Evans and Partners - Canberra, Australian Capital Territory

Gordon C.

Daniel Thompson, Ryan Maxwell and James Bailey have assisted me over many years. They have all provided a first-class service both in responding to my queries and managing my portfolio. Specifically, I have always received timely, proactive advice regarding my investments with financial statements and tax returns completed on time and within budget.

steve G.

I would highly recommend James and Ishara and the team for professional Investment and Financial advice. My Self Managed Superannuation Fund is going very well and giving me a very comfortable retirement. I'm planning to buy a new car and finish renovating the house I also do a lot travelling I can easily do this in my great financial position. They are both easy and approachable to talk to on financial matters.

John P.

I have worked with Daniel Thompson and Jim in the Canberra Office of Evans and Partners over several years. These guys have provided an incredible service, including access to high quality research, timely investment advice and prompt execution. They are excellent communicators. They are responsive, understand my needs and objectives, and are always accessible to discuss issues and ideas. In summary, they are a great team who are meeting my needs and expectation.

Donald

I have been a client for over fourteen years and am absolutely delighted with the services they provide.
My financial advisor James is truly interested in my needs, circumstances and preferences.
James explains everything thoroughly and I never feel uncomfortable asking questions or expressing my opinion.
From my first meeting with them what really impressed me was there knowledge and common sense approach to things.
Evans and Partners are professional, ethical and caring.
They have my trust and respect, and I would gladly recommend their services whenever possible.

Will M.

While undertaking retirement planning with Evans and Partners it became clear that our superannuation arrangements were no longer fit for purpose. We had a self-managed fund because we wanted to have an ethical lens on our investments, but were finding the load of administering the fund too great. Over the past two years the team have supported us to transition to a platform fund with a tailored responsible investment (ie ESG) portfolio. We feel we now have the best of both worlds. Throughout we have really valued the clear guidance and advice James and Saurav have provided . Thanks so much guys!

ian M.

My wife and I have been clients of James Bailey & Daniel Thompson for many years now. James and Daniel have always been highly attentive, very much informed, very personable, and they provide sound advice that is appropriate to our financial and personal situation (happily retired). We would highly recommend their services to anybody that needs assistance with their finances. Ian & Zora - Narrabundah

Alisha T.

On behalf of Lifeline Canberra we are grateful to Evans and Partners, who work with us in support of training our Student Crisis Supporters. Evans and Partners go above and beyond to enable a comfortable and well equipped space for our face to face training sessions. An absolute pleasure to collaborate with deep appreciation.

matt T.

These guys used to be Dixon advisory who lost their customers millions through shoddy investment advise.

In handing down judgment, Justice McEvoy remarked, ‘There is no evidence that the (Dixon Advisory) representatives conducted the necessary reasonable investigations into the recommended financial products or any alternative financial products, nor is there evidence that they considered the personal circumstances of the clients.