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

Professional Planner

Nest Egg

Crisis, what crisis? This adviser has seen them all

Crisis, what crisis? This adviser has seen them all   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, the tech bust, the global financial crisis …

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Nest Egg

Aussie financial planners considering China should think again

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, including financial services, and his belief …

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Nest Egg

Building a scalable expat financial planning business

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, Atlas Wealth Management, focuses primarily on …

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