Simpler, smarter financial choices for a healthy, wealthy, happy life.
WELCOME TO EVALESCO
One of Sydney’s most respected
and passionate financial
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.
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.
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.
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.
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 WITH EVALESCO
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 signing the SoA, we discuss your questions, get you to sign the authority to proceed and complete any application forms before implementing the 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.
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.
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.
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.