As an adviser specializing in risk and estate planning advice it is my role to give my clients peace of mind. I do this through encouraging and educating about the need to provide for future contingencies and the benefits of estate planning and life insurance as the foundation of all wealth accumulation planning. I want my client’s to live life, have fun and enjoy the ride while working towards theirs dreams and to feel financially secure knowing that should the worst happen they are able to focus on their recovery or that they have provided a fully funded estate for their family and loved ones.
What Healthy, Wealthy and Happy means to you?
Being Healthy, Wealthy and Happy is important to me and means I am finding the right work life balance. There have been times in my life where this has been skewed overwhelmingly towards work and other areas of my life suffered. I am happiest when I am enjoying time with my wife. I live in Bondi and enjoy being active and making the most of living close to the ocean with early morning run and swims while enjoying incredible sunrises on offer and when I am healthy and injury free enjoy boxing, martial arts and tennis. I feel Wealthy when I have all these things in balance.
- Graduate Diploma Financial Planning – Currently Studying
- Advanced Diploma Financial Planning
- Diploma Financial Planning
- Certificate IV Mortgage Broking
Memberships, accreditations and associations
- The Association of Financial Advisers (AFA)
- Sub-Authorised Representative No. 427009 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.