Professional Planner

  • Professional Planner

    24 HOURS: A day in the life of Atlas Wealth Management

    November 15, 20160 Comments

    24 HOURS: A day in the life of Atlas Wealth Management   24 hours: A day in the life of Atlas Wealth Management. In the depths of the global financial crisis, Brett Evans decided there was a better way to do financial planning than the way he was doing...

  • Professional Planner

    Crisis, what crisis? This adviser has seen them all

    September 5, 20160 Comments

    Crisis, what crisis? This adviser has seen them all   05/09/2016 – You don’t spend almost 20 years in stockbroking and investments without riding a few waves. And Brett Evans has crested over a handful of financial milestones, including the Asian financial crisis, the Russian ruble crisis, the tech boom,...

  • Professional Planner

    Aussie financial planners considering China should think again

    November 20, 20150 Comments

    Aussie financial planners considering China should think again   Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services,...

  • Professional Planner

    Building a scalable expat financial planning business

    September 8, 20150 Comments

    Building a scalable expat financial planning business   Mongolia wouldn’t appeal to many Australian financial planning principals as a rich source of potential new business, but it has caught the attention of Brett Evans who is building a expat financial planning business, the first in Australia. His planning business,...