All you need to know about Kate
MARKETING MANAGER
Kate Ferraro

Drawing on over a decade of media and marketing experience from some of Australia’s most recognisable media giants, I bring a diverse and well-honed set of skills to the Evalesco team as the Marketing Manager. I have achieved some exciting milestones early in life, having performed at the Sydney Olympic Games in 2000 at the age of 12 and having bought my first property at the age of 23. I’ve always been a very active person and even during my holidays this is no exception. I have hiked the Hollywood sign in LA, walked the steps of the Teotihuacan pyramid in Mexico City and explored the Acropolis ruins in Athens. I love exploring the world and have been so lucky to have travelled to over 19 countries creating some amazing memories and making many friends all around the world. I joined Evalesco in 2019 as I stepped into my first marketing role within a Financial Services team. For me it is all about working with a team who enjoy helping their clients make the most of their future as I create marketing strategies that enforce our mantra of being healthy, wealthy and happy.

What Healthy, Wealthy and Happy means to you?

I think it’s all about living the best life you can. Having friends and family around to make beautiful and lasting memories.

Qualifications

•    Bachelor of Arts in Media & Communications

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“Enjoy the webinars recently introduced, particularly the ease of access after the live show ”
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“I receive a good amount of what is happening around the globe online. ”
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“Your branding and commitment to ongoing learning is so impressive! ”
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“Always available to answer questions of ours - great newsletters sent out to us. ”
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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