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Expert financial advisers, leaders in ethical investing


Recognised by Moneyhub as one of the Top Financial Advisers in Wellington



Ethical Investing Specialists

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Certified by the Responsible Investment Association of Australasia.

Investment Experts

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Our financial advisers have extensive experience in portfolio management and have attained the rigorous CFA charter.

Independent Financial Advisers

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We are fee-only advisers who do not accept any commissions or promote our own products. We're here to serve your interests and offer impartial advice.

Green Line


Contact us for an initial consultation. There's no obligation and it's completely free.


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What our customers say

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

Who we are

Mike Ross and Chelsea Traver founded Evergreen Advice because we believe clear, and independent investment advice can improve people’s lives.


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How we work

Our evidence-based investment strategy will ensure you navigate confidently toward your financial goals. We value transparency with all fee information clearly communicated.

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Ethical Investing

Ethical investing is constantly evolving. By specialising in this field, we offer investment solutions based on in-depth research and analysis. 


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We provide a range of ethical portfolios, whether you just want to avoid investing in harmful industries or you want to go further and invest in solutions. 


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Our investment expertise 


All advisers are CFA charterholders, the most rigorous global investment qualification.


Licensed by the Financial Markets Authority to provide financial advice under a professional Code of Conduct


Certified by the Responsible Investment Association of Australasia, the longest-running certification program in the world. 


Green Line


Sustainable investing
Sustainable investing
September 20 2021

Will I earn a lower return if I invest responsibly?

 By Mike Ross at Evergreen Advice  One of the most common questions we receive from investors is: Will inves...


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May 19 2023

Are rental properties still a good investment?

  By Mike Ross   For the past few decades, investing in New Zealand property has been like playing the game...


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January 17 2022

What is a fee-only, independent advice and why does it matter?

 By Chelsea Traver at Evergreen Advice "If you’re not paying for the product, then you are the product" Wh...


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March 15 2022

How to invest for your child's future

By Mike Ross from Evergreen Advice and Gavin Cairns & Joshua Pietras of TDSL Lawyers.   Every parent wants w...


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Sustainable investing
Sustainable investing
November 18 2022

Does responsible investing make the world a better place?

 By Mike Ross   I once met with a fund manager who told me his business had started offering responsible in...


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Our trusted partners

Green Line

Green Line

The biggest risk of all is not taking one.

- Mellody Hobson

Someone is sitting in the shade today because someone planted a tree a long time ago.

- Warren Buffett

Climate change has become a defining factor in companies’ long-term prospects.

- Blackrock Chief Executive Officer Larry Fink

The secret of getting ahead is getting started.

- Mark Twain

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