Evergreen Financial Advisers

26/10/2026

We're still calculating the ROD (Return On Dog) but we will update you ASAP once we find out!

Check out our latest episode of Not Another Finance Podcast! Streaming now on Spotify and YouTube 🔗

20/10/2026

15/10/2026

Register and attend our online info session to go in the draw to win one of two free appointments with Roshan Pandalai, valued at $500 each.*

Our expert financial advisers Jessie McCormack and Yannick Fitzsimmons are hosting a seminar and Q&A session to answer all your burning questions, including:

- What DVA covers: Entitlements, pensions, Gold Card, etc
- What to do with your leave
- What happens with your CSC (super) accounts
- Your entitlements post-discharge
- If you need personal insurance

Cost: Free!
When: 21 October 2026
Time: 1200 - 1300, but feel free to join when able!
Where: Microsoft Teams

* Free appointments available to new clients only. A new client is someone who has not previously had an appointment with Evergreen Financial Advisers. The winner will receive one free appointment with a value of up to $500. It is not exchangeable for cash, transferrable, or otherwise claimable if you are unable to attend the appointment.

12/10/2026

Interest rates have been bumped by 0.25%. What does that mean for you?

In the newest episode of Not Another Finance Podcast! Jessie and Yannick will take a look at:

- Fixed vs Variable interest rates
- Savings vs Shares
- Property purchases
- Refinancing

Not Another Finance Podcast! releases episodes every fortnight.

Streaming now on Spotify and YouTube! Link in bio 🔗

12/10/2026

Have you recently started transitioning from the Australian Defence Force? Unsure what the next steps are?

Our expert financial advisers Jessie McCormack and Yannick Fitzsimmons are hosting a FREE seminar and Q&A session to answer all your burning questions, including:

- What DVA covers: Entitlements, pensions, Gold Card, etc
- What to do with your leave
- What happens with your CSC (super) accounts
- Your entitlements post-discharge
- If you need personal insurance

All attendees will go in the draw to win one of two FREE appointments with a Defence specific adviser, valued at up to $500.

Register for FREE on our website. Link in bio 🔗 Or tag a friend who might benefit from the session!📎

We look forward to seeing you there!

30/09/2026

The office will be closed on Monday the 5th of October 2026 for the King's Birthday public holiday.

We'll reopen at the standard time on Tuesday.

Have a great long weekend!

28/09/2026

Is it taboo to discuss money in your family? How does avoiding talking about finances impact us in the long run?

In the newest episode of Not Another Finance Podcast! Jessie and Yannick will unpack some common myths and advice your parents may have passed on to you, and questioning they still stand up.

Not Another Finance Podcast! Releases episodes every fortnight.

Streaming now on Spotify and YouTube!

28/09/2026

Is it taboo to discuss money in your family? How does avoiding talking about finances impact us in the long run?

In the newest episode of Not Another Finance Podcast! Jessie and Yannick will unpack some common myths and advice your parents may have passed on to you, and question if they still stand up.

Not Another Finance Podcast! releases episodes every fortnight.

Streaming now on Spotify and YouTube!

20/09/2026

Are you transitioning from Defence? Not sure what comes next?

Evergreen is holding a free information session for transitioning veterans and their families.

When: Thursday 24th September 2026
Time: 1600 start
Where: The Townsville RSL - 139 Charters Towers Hermit Park

Register your attendance through our website. Limited spots are still available.

We look forward to seeing you there!

15/09/2026

Are you transitioning from Defence? Not sure what comes next?

Evergreen is holding a free information session for transitioning veterans and their families.

When: Thursday 24th September 2026
Time: 1600 start
Where: The Townsville RSL - 139 Charters Towers Road Hermit Park

Register your attendance through our website. Limited spots are still available!

We look forward to seeing you there!