INSIGHTS WITH EVALESCO

Evalesco visit Melbourne for the annual AAN offsite
by Roisin Loughrey | 29 September 2023

TOPICS DISCUSSED

A session with Kim Payne of 9rok getting clear on our values
A jam packed day with our AAN partners, discussing changes in the industry and new ideas
Our final day was spent reviewing the past year and acknowledging our achievements, recapping on our values

At the start of September, the Evalesco Team flew down to Melbourne for our three-day annual offsite. It was a jam packed few days full of learning opportunities and fun! We kicked off the offsite with a session with Kim Payne of 9rok getting clear on our values. Kim facilitated a fun, interactive session that provided some food for thought around our values as individuals and as a business. 

We spent some time at AIA and Praemium’s offices meeting the teams there. It was great to meet team members that we have been working with for years in both companies! 

Our second day was spent with our AAN partners, Centaur Financial Services, RFS Advice and Guide Financial discussing changes in the industry and new ideas. The team participated in breakout sessions with their peers from each business discussing technology improvements, time savers and how we can best help our clients. Praemium presented some fascinating research into the coming wave of intergenerational wealth transfer and how we may be able to help our clients in that space. The day ended on a high with a keynote talk from Dr Preeya Alexander who talked us through some healthy habits to introduce to our everyday routines to ensure we are giving our body and minds the best chance at a healthy life! 

We can recommend dinner at Cookie in the Melbourne CBD. We spent the evening eating some delicious Thai food and chatting with the other teams with a few drinks, from a very extensive drink list, thrown into the mix. 

Our final day was spent reviewing the past year and acknowledging our achievements, recapping on our values and what we had taken out of the past few days.   

Our annual offsite is an anticipated occasion every year that brings the team together to celebrate what we are doing well and to encourage new ideas and ways of thinking. After a busy few days, we are excited to be back in the office to start putting into action our new ideas and sharing them with you! 

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Roisin Loughrey
CLIENT & INTERNAL RELATIONS MANAGER
roisin@evalesco.focusedgrowth-dev1.com.au | 02 9232 6800

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