick and Sharna put your financial plans in place.
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