INSIGHTS WITH EVALESCO

Bringing smiles to those less fortunate
by Kate Buhagiar | 2 April 2024

TOPICS DISCUSSED

Evalesco visits Cebu City
Gift-giving to those less fortunate
Providing nourishment and laughter

In a world filled with hustle and bustle, it’s easy to forget about those who are most in need of our care and attention. Our teams recent visit to Sta. Rita’s de Casica Center had a clear goal — to bring joy and support to women and children who have experienced neglect, abuse, and abandonment. The Evalesco team based in Cebu were joined by Jeff, Belinda and Melody during a recent visit and they were determined to make this day special for the women and children, and thus, a gift-giving and feeding program was organised. 

Located in the heart of Cebu City, Sta. Rita’s de Casica Center serves as a safe haven for women and children who have faced unimaginable challenges in their young lives. 

Together our team set out to provide not only nourishment for their bodies but also warmth for their souls. We brought food for them to enjoy, along with school supplies and hygiene kits. But beyond the material gifts, we also shared with them in the gift of companionship and laughter. Through games and activities, we sought to remind the children that amidst life’s challenges, there are moments of joy and camaraderie waiting to be embraced. 

As our visit drew to a close, and with smiles on their faces the children treated us to a dance performance—a touching expression of thanks.  

Our visit to Sta. Rita’s de Casica Center was a testament to the power of kindness and the impact that a small gesture can have on the lives of others. Through our collective efforts, we were able to bring smiles to the faces of these remarkably resilient children and sow seeds of hope for a brighter tomorrow. 

The children’s happiness on the day also bought huge smiles and hearts full of gratitude to our team. The impact of them welcoming us into their lives was as meaningful as anything we were able to provide to them.

As we reflect on this experience, we will continue to try to spread joy, uplift spirits, and make the world a little brighter for those in need.

 

SHARE OUR INSIGHTS

Share on Facebook

Share on Email

Share on Linkedin

NEWSLETTER

Sign up to get the latest insights with our newsletter delivered straight to your inbox

Slide
“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.

Slide
“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.

Slide
“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.

Slide
“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.

Slide
“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.

Slide
“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.

Slide
“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

previous arrow
next arrow

Award Winning Financial Planners and Advisers As Seen In

Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Evalesco Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance. Copyright © 2019 Evalesco Financial Services. All rights reserved

Evalesco Financial Services Pty Ltd is a Corporate Authorised Representative (325313) of Australian Advice Network Pty Ltd.

ABN: 13 602 917 297 AFSL: 472901