Evergreen Consulting

This week we caught up with Luke Spiller, a partner at Melbourne-based Scholten Collins McKissock Wealth Management. Luke is an up-and-coming leader in the financial advice industry, a ‘lifer,’ so to speak, who points to the evolution of investment markets as a key reason why he is as excited as ever to be in the…

Evergreen Consultants, founded by experienced consultant Angela Ashton, this week launched an industry leading stress testing program for financial advisers. It is said to be the first of its kind made available in the ‘retail market’ and is available to Evergreen clients via their proprietary GreenVUE reporting platform. The launch comes after the most volatile…

Angela Ashton, founder and director of asset consultant Evergreen Consultants, suggests that TINA – or ‘There is No Alternative,’ to equities, that is – will be one of the driving themes of 2021 for investors. After outperforming the Chant West superannuation benchmarks, delivering a return of 4.93% from its balanced option for 2020, Evergreen now…

Managed Accounts, or Managed Discretionary Accounts (MDAs), are a relatively new investment solution available to consumers and financial advisers following recent advances in platform technology. MDAs have evolved to a point where advisers can offer clients a broad range of investment assets and clients have complete visibility of the investments held in their portfolio. What…

This week we spoke with Angela Ashton, founder of Evergreen Consulting, who recently launched her Investment Research business. Angela, can you tell us a little about yourself; what has been your favourite weekend activity in COVID-19 lockdown? Watching Netflix, walking, and drinking rosé. And your favourite holiday destination pre-COVID 19?Too many – I love New…