In my role as Head of Operations and Compliance at Evalesco Financial Services, I am motivated by ensuring that Evalesco’s clients and team are empowered to be healthy, wealthy and happy. This is done by driving the implementation of efficient processes and systems across the business. As well as driving the team to continue to grow and develop through formal and informal education and training. Being a part of the Evalesco team, means that in everything we do, we are always striving to assist our clients in achieving their personal and financial goals.
What Healthy, Wealthy and Happy means to you?
Healthy, Wealthy and Happy all go hand in hand. Being healthy is about not only having a healthy body, it also includes living a healthy life, but most importantly having a healthy mind. This may include healthy eating, living an active lifestyle but also making time for your mental health and ensuring it isn’t neglected. Being Wealthy involves building wealth to live day-to-day to enjoy life and experiences with those you love. Being Happy is being able to enjoy life with loved ones to enable you to build a bright healthy future to enjoy the wealth you have built.
• Bachelor of Business
• Diploma of Financial Services
• Certificate IV in Finance & Mortgage Broking
Memberships, accreditations and associations
• Sub-Authorised Representative No. 335164 of Evalesco Financial Services
TALK TO 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.