Teaming up with the primary adviser to get to know our clients and gain a clear understanding of their needs and goals and working together with our clients to develop a comprehensive plan to work towards reaching their goals and put them in a better financial situation. An essential part of my role is building and maintaining relationships with our clients and providing them ongoing support and guidance as needed as well as making sure that they remain on track with their goals. I also collaborate with other team members to ensure that our clients receive the best possible service and outcome.
What Healthy, Wealthy and Happy means to you?
To me, health and happiness are equally important in order to have a fulfilling life. Being healthy is the most important aspect of my life to take care of first as it would impact on all other aspects of my life. Without my health, I would not be able do a lot of the things in life that make me happy or wealthy. Being healthy is not only about being physically healthy, but also mentally healthy to do all the things that I love and to help others. Being wealthy is about having financial stability and the freedom to do everything I want to do as well as the ability to be in a financial position to help my family and friends.
What are the values that drive you?
The values that drive me are my desire to make a positive impact on our clients’ lives, enriching their financial literacy and help them achieve their financial goals. Financial literacy is not a skill that people are born with, it is definitely something that I’ve had to learn when I decided to take control of my life and finances. In my teenage years and most of my 20’s, I was that person that lived in the moment and spent almost every dollar that I earned. In my late 20s, I had an epiphany, I decided I wanted something for myself and financial freedom. I hunkered down and began my financial security/freedom journey, a journey I’m still on. It took a lot of discipline and sacrifices for a couple of years and the biggest lesson I learnt from my journey thus far is ‘Balance’ and ‘Discipline’. Luckily for me, I’ve been fortunate enough to have been working in the financial services industry since graduating from University, so I have been able to apply a lot of the knowledge I’ve gained from working and guidance from my mentors who are experienced in this field. Not everyone is that blessed to have access to this or have the time to manage that part of their life. I want to use my knowledge and experience to help people get better financial literacy and how to effectively use this to achieve their financial goals.
- Bachelor of Economic (Banking and Finance)
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- Diploma of Business Studies
- FASEA Accredited
Memberships, accreditations and associations
- Financial Advice Association of Australia (FAAA)
- Corporate Representative No. 325313 of Australian Advice Network
TALK TO EVALESCO
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 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.
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.