Expert financial advisers, leaders in ethical investing

I like that they give independent, fee only advice (rather than get commissions on products). They did a great job of working out my situation, what I wanted, and were very clear about their fees. I am very happy with the final advise I received. My situation is complicated because I am both a US and NZ citizen. They dealt well with that. For anyone who is both a US expat in NZ and also interested in ethical investing they are well worth considering.

- Frances

Mike Ross is a very clever man who is a great financial advisor. He has helped me enormously by bringing all my different investments under one roof and has provided excellent advice that is well researched and informative. I highly recommend him to everyone.

- Hilary

Chelsea Traver has been my financial advisor for around three years, and I cannot speak highly enough of her. She kept me informed regularly, when the market was a bit rocky. You will be in very safe hands if you decide to invest with Evergreen.

- Sandra

Mike has been providing expert research into finding investment options that meet our values of a kinder humanity and a healthier planet while meeting our financial goals. My wife and I are US tax residents and have appreciated the extra miles of service Mike has provided given our specific circumstances. This all helps us feel empowered that we are investing wisely for ourselves, and for a brighter future for generations to come.

- Glynn

100% recommend having a chat with Chelsea, very knowledgeable, she understood my needs, clearly communicated my options and came up with a great plan. I didn't know where to start and she made it so easy. Thank you Chelsea :)

- Stevie

Meeting with Evergreen Advice was the best decision I could’ve made. I’m early on in my financial journey and was pretty overwhelmed by the right course of action. Chelsea made things easy to understand, took the time to fully understand my goals and made a plan that works for me. Had I seen anyone else, I don’t think I would’ve been as comfortable asking all the questions I did. I now feel organised and excited about my financial future.

- Chloe

Very satisfied with Chelsea's ability to deliver the advice I was after. She listened well and challenged me where appropriate. Highly recommend!

- Daniel