Our story
We founded Evergreen Advice centred on three key pillars
Independence
We provide objective advice that is in the best interests of our clients. We do not accept commissions or promote our own products allowing us to offer truly independent financial advice.
Personalised, quality advice
Advice beyond just investment portfolios. We help you achieve your financial goals by analysing your entire financial picture and recommending a strategy that is best suited to you.
Ethical Investing
We are passionate about bringing responsible investing to all investors. We believe that investors can achieve their financial goals while also using their savings to invest in line with their values.
Our journey began when we managed over $500m for 1,000 clients at a private wealth business in Wellington. We were members of the Investment Committee and developed and implemented socially responsible investment strategies for the client base.
As the ethical investment landscape has become more complex, with a wide range of responsible investment options and risks around greenwashing, we decided to specialise in responsible investing to provide the best service and solutions for our clients. Thus Evergreen Advice was formed.
We have built a strong and trusted reputation. Evergreen Advice is listed as a Top Trusted Wellington Financial adviser by Moneyhub and was a finalist for the Best Ethical Financial Adviser 2023 by Mindful Money.
We also strive to uphold the principles we advise for our clients in our own business operations. Our Climate Action Plan provides early evidence of our commitment to sustainability.
Our team
Mike Ross, CFA
Licensed financial adviser
Email: Mike.Ross@evergreenadvice.co.nz
I take complex situations and concepts, like investment markets and ethical investing, and simplify them to help clients make informed choices about their futures.
I have over 15 years of experience in the financial services and investment sectors. Before founding Evergreen Advice I managed a team of investment advisers and analysts at a Wellington-based private wealth business. Previously I worked in corporate finance for a renewable energy company and a private equity firm in London. I am a CFA® charterholder and have a Master of Business in Finance.
I am married with three children. I’m a keen sports fan, coach kids' football, play golf and ride my e-bike.
Chelsea Traver, CFA
Licensed financial adviser
Email: Chelsea.Traver@evergreenadvice.co.nz
I share my passion and expertise in investing to help others see the advantages it can bring. As a detail-oriented planner, I love getting into the numbers to show my clients a clear path forward. I have a particular interest in educating and empowering women to become confident investors. There is a clear gender wealth gap, and my goal is to help close it.
I have worked in the financial services industry for over 10 years in Seattle, London and Wellington and have a strong background in investment analysis. I am a CFA® charterholder and have a Bachelor of Business Administration.
While I'm originally from Oregon, I permanently moved to Wellington in 2015.
Our investment expertise
CFA Charterholders
Earning the CFA® charter is a highly selective process. Fewer than one in five candidates become a CFA charterholder.
It takes an average of 1,000+ hours of rigorous study, along with four years of professional experience and successful completion of the CFA® Program exam, to earn the distinction of being called a Chartered Financial Analyst® charterholder.
Licensed by the Financial Markets Authority
Fully licensed and registered adviser.
Abide by the Adviser Code of Conduct as a fiduciary to put our client's interest first
Certified by the Responsible Investment Association of Australasia
RIAA is the gold standard for ethical certification.
Evergreen Advice is currently one of only three RIAA certified advice firms in New Zealand
We are passionate about ethical investing and believe that investors can achieve their financial goals while influencing positive change.
Evergreen Advice around town
We regularly share our insights to help educate the community and promote responsible investing:
