Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
2021
5 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Evergreen Advice is a fee-only investment advice firm that specialises in sustainable investing. We help individuals, families, and charities who want support managing their investments to achieve their goals. We provide personalised, research-driven financial planning, portfolio management, and KiwiSaver advice.
We believe in making socially responsible investing a core part of all portfolios. There are many reasons our clients might be interested in socially responsible investing: whether it is to align their investments with their values or as a way to manage investment risk. Either way, we work with them to ensure their investments are right for their circumstances and beliefs. We ensure that investors can achieve their financial goals while using their money to influence positive change. This can be achieved by investing in businesses that have superior sustainability characteristics and by engaging with companies to influence their business practices.
We founded Evergreen Advice to provide responsible, clear, independent advice to our clients. We offer a free initial consultation so that you can see whether our services are right for you.
Specialties
All 4 specialties
- Investment Advice
- Sustainable Investing
- Responsible Investing
- Financial Planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZ111 The Terrace; Level 9; Wellington, Wellington Region 6011Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
2 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Evergreen Advice Limited?
3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Evergreen Advice Limited have offices?
One address on record, New Zealand only. Primary: 111 The Terrace, Level 9, Wellington Region 6011.
Has Evergreen Advice Limited raised funding?
None linked to this brand.
What does Evergreen Advice Limited list as its specialties?
Four tags on the brand's own list, among them investment advice and financial planning.
Which companies are listed alongside Evergreen Advice Limited?
2 profiles list Evergreen Advice Limited as a peer — 54th percentile in Financial Services. It lists ten peers of its own. phwealth and Pacific Wealth (NZ) list it back.