Meet Evoa
Built for better conversations about money.
Meet Evoa: The Wealth Coach Concierge
Ask the questions that matter.
Get clarity. Think clearly about your money.
Evoa is your private, digital space to ask financial questions and get thoughtful, independent insights in The Wealth Coach voice.
It’s not advice.
It’s a way to understand your options before you act, helping you ask better questions and make better decisions.
It’s not a search tool. It’s a conversation.
Ask about pensions, inheritance, retirement, or any financial decision you’d like to understand better.
Typing gives you information.
Talking gives you clarity.
Private. Honest. Independent.
Private. Honest. Independent.
Conversations are completely private. Nothing you ask is ever shared with The Wealth Coach team or used for marketing.
Evoa is built on The Wealth Coach philosophy, integrity before influence, curiosity before sales.
When you’re ready for personal advice
If your question becomes specific to your own situation, Evoa will suggest a no-charge conversation with Nic Round, Chartered Financial Planner and Chartered Wealth Manager.
Together, we’ll help you move from understanding to action, with independent, regulated advice.
Evoa, The Wealth Coach Concierge, makes financial thinking more human, not automated.
Technology powers it. Integrity defines it.
Frequently asked questions
If you’re unsure how to get started, just click “Launch Concierge” and follow the on-screen steps, it’s quick and completely free.