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.
• Bachelor of Commerce
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.