Evolution Road is a vibrant and cutting edge advisory firm located in Port Macquarie NSW. Our dedicated team supports a client portfolio based across Australia, primarily in the fields of personal taxation, business accounting, self-managed superannuation, financial planning and strategic advice.
Having worked together for the past four years, principals Mark Power and Reece Dein identified a niche in the local market where a proactive relationship between an Accountant and Adviser was a sought after commodity of clients and businesses respectively.
Our firm embraces a collaborative approach to client management, ensuring our relationship with you involves the services of such professionals to holistically analyse your financial situation. Reece Dein is a Chartered Accountant with over a decade of experience as a senior accountant and business adviser with PDD Advisory, Purkiss Cullen and Fortunity where he managed and advised a number of varying entities including individuals, partnerships, trusts, small and medium sized businesses.
Mark Power is a Certified Financial Planner with more than 18 years of experience in the financial services industry working for a number of prominent interstate organisations including Dixon Advisory, Bendigo Bank, AMP Henderson and most recently as a partner of PDD Advisory in Port Macquarie. With a focus on retirement planning, SMSF and portfolio management, Mark adopts an assortment of relevant taxation and superannuation strategies to provide customised outcomes for his clients.
With more than three decades of experience in financial services, Mark and Reece recognised that a boutique financial services proposition could be an integral addition to the client experience and assist with ticking all the financial boxes throughout their varying life stages. They recognised that by working together to meet the needs of their clients, they could achieve more.
Taxation and financial planning are intertwined and our clients get the best outcome from a holistic analysis of their financial situation. As professionals in their respected fields, expertise leads to a natural synergy between the two disciplines.
The idea of taking a universal approach to financial and tax planning, identifying and optimising all facets of a client’s financial picture is how Evolution Road came to be.
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We work side by side to help you optimise your financial well being. We believe a collaborative and customised approach to client management will assist to find the best solution for your personal situation. Accountants and Financial Advisers have unique skill sets. Combining the experience of both discipline’s gives you the assurance that your assets are in good hands.
Reece is a Chartered Accountant and knows taxation. He can deliver strategic business advice to help you maximise your personal situation and reach your business objectives.
Mark is a Certified Financial Planner and will create a plan for you to protect and increase your wealth now and into the future.Our tailored approach to clients means we won’t be the biggest group in town but we don’t need to be. We spend the time to get to know you and your plans so we can take care of your portfolio with personalised attention that gets results.Evolution Road (Wealth Management) embraces a fee-for-service mentality and high level of personal service for clients. The emphasis is on building and maintaining strong, trusting relationships, with a view to securing the financial future for all generations.
We are committed to understanding your needs and dreams and helping you find the simplest way to get there.
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Director / Adviser / Educator
Mark is a passionate Certified Financial Planner with more than 20 years experience in the financial services industry, having previously assisted individuals, families, retirees, corporate executives, government employees and the high net worth with their respective financial strategies.With a focus on retirement planning, Self Managed Superannuation and portfolio management, Mark adopts an assortment of relevant taxation and superannuation strategies to provide customised outcomes for his clients.
He has previously worked for corporates such as AMP and spent time assisting community branches of Bendigo Bank in Sydney. More recently he managed over $300 million as an adviser with Dixon Advisory and was a Director PDD Advisory Group in Port Macquarie.
In his own time, Mark plays touch football and seeks to enjoy all the Mid-North Coast has to offer with his wife Mariane, children Charlotte and Jackson.
Reece is a Chartered Accountant with several years experience in small business and individual taxation. He boasts a diversified client base of businesses incorporating restaurants, breweries, clothing and retail outlets, real estate agencies and other professional service sectors.
Having studied previously at the University of Newcastle, Reece has since worked as a Senior Accountant with PDD Advisory Group, Fortunity and Purkiss Cullen.
As an owner of Evolution Road, Reece brings a wealth of knowledge and energy to its client base, providing holistic tax management services and customised self-managed superannuation advice.
When Reece isn't in the office, he spends time on the water with his wife Tania and gets the odd walk in with Luna the dog.
Laura is a very important cog in the Evolution Road machine who provides individual taxation advice and cloud-based administration solutions for the firm's business clients.
Working closely with Reece, Laura provides service with a smile and seeks to ensure all client work is completed within the designated time frames.
Having spent the last five years at PDD Advisory Group, Laura brings a fresh perspective to managing client expectations through quality accounting and excellent communication.
Laura enjoys camping with husband Josh and dogs Ruby & Charlie when time allows away from work.
Client Service Manager
Sarah has spent the last several years managing the administration team of a very busy local financial planning business.She has worked closely with stakeholders such as Centrelink, fund managers, brokers and other financial intermediaries to ensure the ongoing administration requirements of our clients are managed promptly and with a minimum of fuss.
Sarah is currently working toward her adviser designation and manages the back-office paraplanning activities for the Advisory Services team.
Sarah is an avid reader when not tearing around after husband Russ and children Nate & Jaxon.
Reception/ Administration Assistant
Libby, as she is affectionately known, always conjures a smile and is the face of the Evolution Road front desk. She is genuinely interested in our clients and they love her for it.
Libby assists both the accounting and financial planning departments with the never ending administration work that comes with the territory. ER would be a little lost without her.
If you are trying to track her down on a weekend, Libby can generally be found tending to her impressive lawn and garden.