Mango Money Management
Mango Money Management is the premium advice division of Wealth Plus Solutions Pty Ltd (a corporate authorised representative of Financial Wisdom Ltd). Evan’s team specialises in providing strategic financial advice to more complex clients, with a particular specialty in Self Managed Super Funds. Evan is a SPAA (SMSF Professionals Assoc) accredited specialist adviser.
Increasingly our clients want to ensure that their portfolios combine their financial objectives with their concerns about environmental, social, governance and ethical issues. We operate on a fee for service basis to ensure that our investment recommendations always focus on our clients’ objectives and the strategies to achieve them, through value for money service delivery. Our unique advice process begins with an obligation and cost free consultation.
CERTIFICATION DETAILS
Certified by RIAA since: 2009
Dealer Group: Financial Wisdom
Fees and charges structure: Fee for service only
Qualifications:
- Bachelor of Commerce, University of WA
- Diploma of Financial Planning, Deakin University
- SPAA Specialist Adviser
Financial Adviser since: 2002
Offering responsible investment advice since: 2009
What responsible investment services do you offer?
- Superannuation and Retirement Planning
- Investments
Which responsible investment products do you provide advice on?
- AMP Responsible Investment Leaders Balanced Fund
- AMP Responsible Investment Leaders Australian Share Fund
- AMP Responsible Investment Leaders International Share Fund
- Australian Ethical Balanced Trust
- Benelong ex 20
- BT Wholesale Ethical Share Fund
- Generations Global Sustainability Fund
- Perpetual Wholesale Ethical SRI Fund
CONTACT DETAILS
| Evan Salt |
| Mango Money Management |
| 20 Hardy Street, South Perth WA 6151 |
| Phone: 08 9368 4911 |
| Email: esalt@wealthplus.com.au |
| Website: http://wealthplus.financialwisdom.com.au |

