Practical tips, insights and articles to help you build a healthy, wealthy and happy life

INSIGHTS WITH EVALESCO

Our latest perspectives on the topics that may impact you, helpful tips and news from our team

Featured

Why equal isn’t always fair

Passing on wealth is not just about numbers on a page. We explore the key considerations for families thinking about the next generation and long-term legacy planning, including how early conversations, clear intentions and the right structures can help reduce misunderstandings and preserve family relationships over time.

Insights

Rethinking Life Insurance: Why it’s an act of love, not a grudge purchase

Learn how reframing life insurance as an act of love and responsibility can help you protect your family and make confident, informed decisions today. 

Insights

Supporting aging parents: A guide for families

A practical guide to navigating aged care conversations, balancing family dynamics, and making confident financial and lifestyle decisions when supporting aging parents.

Insights

Federal Budget 2026: What it means for you

The Federal Budget signals a shift in tax and investment strategy, with changes to property, CGT and lending already influencing real-world financial decisions.

Insights

Navigating Your Personal Economy: Staying Calm Amidst Financial Noise

Learn how to manage your personal economy effectively amidst market volatility. Discover practical tips to stay focused on what truly matters for your finances.

News

An update on superannuation changes for larger balances

You may have seen headlines about the new super tax, Division 296. While the legislation has now passed, only a small number of Australians are affected, and there is time to plan thoughtfully. This article explains what’s changing, who it may apply to, and why super remains a highly effective long‑term wealth structure for most clients.

Insights

More Australians are setting up SMSFs themselves: why, what they’re doing, and where professional guidance can help

SMSFs offer greater control and flexibility, but higher responsibility. Common traps can be costly if missed. This article outlines the benefits trustees value and the key pitfalls to watch as your fund grows.

Insights

Your holiday reset: Mind, money and moments that matter

Discover simple ways to care for your mental health, set meaningful goals for the new year, and truly enjoy the festive season. This holiday reset will help you start 2026 feeling healthy, financially confident, and ready for what’s ahead.