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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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WITH EVALESCO

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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.

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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.

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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.

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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.

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Jeff home page
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. ”

“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, DIRECTOR & PERSONAL FINANCIAL ADVISER

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. ”

“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 & PERSONAL FINANCIAL ADVISER

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. ”

“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, PERSONAL FINANCIAL ADVISER

This is why we care

“I'm truly happy when I am helping people, and am grateful that my role provides the fulfilment that comes with sharing in the success of others. I believe that if I do my job well and help others achieve their goals, then my own success will follow. I also believe that having the support of the right team behind us to navigate through key decisions can relieve the stress of uncertainty and get us back on track to living our best life. I help people to have confidence in their decision making, to live without regret and enjoy the things that matter now, while having the certainty of knowing they’re on the right track to achieving their future goals. ”

"I'm truly happy when I am helping people, and am grateful that my role provides the fulfilment that comes with sharing in the success of others. I believe that if I do my job well and help others achieve their goals, then my own success will follow. I also believe that having the support of the right team behind us to navigate through key decisions can relieve the stress of uncertainty and get us back on track to living our best life. I help people to have confidence in their decision making, to live without regret and enjoy the things that matter now, while having the certainty of knowing they’re on the right track to achieving their future goals.”

MIA TROTT, Personal Financial Adviser

This is why we care

“ Not knowing your options can often lead to complicated and expensive mistakes. This can cause angst, unnecessary stress and additional costs when having to unwind them. Knowing the impact on families and individuals, I want to be able to help you avoid these mistakes – this is why I care. I believe in providing you clear and concise options so you can make an informed decision to help you reach your lifestyle and financial goals. ”

“Not knowing your options can often lead to complicated and expensive mistakes. This can cause angst, unnecessary stress and additional costs when having to unwind them. Knowing the impact on families and individuals, I want to be able to help you avoid these mistakes – this is why I care. I believe in providing you clear and concise options so you can make an informed decision to help you reach your lifestyle and financial goals.”

HUNG NGUYEN, PERSONAL FINANCIAL ADVISER

This is why we care

“ Every wealth accumulation plan takes time to achieve. However, if a person dies or becomes disabled during this the accumulation phase, it is highly unlikely this will be achieved. On the occasions that I have had to deal with a death claim or disability claim I knew that I made a financial difference in the lives of the people or businesses that were the recipients of those payments. Seeing that those payments provided dignity, financial stability and independence to the recipients of those payments has given me an unshakeable belief that life insurance is the foundation of any wealth accumulation plan and this is why I am passionate about what I do. ”

“Every wealth accumulation plan takes time to achieve. However, if a person dies or becomes disabled during this accumulation phase, it is highly unlikely this will be achieved. On the occasions that I have had to deal with a death or disability claim I knew that I made a financial difference in the lives of the people or businesses that were the recipients of those payments. Seeing that those payments provided dignity, financial stability and independence to those people has given me an unshakeable belief that life insurance is the foundation of any wealth accumulation plan and this is why I am passionate about what I do.”

DOMINIC DE MINAUR, Insurance Specialist Adviser

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LATEST INSIGHTS WITH EVALESCO

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INSIGHTS

How to invest responsibly and ethically

Along with decluttering your spending plan, this time of year is an opportunity to revisit your investment strategy and how it aligns with your goals. If you’d like your money to make a difference to the world as well as your future, responsible investing may be for you

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INSIGHTS

Aged Care - are you prepared?

Aged care is now a vital concern, with conversations spanning generations as people grapple with planning for their own or their parents' aged care needs. We share how Australians are feeling the pressure as costs surge and complexities multiply and how our specialist Melody can assist.

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MARKET

Quarterly Investment Portfolio Update Q3 2023

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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NEWS

Fun and learning in Cebu

And that’s a wrap on another unforgettable trip to the Philippines! Belinda and Jeff headed home with full hearts and so grateful for our incredible team there & the friendships and memories we have made with them.

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NEWS

Evalesco annual AAN offsite

At the start of September, the Evalesco team flew down to Melbourne for our three-day annual offsite. It was a jam packed few days full of learning opportunities and fun!

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INSIGHTS

Trusts and the new super tax rules 

Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super in place, many people with large balances are considering alternative vehicles to save for retirement

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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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“What is the process for getting our 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 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.

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

Financial Services Guide | General Advice Disclaimer | Privacy Policy | Complaints Procedure | Credit Disclosure 

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

ABN: 13 602 917 297 AFSL: 472901