We are thrilled to announce that Evalesco Financial Services has officially merged with Principal Edge Financial Services, combining our strengths to create a more robust, dynamic, and forward-thinking business. This strategic merger brings together two teams committed to helping clients, like you, live a healthy, wealthy, and happy life.
What does this mean for you?
Nothing changes for you as our valued Evalesco clients. It’s business as usual, with the same high level of service and personal commitment you’ve come to expect from us. We are excited about the opportunities this merger brings, and we’re even better positioned to help you achieve your financial goals.
Your advisers will remain the same, and we continue to be focused on providing you with tailored, transparent advice to guide you through life’s financial decisions. You can expect even greater resources, enhanced capabilities, and more opportunities for growth in the future.
Our Leadership
Evalesco’s CEO, Jeff Thurecht, will lead the combined entity. Bruce Kluk, Founder of Principal Edge, will remain on as a director and financial adviser, along with shareholder and senior adviser Dwayne Fernandes, focusing on long-term growth strategies for the business. The new senior leadership team includes Jeff, Marshall and Belinda from Evalesco, all working together to create an even stronger advice offering.
Building for the Future
As part of the merger, we’re committed to continuing to offer you the best financial advice, as we build a brighter future for all our clients. Together, Evalesco and Principal Edge bring decades of expertise and a shared vision of providing exceptional service, innovative solutions, and a commitment to your financial success.
We’re proud to say that this merger will also create new opportunities for our talented team, ensuring they have meaningful career paths within our organisation, while reinforcing our focus on diversity and inclusion.
We are grateful for your continued trust and support, and we look forward to this exciting new chapter with you!
Thank you for being a valued part of the Evalesco family!
