Evolving Planning Strategies is a small family owned and run Financial Planning business. Terry Hunter, his wife Carol, his two daughters Brooke and Kimberley and long time family friend, Neil Williams are all involved in the successful and smooth running of the business.

The company’s ethos is simple. Literally. The focus is on easy to understand, honest advice tailored to your personal needs.

We provide personal service that other larger organisations cannot.

Everything we do is based on sound knowledge and experience, and backed with painstaking analysis and research from well known and reliable sources.

Outside of the finance industry Terry Hunter has been a transport manager with the Brambles group of companies for ten years and has owned and operated a licensed restaurant and accommodation complex in Western Australia’s North West for nine years.

Terry Hunter

Terry Hunter
Senior Financial Adviser

Terry can provide all of your financial planning requirements to enable you to find financial focus.

Terry's CV

Kimberley Hunter

Kimberley Hunter
Mortgage Broker / Internal Systems Development

Kimberley can assist you with your finance requirements and develops internal systems to improve our customer service.

Kimberley's CV

Brooke Hunter

Brooke Hunter
Para Planner

Brooke prepares the strategies to help you meet your goals.

Brooke's CV

Neil Williams

Neil Williams
Financial Officer

Neil can assist with all Accounts Payable and Receiveable enquiries.

Neil's CV

Carol Hunter

Carol Hunter
Client Services and Real Estate

Carol can assist with all of your general customer enquiries.

Carol's CV

  Evolving Planning Strategies Pty Ltd is a Corporate Authorised Representative of SECURITOR Financial Group Ltd (ABN 48 009 189 495)
Australian Financial Services Licensee 240687 | Level 38, 152 St George's Terrace, Perth WA 6000