Australia

“In times of trouble, focus on what you can control”

Michael Rees-Evans

Director, Wealth Advisory

Michael strongly believes in drawing strengths of everyone within a team to get the job done. As an enthusiastic surf boat rower, he’s attentive to the fact that different people serve different roles but must pull together in the same direction.  The result is a collaborative and approachable leadership style in both his professional and boating life.

Michael has a passion for freedom which led to him becoming a wealth advisor. He has a profound focus on helping clients to achieve financial freedom by giving them the autonomy to make informed decisions for themselves without being restricted by government bodies or institutions.
Michael helps clients to manage their personal financial affairs by taking a holistic view. Doing so allows him to employ range of strategies such as wealth accumulation, asset protection, tax optimisation and asset structuring to ensure efficient ownership across a family group. This big picture thinking allows him to draw in specialists as required to ensure nothing is overlooked.

When working with clients, Michael places a strong emphasis on tenacity and resilience – focusing on the things within his control. His ability to centre in on the most critical issues in times of constant change and ambiguity has earned him the trust and appreciation of his clients.

The Facts:

Core Expertise

  • Financial project management
  • Strategic financial planning
  • Helping clients overcome complexity
  • Investments, superannuation & tax

Qualifications

  • Bachelor of Science (Honours)
  • Master of Business Administration
  • Master of Management
  • Diploma in project management
  • Certified financial planner
  • SMSF Specialist Advisor
  • Fellow of the Tax Institute
  • Member of Financial Planning Association of Australia
  • Member of the SMSF Association
  • Member of the Institute of Managed Account Professionals

Industries

  • SMSF specialist advisory
  • Strategic financial planning
  • Finance (CFO)
  • Technology

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