Simpler, smarter financial choices for a healthy, wealthy, happy life.
WELCOME TO EVALESCO
One of Sydney’s most respected and passionate financial advice teams.
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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.
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It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy.
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.”
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 & CIO
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.”
MELODY EDWARDS, SENIOR FINANCIAL ADVISER
This is why we care
“I love being able to truly listen and understand each client’s unique situation and motivations. I work with clients by offering peace of mind, acting as a soundboard for support, and crafting personalised financial plans that allows them to focus on what is most important in their lives and to remain happy and healthy. It’s incredibly rewarding to hear all the amazing things happening in my clients lives and seeing them live with confidence and clarity.”
BLAKE CULLEN, 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.”
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
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FAQ's
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.
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.
