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Wealth Evolution Financial Planning

Wealth Evolution Financial Planning

5.0(4 reviews)See reviews ↓·Adelaide

About the company

Wealth Evolution Financial Planning Group is a financial advisory practice with offices in Adelaide, Gawler, and Sydney. Corey Roberts has guided clients and grown Wealth Evolution for over 22 years, and is a member of the Financial Advice Association Australia. Launce Kent brings over a decade of experience in financial advice and is also a member of the Financial Advice Association Australia. Damien Nangle has 7 years of experience in the finance industry and is a member of the Financial Advice Association Australia.

Damien Nangle specialises in insurance strategy and products, retirement planning, and strategic wealth creation. Launce Kent specialises in retirement planning, investment advice, and Self-Managed Super Fund (SMSF) strategies. Corey Roberts specialises in strategic wealth creation, retirement planning, and SMSF strategies and advice. Services include retirement planning, debt management, personal and business protection plans, wealth accumulation, investment advice, superannuation advice, budgeting and cashflow management, retirement income streams, social security planning, and estate planning.

What customers say

Based on genuine customer reviews

Clear and tailored financial guidance is the theme that runs through the feedback for Wealth Evolution Financial Planning, with clients returning over many years for advice covering retirement planning, investments and superannuation. Customers in several reviews describe the team as knowledgeable and approachable, singling out Corey and Damien for advice that is easy to follow and leaves them feeling confident about their financial future. A point made in several accounts is the willingness to take time at the outset to understand individual goals before recommending anything, whether the client is planning for retirement, investing or simply wanting a clearer picture of their position.

Several accounts note the care shown to people who are inexperienced with finance, including one household that had just bought a new house and wanted help getting their finances organised and set up for stability. Communication features strongly, with clients noting that questions are answered promptly and that the advisers remain available well beyond the initial meetings, both for personal and business matters. The same account describes advice that felt professional yet genuinely concerned with the client's success, and the long-standing relationships described suggest a practice built on trust rather than one-off transactions.

Insurance brokerInvestment serviceSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

NC
Nicholas Casboult22 August 2025

Outstanding Financial Advice and Service! I've had a fantastic experience with Wealth Evaluation. From the very first meeting, their team took the time to understand my financial goals and provided clear, tailored advice that made me feel confident about my future. They’re professional, knowledgeable, and genuinely care about helping their clients succeed. Whether you're looking to plan for retirement, invest wisely, or just get a clearer picture of your financial health, I highly recommend Wealth Evaluation. Their guidance has been invaluable, and I feel much more in control of my finances thanks to their expert support.

D
Daniel21 August 2025

Have had great experiences with Wealth Evolution dealing with both Corey and Damien. They are clear with their advice, easy to talk to and make it feel like you’re in safe hands with them. Awesome people and I highly recommend them to anyone seeking financial advice!

AS
Alex Stone14 August 2025

I have been dealing with the team at Wealth Evolution for many years both personally and professionally & couldn't be more happy with the great advice that was provided to me and my wife. The team is knowledgable and always available to answer any questions I have. If you want great financial advice to set you up for the future, you will not be disappointed with Wealth Evolution.

AK
Audrey Kent5 June 2021

Absolutely exceptional advice, helped my partner and I get our finances sorted after recently buying a new house and helped set us up for a financially stable future. Couldn’t recommend any higher, the staff are knowledgeable, professional and consumer friendly for those who are inexperienced in the world of finance

Financial advisers & planners in Adelaide compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Adelaide are compared.

RankProviderRatingReviewsOpen Sat.
1Wealth Evolution Financial Planning (this page)★ 5,04No
2Prime Wealth Advice★ 5,018No
3Financial Success SA★ 5,01No
4Stratton Wealth Management★ 5,014No
5Coastal Advisory Australia - Adelaide★ 5,017No
Contact
+61882233774www.wealthevolution.net.au102 Ward St, North Adelaide SA 5006
Working hours
Monday08:30–16:30
Tuesday08:30–16:30
Wednesday08:30–16:30
Thursday08:30–16:30
Friday08:30–16:30
SaturdayClosed
SundayClosed