My role within Evalesco involves working with the advisers to understand each of our clients’ needs and creating the optimal strategy which best positions our clients to meet those goals. Putting together a comprehensive bespoke financial plan involves a lot of work behind the scenes and it is my job to ensure the process from the initial research strategy through to the implementation of our clients’ plan runs smoothly and the clients receive communication along the way. I want all clients to trust that their personal needs are central to all advice and their needs are being addressed. My job is to ensure all clients can sleep well at night knowing their financial needs are organised. I have four years’ experience working as a paraplanner in the wealth division of two mid-tier Chartered Accounting firms. My experience includes providing holistic advice to a range of client needs and working with other financial professionals to ensure our clients received the optimal outcomes. At heart, I am an investment nerd and I love following the market news to stay on top of the ever-changing conditions.
What Healthy, Wealthy and Happy means to you?
Being healthy, wealthy & happy are essential to living a long and rewarding life on the terms you choose. People find happiness in a range of different areas of their lives, wealth is just the means which allows people the option to pursue what they find meaningful. Balancing health, wealth and happiness requires a mindful effort and sacrifices but helps lead to a meaningful and fulfilling life.
• Bachelor of Economics
• Bachelor of Applied Finance
• Diploma of Financial Planning
• Currently studying a Masters in Financial Planning
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.