WELCOME TO EVALESCO

One of Sydney’s most respected
and passionate financial
advice teams.

A Message From Us

Dear Neighbour,

Are you looking for a Financial Advisor near me? Our team at Evalesco is one of Sydney’s most respected and passionate financial advice teams proudly supporting our community for over 20 years. We believe in providing comprehensive and holistic advice to our clients, delivered with transparency and integrity. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy, and happy.

Think about the last time you received financial advice. Did they truly listen to your concerns? Did they provide a financial plan suited to your particular needs? And more importantly, did you feel a genuine connection to someone who has your best interests at heart?

At Evalesco we’re committed to helping you make smarter financial decisions wherever you are on your life’s journey. Whether you’re working hard building a family, building a career, paying down debt, or getting ready to retire, we’re here to help make your success much easier. Our commitment to you is unwavering, and our aim is simple, helping you plot a financial course that aligns with your deepest desires and most profound goals. In a market rife with generic propositions, we stand out because we stand by our promise to you, which is to provide financial advice that is personalised, comprehensive, and unequivocally in your best interest.

We understand that just as every client is different, every financial plan should be different. We don’t provide a cookie-cutter standard approach but rather develop a personal connection to deliver a tailored comprehensive financial plan. We design our financial plans with the philosophy to enable you to remove stress, empower action, provide certainty, and give you time to do whatever it is that makes you healthy and happy.

Beyond fund management and financial advice, we simplify economic complexities, turning disorder into opportunities. Partner with Evalesco to front a financial future where personal attention makes all the difference.

Jeff and Marshall – Directors

It’s our purpose to empower our clients,
through the delivery of great financial advice,
to be healthy, wealthy and happy.

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This is why we care

“ I love helping good people to be healthy, wealthy and happy. Money remains taboo in many peoples lives and is seemingly more likely to cause stress than happiness. That’s frustrating and I know it doesn’t have to be that way. I work with clients to cut through the noise and break through the information overload to get to the crux of what’s really important. This results in a personal financial strategy that removes stress, empowers action, provides certainty and gives back time do what makes you healthy and happy. After all, money should provide you with choices for a healthy and happy life, not limit them. ”

“I love helping good people to be healthy, wealthy and happy. Money remains
taboo in many peoples lives and is seemingly more likely to cause stress than
happiness. That’s frustrating and I know it doesn’t have to be that way. I work
with clients to cut through the noise and break through the information overload
to get to the crux of what’s really important. This results in a personal financial
strategy that removes stress, empowers action, provides certainty and gives back
time do what makes you healthy and happy. After all, money should provide you
with choices for a healthy and happy life, not limit them.”

JEFF THURECHT, CEO

This is why we care

“Planning for, and making the decision to retire is something that our clients only do once, but it is something that we manage daily for those in the Evalesco family. I truly love knowing that the guidance and financial leadership our team brings allows our clients to spend more time with their families and friends, doing the things that they love, whilst we manage and protect the assets and legacies it has taken them a lifetime to build. ”

MARSHALL BRENTNALL, DIRECTOR

This is why we care

“ I’m a puzzle solver at heart, so my passion lies in helping people put together the pieces to form the picture that forms their ideal life. For me, being able to experience all different types of pictures, and help navigate the numerous options and challenges throughout the journey to see clients achieving their goals and living their ideal life is extremely fulfilling. ”

“I’m a puzzle solver at heart, so my passion lies in helping people put together the pieces to form the picture that forms their ideal life. For me, being able to experience all different types of pictures, and help navigate the numerous options and challenges throughout the journey to see clients achieving their goals and living their ideal life is extremely fulfilling.”

MELODY EDWARDS, SENIOR FINANCIAL ADVISER

This is why we care

“I'm truly happy when I am helping people, and am grateful that my role provides the fulfilment that comes with sharing in the success of others. I believe that if I do my job well and help others achieve their goals, then my own success will follow. I also believe that having the support of the right team behind us to navigate through key decisions can relieve the stress of uncertainty and get us back on track to living our best life. I help people to have confidence in their decision making, to live without regret and enjoy the things that matter now, while having the certainty of knowing they’re on the right track to achieving their future goals. ”

"I'm truly happy when I am helping people, and am grateful that my role provides the fulfilment that comes with sharing in the success of others. I believe that if I do my job well and help others achieve their goals, then my own success will follow. I also believe that having the support of the right team behind us to navigate through key decisions can relieve the stress of uncertainty and get us back on track to living our best life. I help people to have confidence in their decision making, to live without regret and enjoy the things that matter now, while having the certainty of knowing they’re on the right track to achieving their future goals.”

MIA TROTT, Senior Financial Adviser

This is why we care

“ Not knowing your options can often lead to complicated and expensive mistakes. This can cause angst, unnecessary stress and additional costs when having to unwind them. Knowing the impact on families and individuals, I want to be able to help you avoid these mistakes – this is why I care. I believe in providing you clear and concise options so you can make an informed decision to help you reach your lifestyle and financial goals. ”

“Not knowing your options can often lead to complicated and expensive mistakes. This can cause angst, unnecessary stress and additional costs when having to unwind them. Knowing the impact on families and individuals, I want to be able to help you avoid these mistakes – this is why I care. I believe in providing you clear and concise options so you can make an informed decision to help you reach your lifestyle and financial goals.”

HUNG NGUYEN, SENIOR FINANCIAL ADVISER

This is why we care

“ I love using my skills and experience to help people not only navigate finances and money, but to use these as tools to achieve and live the life they want. This is success to me, helping my clients make informed choices to remove stress and achieve their goals. ”

“I love using my skills and experience to help people not only navigate finances and money, but to use these as tools to achieve and live the life they want. This is success to me, helping my clients make informed choices to remove stress and achieve their goals.”

ASHLEIGH STEELES, FINANCIAL ADVISER

This is why we care

“Financial planning to me is more than just numbers. I care about the individuals and their stories. Each client is unique, and no financial plan is the same. Seeing the positive changes of a well-prepared plan for our clients and the difference it can make to their lives is very rewarding.”

VIRGINIA SCHREIBER, FINANCIAL ADVISER

LATEST INSIGHTS WITH EVALESCO

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MARKETS

Quarterly Investment Portfolio Update Q1 2024

Our latest quarterly investment update covers fund commentary, performance insights, an economic overview and an update on investment markets, all in an easy 2-minute read. 

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INSIGHTS

Strategies and Updates For The New Financial Year

It’s time to make sure everything is in order for the end of the financial year (EOFY), with the impending increase in contribution caps set to take effect from July 1st 2024.

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Understanding Salary Sacrificing

Explore how salary sacrificing allows individuals to exchange pre-tax income for non-cash benefits or super contributions, offering a strategic approach to minimising tax liability and enhancing retirement savings.

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Three strategies for retirement planning

Navigate your retirement options wisely: from easing into it with transition-to-retirement, to weighing the pros and cons of pensions and lump sum withdrawals, let us guide you through the complexities.

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INSIGHTS

Unlocking wealth: A guide to debt recycling strategies

Discover the transformative power of debt recycling. It involves leveraging strategic investments to expedite the repayment of non-deductible debt & building wealth. This article delves into practical examples, risks and considerations to help you determine if this could be a strategy for you.

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INSIGHTS

Unlocking home care
fund secrets

Delve into the intricacies of aging at home with government-subsidised Home Care Packages, offering a lifeline for independence. From income tests and lengthy assignment processes, this blog unravels the complexities, empowering individuals to maximise benefits and address challenges.

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“Why should I pay for financial advice?”

The fees we charge for financial advice is only a fraction of the value we derive for our clients, meaning our clients are always better off after seeing us. Rarely do we encounter a new client invested appropriately for their needs, with adequate risk protection, structuring and estate planning provisions in place. Even small tweaks to a financial plan over a long period of time can result in drastically better outcomes for our clients which eclipses the fees of the financial advice. Additionally, you can opt-out of an ongoing fee arrangement at any time.

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“What is the process for getting your own personal financial plan?”

After our initial phone call to discuss why you are seeking a financial adviser, we arrange a discovery meeting that outlines what is important to you, your current position, our areas of advice, our approach. We then present a Statement of Advice (SoA) to discuss your goals and our recommendations and go through the steps of how to proceed to the implementation stage. After answering any questions you may have, you will sign the authority to proceed and complete any application forms before we implement our recommendations detailed in the SoA.

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“How do you charge for your services?”

In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.

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“Should I pay more off my mortgage or put more money into super?”

One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future

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“How do I know how much money I will need to retire?”

The amount of super you’ll need when you retire depends on your big costs in retirement and the lifestyle you want. The Associate of Superannuation Funds of Australia (ASFA) estimates for a single $44,224 a year and for couples $62,562 a year is how much you may need. This is only an indicator and our advisers assess everyone’s individual circumstances.

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“How do I know Evalesco is the right fit for me?”

We know the impact of good holistic financial advice can make and we have the life experience, technical capability and quality support team that can make that difference for you. We’ve empowered over 1000 families through the delivery of great financial advice, to be healthy, wealthy and happy.

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“How will I measure the value or success of receiving financial advice?”

We believe the true value of financial advice isn’t found in dollars and cents (although this is important too!) but in the peace of mind a financial plan can provide. It’s knowing where you want to go and how to get there, with a dedicated team behind you every step of the way.

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“What are the benefits of a financial adviser?”

Navigating financial decisions doesn't have to be a solo journey. Think of a financial adviser as your trusted co-pilot, guiding you through the twists and turns of financial planning with expert advice tailored just for you.

With a financial adviser by your side, you can make decisions confidently, ensuring each investment fits perfectly with your life's dreams. Their support is key, empowering you to sail towards a prosperous future while enjoying the present, knowing your finances are in knowledgeable hands.

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“What are the benefits of financial advice?”

Professional financial advice sets you up with personalised strategies to secure your future, boost your investments, and make the most of your wealth potential. It’s all about making your money work smarter, not harder.

Financial advice isn't just about making money, it's also about boosting your financial know-how, feeling confident in market ups and downs, and taking a smart approach to long-term financial well-being.

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“What are the benefits of financial planning?”

Whether you're navigating the highs and lows of today's economy or planning for a future full of possibilities, financial planning is your compass to a secure and prosperous life.

Financial planning empowers you with the knowledge to make informed decisions about your money, ensuring that each dollar serves a purpose towards your ultimate financial goals.

Ultimately financial planning will not only assist you to confidently manage your savings, but it’ll also help you to maximise your income, reduce unnecessary costs, and find that sweet balance between enjoying the present and preparing for the future.

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“What can I expect from a financial adviser?”

A financial adviser is like the lighthouse guiding you through the often-murky waters of investments, savings, and retirement plans.

When engaging with a financial adviser, you can expect not only expert guidance tailored to your unique financial situation but also a partnership built on trust and mutual respect. This professional will illuminate the complex alleyways of tax laws and investment options, helping you identify achievable goals, and develop a robust strategy to reach them.

Friendly in approach yet serious in execution, a financial adviser translates your financial aspirations into actionable plans, ensuring that each monetary decision aligns with your long-term vision.

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“Is it worth consulting a financial adviser?”

Navigating the world of finances can sometimes feel like wandering through a maze, where one wrong turn could throw you off track. That's where having a financial adviser on board comes in handy.

With their wealth of knowledge, financial advisers can shed light on your financial landscape, providing advice tailored to your unique goals. They're not just experts, they're like your trustworthy friends in the financial world, skilled at turning complicated market talk into practical tips.

Whether you're thinking about retirement, considering investments, or just aiming to boost your financial well-being, a chat with a financial adviser could make a real difference.

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“When is the right time to consult a financial adviser?”

Whether you're evaluating investment opportunities, planning for retirement, or simply aiming to improve your financial health, a financial adviser can serve as the guiding light you’ve been searching for.

If you find yourself unsure about making important financial decisions, or if you're about to make significant life changes, like; starting a family, changing your career, or buying a home, it's likely the perfect time to consult a professional. With expertise tailored to your unique financial story, an adviser can offer guidance that is not just sound but customised to your life's ambitions.

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“Do I need a Sydney financial adviser?”

In this dynamic economy, a Sydney-based professional adviser not only gets the local fiscal landscape but can give you advice that really hits home with your personal and business goals.

Whether you're navigating the complexities of property investments, aiming for a comfortable retirement, or planning strategic business growth, a Sydney financial adviser offers more than just guidance. They provide an important local partnership that considers local nuances, values your vision, and strives to turn it into a reality.

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“Do I need to prepare for a meeting with a financial adviser?”

When meeting with a financial adviser, think of it as a step toward taking charge of your financial journey.

To make the most of this meeting, a bit of prep work can make a big difference. Gather your thoughts on your finances, note down any burning questions, and sketch out your dreams.

Your effort will turn this upcoming talk into a helpful and enlightening chat, leading you towards financial clarity and confidence. Together, with a little prep, you and your adviser can chart a course for your monetary success that's as rewarding as it is robust.

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“What to know before meeting with a financial adviser?”

Meeting with a financial adviser is a big step towards financial wellness, a chance to navigate through investments, savings, and retirement planning. Before you meet them, make sure you have the right questions and a clear idea of your financial goals. Whether it's securing a comfy retirement, saving for a big purchase, or optimising investments, knowing your current financial situation is key.

Go into the meeting openly, ready to chat about not just money, but also your life's dreams. A good adviser won't just handle your money, they'll guide you to your desired future with advice personalised to your unique situation, all in a warm and friendly conversation.

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“Are financial advice fees tax deductible?”

Generally speaking, when it comes to your tax return, fees paid for investment advice can often be claimed as a deduction, especially if they relate to earning income from investments. This is a great incentive for individuals to proactively manage their wealth and also receive tangible relief come tax season.

While everyone's situation is as unique as their financial goals, it's always prudent to consult with a tax professional to ensure you're getting the most out of your potential deductions.

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“What services do your financial advisers provide?”

At Evalesco, our team of experienced financial advisers is here to help you navigate towards financial success in a way that's personal and profitable for you. We know it's not just about the numbers, it's about nurturing your dreams and customising strategies to fit your unique story. We provide the following services:
● Building Wealth ●Personalised Investment Advice ●Superannuation Strategy ●Finance and Lending, ●Tax planning, and ●Wealth Protection

At Evalesco, we're not just advisers, we're your financial allies, armed with knowledge and compassion to support your financial well-being.

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“Do you offer a free consultation?”

Absolutely, we welcome the opportunity to offer you a no-cost consultation. It's the ideal starting point to explore why you're considering financial advisory services.

During this initial chat, we’ll not only focus on your motivations but also schedule a comprehensive discovery meeting. This is where we really start to understand what's important to you, gauge your current financial landscape, and explain the scope of our advice and our approach.

Following the discovery session, we craft a tailored Statement of Advice (SoA). Think of the SoA as a personalised roadmap outlining your financial goals and the strategies, we recommend to help you reach them. We will walk you through each step of the process, ensuring you feel fully informed and confident in how we can proceed to the implementation stage together.

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“What questions do I need to ask a financial adviser?”

When you're chatting with a financial expert, feel free to ask about any financial worries or future plans. A good adviser expects and appreciates your questions, as they help steer you towards success.

You can start by asking about their experience, then dive into their investment strategies, and don't forget to talk about fees. As one size doesn’t fit all, ask how they tailor financial plans, and how will they adapt as your life changes.

Before you leave, make sure you're clear on communication and how often you'll review goals together. This chat sets the stage for financial clarity and security, approach it confidently and ask away.

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