Meet the people who are helping our clients to be healthy, wealthy and happy.

OUR TEAM

Life is full of transitions. Some are planned and looked forward to, others are thrust upon us. We’ve helped hundreds of people make thousands of transitions.

Evalesco is a highly-experienced financial advisory business located in Sydney. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy. We help make your financial success much easier. Whether you’re struggling with information overload, finding balance between making financial progress and enjoying your lifestyle now, or if you’re just time poor – we’ve got the strategies, tools and tactics to help.

We’ve helped hundreds of people plan for and transition with confidence to the lifestyle that
they want in retirement. 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.

Jeff Thurecht <h1 >DIRECTOR & FINANCIAL ADVISER</h1>

Jeff Thurecht

DIRECTOR & FINANCIAL ADVISER

Marshall Brentnall <h1 > DIRECTOR & FINANCIAL ADVISER </h1>

Marshall Brentnall

DIRECTOR & FINANCIAL ADVISER

Belinda Marley-Wallace <h1> HEAD OF COMPLIANCE & OPERATIONS</h1>

Belinda Marley-Wallace

HEAD OF COMPLIANCE & OPERATIONS

Melody Edwards <h1> SENIOR FINANCIAL ADVISER & AGED CARE SPECIALIST </h1>

Melody Edwards

SENIOR FINANCIAL ADVISER & AGED CARE SPECIALIST

Mia Trott <h1> SENIOR FINANCIAL ADVISER </h1>

Mia Trott

SENIOR FINANCIAL ADVISER

Hung Nguyen <h1> SENIOR FINANCIAL ADVISER </h1>

Hung Nguyen

SENIOR FINANCIAL ADVISER

Kristi Teasel <h1> MORTGAGE BROKER </h1>

Kristi Teasel

MORTGAGE BROKER

Ashleigh Steeles <h1> FINANCIAL ADVISER </h1>

Ashleigh Steeles

FINANCIAL ADVISER

Virginia Schreiber <h1> FINANCIAL ADVISER </h1>

Virginia Schreiber

FINANCIAL ADVISER

Amber Lin <h1> ASSOCIATE ADVISER </h1>

Amber Lin

ASSOCIATE ADVISER

Jasmyn Faux <h1> ASSOCIATE ADVISER</h1>

Jasmyn Faux

ASSOCIATE ADVISER

Jenny Porter <h1> ASSOCIATE </h1>

Jenny Porter

ASSOCIATE

Kate Buhagiar <h1> MARKETING MANAGER</h1>

Kate Buhagiar

MARKETING MANAGER

Roisin Loughrey <h1> CLIENT AND INTERNAL RELATIONS MANAGER </h1>

Roisin Loughrey

CLIENT AND INTERNAL RELATIONS MANAGER

Marc Bineham <h1> FINANCIAL COACH</h1>

Marc Bineham

FINANCIAL COACH

Che Balbin <h1> SENIOR FINANCIAL PLANNING ASSISTANT </h1>

Che Balbin

SENIOR FINANCIAL PLANNING ASSISTANT

Lilian Malig-on <h1> SENIOR FINANCIAL PLANNING ASSISTANT </h1>

Lilian Malig-on

SENIOR FINANCIAL PLANNING ASSISTANT

Elloise Abejuela <h1> SENIOR FINANCIAL PLANNING ASSISTANT </h1>

Elloise Abejuela

SENIOR FINANCIAL PLANNING ASSISTANT

Ashley Aguirre <h1> SENIOR PARAPLANNER – INSURANCE </h1>

Ashley Aguirre

SENIOR PARAPLANNER – INSURANCE

Flor Giango <h1> SENIOR MORTGAGE BROKER ASSISTANT </h1>

Flor Giango

SENIOR MORTGAGE BROKER ASSISTANT

James Alia <h1> FINANCIAL PLANNING ASSISTANT – INSURANCE </h1>

James Alia

FINANCIAL PLANNING ASSISTANT – INSURANCE

Hanna Salva <h1> FINANCIAL PLANNING ASSISTANT </h1>

Hanna Salva

FINANCIAL PLANNING ASSISTANT

Jay Anne Magbato <h1> FINANCIAL PLANNING ASSISTANT </h1>

Jay Anne Magbato

FINANCIAL PLANNING ASSISTANT

Raphael Vincent Imperial <h1> FINANCIAL PLANNING ASSISTANT </h1>

Raphael Vincent Imperial

FINANCIAL PLANNING ASSISTANT

LATEST INSIGHTS WITH EVALESCO

Our latest perspectives on the topics that may impact you, helpful tips and news from our team.

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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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INSIGHTS

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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INSIGHTS

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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TALK TO EVALESCO

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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 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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“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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“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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“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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“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 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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Award Winning Financial Planners and Advisers As Seen In

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

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

ABN: 13 602 917 297 AFSL: 472901