I work with advisers to ensure that clients are remaining on track and achieving their goals. My role involves implementing plans and working with team members to ensure that the advice is implemented efficiently and in a timely manner. I strive to help clients to be placed in a better position both financially and mentally while also simplifying the complex situations through communication.
Over the years I have seen the impact that a financial plan can have on a client to help them achieve their goals and become financially free.
What Healthy, Wealthy and Happy means to you?
This means having a holistic approach to life by being mentally and physically healthy as well as being financially secure. This includes having an active lifestyle such as going to the gym and also having a good support network. Being financially secure means that you are aware of your cashflow expenditure and know your limits and capabilities. Being happy means being content with life and enjoying every moment.
What are the values that drive you?
I value financial security so I strive to have a positive impact on clients lives and help them to achieve their goals without having to sacrifice too much. Through my experience in finance, I have learnt that it is important to have a balance between saving and also enjoying and experiencing life such as going on holidays. I believe it is important to simplify your goals and break them down to look to achieve little milestones along the way and to celebrate the wins.
- Bachelor of Business & Commerce (Property)
- Graduate Degree in Financial Planning
- Currently completing a Masters of Financial Planning
- Currently completing my professional year (2023)
Memberships, accreditations and associations
- Corporate Representative No. 325313 of Australian Advice Network
- Sub-Authorised Representative No. 1299427 of Evalesco Financial Services
TALK TO EVALESCO
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.
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.
One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future
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.
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.