All you need to know about Jacob
PERSONAL FINANCIAL CONCIERGE
Jacob Cai

I grew up in a town called Shepparton in Victoria. I spent my whole life there with my parents who owned their own business before moving to Sydney in 2017 to begin university. I began my tertiary education at Macquarie University before transferring to UNSW to complete my Undergraduate degree. I joined Evalesco in September 2019 as a Personal Financial Concierge, assisting clients with any administrative and client services enquiries. I enjoy being able to communicate with clients and build relationships with them whether through the implementation of their financial plan or assisting with any queries. It is rewarding, knowing you can help make clients lives a little easier.

What Healthy, Wealthy and Happy means to you?

Happiness is something that everyone wants although we may think that we can achieve this through wealth, we may overlook our health in our journey as it requires more than just money to be happy.

Qualifications

•    Bachelor of Commerce

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“The support staff are excellent and give us a good feeling that everything is being well attended to. Special thanks to Jacob who handles the tedious chase up and paper work with a perfect level of authority and humility and is very good to deal with "

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"Jeff, Mia and Jacob follow through in a timely manner. There is no pressure, which is my preferred style. The directions given are complete and easy to follow "
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"I feel that I can be completely honest in talking about my financial needs "
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TALK TO EVALESCO

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“What is the process for getting our own personal financial plan?”

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.

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“How do you charge for your services?”

In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.

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“How do I know how much money I will need to retire?”

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.

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“How do I know Evalesco is the right fit for me?”

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.

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“Why should I pay for financial advice?”

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.

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“How will I measure the value or success of receiving financial advice?”

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.

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Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800

Evalesco Financial Services Pty Ltd is a Corporate Authorised Representative (325313) of Australian Advice Network Pty Ltd.

ABN: 13 602 917 297 AFSL: 472901