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What people think

 
 

Testimonials for Brad Stewart

Testimonials for Stuart Reeves

Testimonials from our professional network

Testimonials for Brad Stewart

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Mike Carney

 Mike Carney from Mike Carney Toyota

Getting someone to look after your savings and help you achieve a financial plan with a long term view of your life and how you want to live it, can seem quite daunting! Well it is very daunting, particularly when you have got to where you are by yourself. 

It requires a lot of trust to pass your financial future to someone else. To have someone that you will be confident with, that will work with you to come up the strategies that you suit your life plan is not easy. 

Well some ten years ago, I was introduced to Brad Stewart and I have not looked back since. 

Brad, after knowing what I wanted, came up with strategy that we both agreed on. We meet quite often to review my plan and make the necessary adjustments. There has been quite a few changes in that 10 year period, I survived the Global Financial Crisis, maybe with some minor bruises, but I am well and truly in front now. Times keep changing, but with Brad’s advice we change too. 

So if you are looking for a man who will advise you with your financial planning, give Brad a call. He takes care of my money as he would his own and I am confident he would with yours. 

Mike Carney
Mike Carney Toyota

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So if you are looking for a man who will advise you with your financial planning, give Brad a call.

He takes care of my money as he would his own and I am confident he would with yours.

- Mike Carney

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Barry and Maree Tognola

I have known Brad for over 11 years. As the CEO of the firm, then known as WHK-TCM Smith, I was responsible for employing him to manage the Firms Financial Planning Division. During the next 9 years, at which time I retired from the firm, I worked closely with him and it was through his efforts a significant Financial Planning practice was developed. Brad was well accepted by the clients he dealt with. He provided financial advice to a wide range of clients on a variety of products over those years and there was seldom any adverse comments on his style and advice.

Maree was also a part of the Banking system for twelve years and felt many Financial Planners spoke their "own language "rather than in simple layman's terms. She too met Brad 11 years ago and has referred clients to him because of his down to earth approach and his ability to always relate the facts in an easy to understand way. Maree and I have kept in close contact with Brad since my retirement and we recently made a decision to use him to advise us on our Financial Planning needs in our retirement years. Brad has considerable experience in the industry and we feel very comfortable with his conservative and well reasoned approach. He is consistently courteous respectful and obliging.

I know from my experience with him over the years he will serve our interests well.

 

Barry and Maree Tognola
Retirees

Brad has considerable experience in the industry and we feel very comfortable with his conservative and well reasoned approach. He is consistently courteous respectful and obliging.

I know from my experience with him over the years he will serve our interests well.

- Barry and Maree Tognola

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Bob Jones

Managing your own financial future can be a challenging, difficult and one full of pitfalls. I remember somebody once said, of using yourself for professional advice, "that you have a fool as a client". This is very true.

That's why I'm using Brad to take up the challenge of my financial future. Choosing between investment options, identifying trends, advising, identifying and planning ways to improve my financial position going forward.

Brad has been invaluable to me giving me the financial options available, the path I should take with these options, but more importantly the reasons for taking this path. This advice in turn has and will continue to improve my financial position.

I personally feel very comfortable in taking Brad's advice. I know the advice is sound and very thoroughly researched. I have appreciated his frankness and leadership on all matters I have raised with him.

I certainly have no hesitation in recommending Brad and I look forward to working with him for many years to come. I also wish him and the team at Evolution every success.

 

Bob Jones
Chairman 1300 Smiles

 
 

Brad has been invaluable to me giving me the financial options available, the path I should take with these options, but more importantly the reasons for taking this path. 

This advice in turn has and will continue to improve my financial position.

- Bob Jones

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Tony and Vicki Briggs

For 32 years Vicki and I owned and operate Coral Princess Cruises.  In that period we built the company to operate 3 expedition ships on diverse itineraries around Australia, the Pacific and Asia and employed over 150 staff

It is a full time job running a business with all its complexities, however the one area we neglected was financial planning for our retirement. 

So when we sold the business in 2014 we felt at a loss to know just what were the best options for us. We “ took advice” and made two attempts to develop portfolios that we were comfortable with and hopefully fulfil our needs. However for a number of reasons neither of these worked out. 

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Fortunately over coffee with a friend (also a client of Brad’s) and lamenting our situation, it was suggested  we should make contact with Brad. 

At our first meeting we found Brad to be very professional and we felt that he was someone we could trust. He listened to what we had to say, asked questions about what we were hoping to achieve and communicated in a language we could understand.  Together we came up with a portfolio structure which ticked all our boxes. 

It is still only early days for us but since the establishment of our portfolio we have been happy with its performance and particularly the relationship we are developing with Brad and his team.  Long term we are very confident we can work with Brad and his team to achieve our financial goals. 

 

Tony and Vicki Briggs

Former Coral Princess Cruises Owner and now Happy and Contented Retirees

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At our first meeting we found Brad to be very professional and we felt that he was someone we could trust. 

He listened to what we had to say, asked questions about what we were hoping to achieve and communicated in a language we could understand.  

- Tony and vicki briggs

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Glen Jones

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My name is Glen Jones and along with my two brothers, Bob and Lee, owned and operated the family business, North Queensland’s largest bus company, ‘Hermit Park Bus Service’ for over 30 years.

In April 2010, we sold our business and found ourselves in retirement. Throughout the years, I had a diverse range of investments which included properties, shares, films, Barrier Reef Basketball, just to mention a few. Some of the investments I undertook were successful, others were not.

A major part of my business success was learning at an early age to surround myself with quality people. I took this philosophy into my future financial planning, as excellent people usually achieve excellent results. Enter Brad Stewart.

I have found Brad to possess excellent qualities. He is professional, knowledgeable, committed and motivated. He has sound structures in place, and his strategic planning for my future has been exactly what I needed. He has surrounded himself with quality personnel who are achieving quality results.

I would have no hesitation in recommending Brad and his staff at Evolution Financial to any prospective client.

 

Glen Jones
Former Hermit Park Bus Service Owner

 

He is professional, knowledgeable, committed and motivated.

He has sound structures in place, and his strategic planning for my future has been exactly what I needed.

- Glen Jones

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Paul Rissman

I met Brad Stewart over 10 yrs ago from his time in the Burdekin following my relocation to Ayr to purchase the McDonald's Restaurant in 2002.

Brad has been my key business and financial planner since, as he has overseen my growth from one restaurant to now 6 restaurants in Townsville, Ayr and Charters Towers.

I have found Brad and his team first class in ensuring my growth and strategic planning aligned with my personal financial life plan. Brad's experience in the industry and his integral knowledge of me as a client has ensured a balanced and successful growth strategy that has delivered strong financial results and helped me achieve my set goals over the past decade. 

Through his time with WHK prior, and now leading his own business I have found Brad to be very thorough in his processes, always delivers on his promise and has a strong understanding of my plan and what I’m wanting to achieve. He has added holistic feedback and value along every step of my financial journey.  

He understands the financial services industry inside out, can gather the multitude financial commentaries from various research houses and put in laymen terms for me to understand and develop the right financial strategies for long term success.

He has recruited, developed and retained an excellent team who are always polite, accommodating and diligent in their work. I am very pleased I have Brad Stewart as part of my key stakeholder group that continues to drive growth in my business and wealth creation strategies and provide protection where needed.

I would recommend Brad to anyone looking to grow their wealth, consolidate their position or plan for retirement as he will tailor a plan that will deliver you the best possible result for you and your family.

 

Paul Rissman
Owner McDonalds + Chairman Ronald McDonald House Charity

I have found Brad to be very thorough in his processes, always delivers on his promise and has a strong understanding of my plan and what I’m wanting to achieve.

He has added holistic feedback and value along every step of my financial journey.  

- Paul Rissman

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John and Jenny Denning

We congratulate Brad for going it alone with Evolution Financial. 

We are retired and had a SMSF established in March 2008 (just in time for the GFC) under Brad’s guidance. We liquidated other investments and increased our superannuation savings as we recognised the benefits of doing so. 

This was a potentially life changing decision in which Brad’s advice was pivotal and proved good. We have never had difficulty managing our affairs however we are novices in the management of retirement. 

We do not expect miracles and recognise our need for modern, well informed arms-length guidance. 

We want our affairs kept as simple as possible. As we get older this becomes even more important. 

We regularly use the electronic reporting that is available to us on demand. 

We require a happy stable working relationship with an adviser who knows us and who utilises those benefits available to us and who helps protect our fund and keeps us up to date. We are confident we have this with Brad (and Jess).

 

John and Jenny Denning
Past business owners and now retirees

This was a potentially life changing decision in which Brad’s advice was pivotal and proved good.

- John and Jenny Denning

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Neil Weekes

I am a retired Brigadier who served in the Australian Army for approximately 31 years. I then worked at James Cook University, Townsville, as the Executive Officer to the Vice-Chancellor for 10 years. I have sought the professional advice of a number of Financial Advisers and Planners in several States and cities around Australia during that time and since I retired from the work force. 

I first met Mr Brad Stewart while I was serving in Townsville 10 years ago. At that time Brad was the Principal – Financial Planning in WHK TCM Smith (to then become Crowe Horwath). Brad remained with the Company until he started up his own financial planning business: “Evolution Financial”. I had absolutely no hesitation in contacting Brad to arrange the transfer of my portfolio to him. In typical style, Brad declined to accept my request until his restraint/non-compete agreement with Crowe Horwath had expired. 

Brad Stewart is the best and the most professional financial adviser/planner I have ever met since I became involved in investments, the stock-market and superannuation. He is the only financial planner whom I can understand everything he says. He does not draw elaborate graphs, nor does he talk a strange financial language with acronyms, nor does he embellish facts. Brad has a unique way in explaining the market so that I understand everything he says. There is no need for elaborate explanations. 

Brad has a very quiet, but confident and competent approach. You know what he is talking about. He is honest and he offers very sound advice. He is a professional in that, having provided advice, with which I inevitably accept, he gets on implementing the decisions without any unnecessary paperwork or delay. When the stock-market experiences some falls, you know that Brad will contact you if he believes you need to take some action or be informed. Brad is always acutely aware of market trends and he is always looking at better investment opportunities for his clients. He does not just let your portfolio stagnate. In fact this is one of Brad Stewart’s best strengths. He is progressive but he does not provide advice which is outside your portfolio agreement. 

When my wife passed away in February 2008, Brad assisted me in closing her portfolio and transferring the residual amount to my account. He did this with a great deal of sympathy and empathy, and most expeditiously. Brad takes a personal interest in his clients. I have encountered other various personal issues and setbacks over the years, which ultimately have affected my financial situation as well. Brad has always been quick to take an interest and to provide excellent advice and even better and faster service on how to best deal with the problem at hand to relieve me of stress and to put me in the best position possible moving forward.

 

Neil Weekes
Former Brigadier Australian Army - AM + MC

 

Brad Stewart is the best and the most professional financial adviser/planner I have ever met since I became involved in investments, the stock-market and superannuation.

He is the only financial planner whom I can understand everything he says.

- Neil Weekes

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Ege and Lorelle Webber

We met Brad many years ago and have formed a very rewarding, long term relationship that is built on trust, respect and understanding. We feel totally relaxed and at ease with Brad looking after our finances and our whole retirement situation. He always provides us with the best possible advice and does so in a manner that is easy to understand. 

Since retiring from a cattle station in the Gulf to retire at the Sunshine Coast, Brad visits regularly to keep us updated and informed. We look forward to his visits as he has become a fond member of our family. We look forward to continuing this relationship with Brad and the Evolution Financial team for many years to come. 

 

Ege and Lorelle Webber
Ex Nardoo Station owners + now Sunshine Coast retirees

We feel totally relaxed and at ease with Brad looking after our finances and our whole retirement situation.

He always provides us with the best possible advice and does so in a manner that is easy to understand. 

- Ege and Lorelle Webber

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John and Di Roddom

We have known Brad Stewart as our financial adviser for nearly 10 years. Over this time we have found Brad to possess the qualities we felt confident about to manage and plan our financial affairs from our working lives, to our transition to retirement, then in retirement and in the future for our children. 

He is trustworthy, will listen to our queries and wishes and explain to us if we are unsure of some of the complexities of the many investment opportunities out there available to us and our situation. 

We have found him to be very responsible, diligent and of high integrity and given the critical role he has to play it’s comforting to know we have someone we can trust. 

 

John and Di Roddom
Past business owners and now retirees

He is trustworthy, will listen to our queries and wishes and explain to us if we are unsure of some of the complexities of the many investment opportunities out there available to us and our situation.

- JOHN AND DI RODDOM

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Do you want Brad to help with your retirement planning?

Testimonials for Stuart Reeves

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Shane and Danielle Ryland

Shane and Danielle Ryland are proud third generation retailers, having successfully survived numerous recessions and witnessed the growth of the Townsville region.   Being successful business owners, their superannuation wasn’t something they’d really paid attention to, nor was it something they knew very much about…

“As far as we’re concerned, Superannuation is fairly daunting for us.  It’s a bit of a mire of all sorts of paperwork and fund managers…”

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A visit to the accountant a few years ago prompted them to think more about their superannuation and retirement. What were they going to do? How were they going to fund themselves? What were their plans?

Shane and Danielle didn’t have the answers to those questions – but thought they needed to find out.

 

Their accountant recommended Evolution Financial – so they went to see Stuart Reeves.

Being business owners, Shane and Danielle understand they need to plan, even for their retirement…

“We would very much rely on a good solid base for our retirement.  Superannuation, good investments and a bit of a return on them… Our funds are invested in our future.”

Like many Australians, they have retirement dreams…

“We are looking forward to retirement like everybody around our age” 

Travel, family and the freedom to enjoy their lives are at the top of the list…

“We love getting away camping to catch some of those big coral trouts…It created the base of the happy life…having places to go to like that”

And the ability to help out their children if they need to…

“A bit more travel and being there with the kids to if they want to get into something.  With our experience in retail we should be able to help guide them if they are going down that path”

As part of our relationship, we’ve worked closely with the Ryland’s to provide regular advice that provides a clear direction moving forward including strategies to tidy-up the investment structures and pro-active management of their investment portfolio.

Shane & Danielle are extremely satisfied with the results so far…

“The nuts and bolts of it is that we’ve seen a good return in our investment, so we’re really happy…We see it as solid and safe…”

And what does the future hold for Shane and Danielle? They’ve worked extremely hard over the years and plan to enjoy themselves more as they head towards retirement…

“We’re going to be happy getting ourselves organised to go travelling and being there for the family as it grows. Enjoy our children and our grandchildren… We’ve given our business life a pretty good stick at it… and we can probably have a bit of a relax ourselves… And do it comfortably… That’s why we worked hard.”

Shane and Danielle Ryland
Owners - The Weber Shop

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Peter and Cathy Fon

Stuart has been providing us with financial planning advice for over a decade, in his previous position and now at Evolution Financial. When he made his career move in 2016, we were more than happy to move our affairs back to him and to renew our professional relationship.

We both have a great rapport with Stuart and find that he is easy to talk to, practical in his advice and open to a frank discussion. We often approach him with ideas or problems, or simply a request for some information needed for banks or accountants - he is diligent in providing what we need, in a timely fashion and in a way that we can understand. We also like the fact that he is quick to contact us when he thinks that our affairs need another look. 

Stuart has always placed our interests at the heart of our discussions. As our personal and professional priorities have changed over the years, as we have changed jobs and raised our family, and as legislation has changed the way our money has to be managed, we have been impressed with how Stuart’s advice has been tailored to suit these situations. He is not one to change investments around simply for the sake of being seen to do so - but when they do need changing, Stuart can be trusted to advise the best way of doing this.

We look forward to many more fruitful and interesting years ahead, working with Stuart, as we move towards those fantastic retirement years!

 

Peter and Cathy Fon
Senior Radiation Oncologist (TGH) + busy wife and mum

Stuart has always placed our interests at the heart of our discussions. 

As our personal and professional priorities have changed over the years, as we have changed jobs and raised our family, and as legislation has changed the way our money has to be managed, we have been impressed with how Stuart’s advice has been tailored to suit these situations.

- Peter and Cathy Fon

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Mark and Karen Ryland

Karen and I decided late 2016 that we needed more information from our financial advisors than what we were getting.  With so much going on in this industry, we felt we needed someone with confidence, who could give us honest up to date advice regarding the investment market.  We were looking for someone who would take the time to listen, explain and offer the best advice to suit our needs.

Stuart Reeves came highly recommended and after our first meeting we were satisfied that we had made the right decision to go with Stuart and Evolution Financial.

Stuart quickly went about sorting our financials, setting up a meeting to explain and advise the best alternatives to suit our particular portfolio, in a way we could understand.

We are impressed with Stuart and his staff - the way they present themselves and the Financial Industry.  The reporting of information is professionally documented for ourselves and our accountants.

Stuart continually keeps in touch with us, updating us how the market is trending and if we need to look at investment changes.

Karen and I look forward to working with Stuart for many years to come.  He has our financial interest at heart, recognising our financial needs.

Thank you Stuart for your professionalism and friendship.

 

Mark and Karen Ryland
Retail,Dayboro Queensland

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We are impressed with Stuart and his staff - the way they present themselves and the Financial Industry.  The reporting of information is professionally documented for ouselves and our accountants.

Stuart continually keeps in touch with us, updating us how the market is trending and if we need to look at investment changes.

- Karen and Mark Ryland 

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Do you want Stuart to help with your retirement planning?

Testimonials from our professional network

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Alvin Leach

In my role I work and liaise with financial planners and planning businesses from all over the country, helping with strategic investment decisions, investment research, product placement and general investment product advice. I’ve worked with Brad over the past 10 years in his roles as a financial planner, on a national investment committee for a previous employer, and more recently his role as owner of Evolution Financial in Townsville. 

The investment philosophy Brad and Stuart subscribe to at Evolution Financial is one of the most robust investment frameworks I’ve seen in the marketplace. It’s been created on sound investment fundamentals and ideals to ensure the right investment decisions are made for all clients of the business, yet is adaptable and tailored to meet the individual needs and requirements of each and every client in its own way. The necessary research inputs, organisations and overlays, and the necessary systems and processes required behind this philosophy, are all there, working to ensure investment portfolios remain true to label and can serve the client’s needs and goals as required. 

 

Alvin Leach
Investment professional
National Investments Manager + Top 20 Fund Manager

The investment philosophy Brad and Stuart subscribe to at Evolution Financial is one of the most robust investment frameworks I’ve seen in the marketplace.

It’s been created on sound investment fundamentals and ideals to ensure the right investment decisions are made for all clients of the business, yet is adaptable and tailored to meet the individual needs and requirements of each and every client in its own way.

- Alvin Leach

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Daryl Bawden

I have known Brad and Stuart on a business and personal level for a number of years. Their dedication to their profession has been very evident in all of my dealings with them, both personally and on behalf of mutual clients. 

The Evolution Financial team shares my same passion for quality client service. In all aspects they are a high performing team with a strong enthusiasm to assist clients at all levels and at all times with care and consideration. Nothing is ever too much for them and they deliver what’s required by their clients on time in a professional and ethical manner. 

I have been impressed with the team culture and the manner in which this firm goes about its business and have no hesitation recommending this firm to anyone seeking first class financial advice and service. 

 

Daryl Bawden
General Manager Mercedes-Benz

 
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The Evolution Financial team shares my same passion for quality client service.

In all aspects they are a high performing team with a strong enthusiasm to assist clients at all levels and at all times with care and consideration. 

- Daryl Bawden

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Karen Quagliata

I have known Brad since my childhood, and have worked alongside him for many years. We both started our careers in commerce around the same time, Brad branching off into the financial services industry, and myself into public practice accounting. Whilst being competitive at school in years gone, both striving to be the best in the class, in recent years that healthy competitiveness has turned into mutual appreciation, admiration and respect of each other’s success in our careers. Although we are now both running our own separate businesses we share a mutual goal, together as adviser and accountant, to achieve positive financial outcomes for our clients.

Having someone like Brad to refer clients to for financial advice is very important to me. His knowledge, skill set, experience and communication are all top quality. On top of this I wanted someone that was not only professionally qualified (CFP), but Bachelor Degree qualified (BCom). I wanted someone who is a member of a professional association (FPA) and someone who had extensive experience with investments. The fact that Brad has a background in accounting is an added bonus to both myself and our clients.

Honesty and integrity though is my number one priority, as I wanted someone who was knowledgeable, ethical, transparent and not interested in only making as much money for themselves as they could.

In more recent times Brad has had Stuart Reeves come on board as a Senior Financial Planner to partner with him in the business. Stuart, like Brad, possesses the highest qualifications and skill sets required to deal with clients and through our dealings to date it’s evident he too always ensures the client’s interests are put first and foremost.

The Evolution Financial team satisfies all of the above criteria but above all, there is an established trust between them and their clients that is hard to come by. Brad and Stuart are trustworthy people, and in this day and age, trust is the most important quality in any financial relationship. I am also confident to say that Brad has created a solid business, based on solid fundamentals, and Brad & Stuart will be around for the long-term for his clients. This is because they both ensure their client’s needs come first, at all times.

I have no doubt in recommending Brad and Stuart to my clients, friends, colleagues and family and I look forward to the future, working with Evolution Financial, and assisting our clients achieve their financial goals safely.

 

Karen Quagliata
Accounting industry
Northern Tax & Financial Services

Brad and Stuart are trustworthy people, and in this day and age, trust is the most important quality in any financial relationship.

- Karen Quagliata

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Do you want help with your retirement planning?