Simpler, smarter financial choices for a healthy, wealthy, happy life.

WELCOME TO EVALESCO

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

Check out our latest podcasts on Youtube and Spotify​

Podcast

Now available on Spotify & YouTube

A Message From Us

Dear Trailblazers,

Are you looking for a Financial Adviser 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 Thurecht
CEO

Marshall Brentnall
Director

WITH EVALESCO

Money should expand your choices, not limit them.
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.
Money should set you free, not set boundaries
Retirement is within reach. Get ready before you take the plunge. With careful planning , we’ve helped hundreds of people confidently transition to the lifestyle they want in retirement. Benefit from our experience so you do it right the first time.
Money worries should be a thing of the past
There are so many things you want to do in retirement and managing money probably isn’t one of them. We can take care of that, giving you peace of mind that your hard-earned money will last and is working for you.
You’re no average woman. Help yourself to the security of more.
On average, women retire with 47% less super than men. Often that’s due to the time women spend looking after others. We think it’s time to let someone help you for a change. Talk to our advisers (female or male) today.
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TALK WITH EVALESCO

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

LATEST INSIGHTS AND PODCASTS WITH EVALESCO

Podcast

Lending Frequently Asked Questions with Kristi Teasel

This week our Mortgage Broker, Kristi Teasel, joins Jeff to discuss our most frequently asked questions in the lending space. Kristi talks us through refinancing your loan, using equity to renovate and if you can pay off your mortgage quicker.
Insights

Strategies for Success in the New Financial Year

Ready to conquer the new financial year? Kickstart your success with Jeff’s savvy tips. We'll dive into some practical strategies to streamline your finances and ensure a prosperous year ahead. Watch our latest video for expert tips on setting yourself up for financial success.
Insights

Crafting Life Insurance Solutions for Every Stage of Life

Navigate life's journey confidently with tailored life insurance solutions! From early adulthood adventures to family milestones and transitional years, ensure your loved ones are safeguarded at every stage. Learn more about crafting the perfect coverage for your evolving needs.
Podcast

Welcome To The Healthy Wealthy and Happy Podcast

Evalesco Financial Services is a multi-award winning financial planning firm based in Sydney. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy, and happy. Listen to our team talk about all things from market movements and economic insights, to Investing and planning to live well.
News

2024-25 Federal Budget Analysis

Discover the highlights of the Albanese Government's latest Federal Budget, navigating through key initiatives from small business support to aged care enhancements. Dive into what Treasurer Jim Chalmers unveiled and explore how it might shape your financial landscape in the coming fiscal year.
Market

Quarterly Investment Portfolio Update Q1 2024

Our latest quarterly investment update covers fund commentary, performance insights, an economic overview and an ...
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.
Insights

Three strategies for retirement planning

Navigate your retirement options wisely: from easing into it with transition-to-retirement, to weighing the pros ...

FAQ's

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

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

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.

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.

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.

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.

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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