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At Evalesco, we pride ourselves on being a boutique financial planning firm, privately owned and led by our leadership team, Jeff Thurecht, Marshall Brentnall and Belinda Marley-Wallace. Our name, “Evalesco,” is rooted in Latin and signifies “to grow strong, to prevail, and to have value”— a philosophy that mirrors the success we aim to cultivate for both our clients and our company.
For over 20 years, we’ve been one of Sydney’s most trusted and passionate financial advice teams, dedicated to empowering individuals and businesses in our community. With a mix of youthful energy, substantial experience, and a genuine enthusiasm for helping people reach their financial goals, we are here to guide you every step of the way.
We believe in making smarter financial decisions that are simpler for everyone. No matter where you are on your life’s financial journey. Whether you’re focused on growing your family, rising in your career, reducing debt, or preparing for retirement — we’re here to support you.
We don’t just deliver advice; we create strategies that give clarity and peace of mind. Our financial advisers specialise in:
Protect what matters most — your family, income, and assets — with coverage tailored to your life and goals
Balance the joy of life’s luxuries with its necessities. We help you budget for holidays, bills, and future expenses with confidence
Secure your legacy by ensuring your wishes are met, while avoiding costly taxation errors
Streamline and optimise your super investments and contributions for a stronger retirement future
Strategies for the lifestyle you’ve always dreamed of. We help manage everything from savings to tax considerations and even Centrelink or aged care advice
Build long-term wealth through strategies tailored to your goals, like saving for education or growing your net worth
Structure your debt to maximise tax efficiency and accelerate repayment. Our disciplined and effective approach helps you become mortgage-free faster
Understand the benefits of an SMSF. Our experts, working with your accountant, ensure your superannuation assets work harder for you
The complexities of aged care funding are intricate, often including a range of personal and sensitive subjects which need to be handled with care.
We provide experienced personalised financial guidance that gives you clarity and empowers your future.
Overall, we don’t just manage your finances; we transform complexity into opportunity. Partner with us, and experience personalised financial guidance that gives you clarity and empowers your future.
Our vision is to empower families with expert financial guidance to build lasting wealth, security, and a legacy for future generations
Our mission is to provide families with simpler, smarter financial choices for a healthy, wealthy, happy life
At Evalesco, our values shape everything we do. They reflect how we work and engage with our clients, team, and community.
Life’s better with a little joy, and we believe in bringing that to work and our relationships. We smile often, stay curious, and even laugh at ourselves because a little positivity goes a long way. We aim to create an environment where everyone feels energised and engaged.
We take responsibility, back our team, and always give our best. We approach every challenge with integrity and a solutions-focused mindset, ensuring we consistently deliver on our promises.
From colleagues to clients, we’re here to help and nurture. We actively seek ways to support, encourage, and share knowledge, creating a positive impact that extends beyond just financial advice.
Authenticity matters—we lead with humility, kindness, and honesty. We embrace open conversations, value different perspectives, and always show up as our true selves, creating a culture of trust and respect.
When you work with Evalesco, you’re not just getting financial advice — you’re gaining a lifelong partner in success. We’re here to help take the uncertainty out of financial planning so you can focus on living your best life while feeling empowered and prepared.
Learn more about us and take the first step toward a secure and confident financial future today.