Financial Adviser / Financial Planner Sutherland Shire

Navigating the sea of financial advice in the Sutherland Shire can sometimes feel like trying to find your way through a maze without a map. There’s just so much information out there, pulling you in different directions with tons of options and conflicting tips.

This is where tailored financial advice really shines, it’s like having a friendly lighthouse guiding you through the murky waters, making sure your journey to financial stability is smooth and successful.

At Evalesco, we understand that financial clarity often seems like a distant dream amidst the chaos of market noise and endless data. But what if we told you that seeing through the clutter isn’t just possible, it’s our promise to you in the Sutherland Shire.

Our seasoned financial advisers are equipped with the right arsenal of tactics and strategies to guide you towards achieving your aspirations. More than just advisers, we’re your strategic partners, we take the time to understand your unique situation and meticulously design a customised strategy tailored solely to your financial needs.

Who We Are

Based in the bustling centre of Sydney, Evalesco stands out as a seasoned provider of financial planning services. We’re dedicated to empowering individuals on their path to achieving financial independence and wellness. With our holistic and strategic financial insights, we clear the route towards a thriving, fulfilling life for our clients.

Our firm boasts a history of guiding numerous clients towards a secure future many of whom reside in the Sutherland Shire. With us as your trusted guide, you can benefit from our comprehensive approach, which merges extensive life experience, unparalleled technical knowledge, and a dedicated support staff committed to your financial prosperity.

What We Do

Evalesco is not just another financial services agency. We’re your compass, guiding you through the fog of uncertainty, equipping you with the tools to build your financial fortress, and ensuring that you’re set for the long voyage ahead in the Sutherland Shire.

Creating wealth isn’t simply about making money, it’s about managing it wisely. At Evalesco, our team of seasoned advisers will develop a personalised wealth-building strategy tailored to your goals and risk appetite. We understand the value of your hard-earned dollars and work diligently to ensure growth, balanced against the inevitable market fluctuations.

Our approach is proactive and long-term focused. We believe that every dollar can work smartly to grow your financial health, and we have the strategies to make it happen. By blending investment prowess with innovative finance management, we set you on the path to financial independence in the Sutherland Shire.

For the average woman, retirement often ends with a super balance significantly less than that of men. Evalesco challenges this status quo with a personalised approach to investment advice, recognising that each woman has a unique financial background and a distinct set of objectives.

We believe that it’s time to bridge the gap. Our female and male advisers are committed to your financial well-being and are equipped to guide you through the nuances of wealth management. Whether you’re a young professional, a new parent, an executive leader, or navigating the complexities of single life, we will craft a plan that resonates with your financial aspirations.

Superannuation is more than another financial term to throw around, it’s a critical component of your long-term financial health. But understanding super and optimising its potential can be complex and time-consuming. That’s where Evalesco steps in.

Our superannuation strategies are designed to simplify the complexities that often muddy the waters for investors. We help with everything from selecting the right fund to optimising your investment mix, and beyond. With our support, you can ensure your nest egg is robust and ready for when the time comes to enjoy the fruits of your labour in retirement in the Sutherland Shire.

Acquiring finance, whether for personal prospects or business endeavours, can be a labyrinth of options and pitfalls. Evalesco’s experienced advisers are well-versed in the intricacies of lending and can help you find the most suitable financing solution with ease.

We provide sound and impartial advice for individuals and business owners alike, ensuring that the process of acquiring finance for investment, property, development, or equipment finance is as uncomplicated as possible. Our goal is to make the application process smooth, transparent, and favourable to your financial position, whatever your end goal may be.

Taxes are one of the few certainties in life, and Evalesco wants to ensure you’re not paying more than necessary. Our comprehensive understanding of tax and accounting issues means our financial planning approach is firmly rooted in tax efficiency. We prioritise tax planning as part of your holistic financial strategy, catering to individuals and businesses keen on minimising their tax liabilities.

From income tax and GST advice to structuring your affairs for the most favourable tax treatment, our team will work with you to provide peace of mind that your financial decisions lead to optimal tax outcomes, letting you retain more of your hard-earned money.

No financial plan is complete without protecting what you’ve built. Insurance forms the bedrock of a secure financial strategy, and Evalesco is here to help you evaluate the risks and recommend tailored insurance solutions for you and your family.

Whether it’s life, income protection, or trauma insurance, our advisers will guide you through the process, ensuring that you’re prepared for life’s uncertainties. We understand that adequate protection is just as important as accumulation and growth, it’s what stands between you and potential financial ruin.

Tailored Financial Plans Customised for Your Unique Needs in the Sutherland Shire

At Evalesco, we understand that no two clients are the same, each has distinct circumstances and aspirations. Our personalised and comprehensive financial planning strategy ensures that we craft a financial plan perfectly suited to your specific requirements.

When you’re ready to explore financial advice tailored to your life, connect with us for a complimentary introductory call. We’ll discuss your reasons for seeking financial guidance and set up a detailed discovery meeting. This session is crucial in establishing what matters to you, assessing your current financial standing, and laying out our areas of expertise along with Evalesco’s client-centric approach.

Following our initial interactions, we meticulously prepare a Statement of Advice (SoA).

This document is central to our consultation, as it outlines your objectives and our professional advice. We’ll thoroughly review the suggested course of action and explain how we can move forward with the implementation phase.

Once you agree to the proposed plan by signing the SoA, we’ll address any questions you might have, obtain your authorisation to advance, and proceed with the necessary paperwork to enact the recommendations within the SoA.

TALK TO EVALESCO

“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.
“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.
“Should I pay more off my mortgage or put more money into super?”
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
“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.
“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.
“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.
“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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Contact Us

Begin your journey towards a secure financial future today with Evalesco, your partners in weaving a financial plan as unique as you are.
Navigating the world of financial advice can feel like wandering through a maze with no clear path. With so much information out there, making choices gets tricky. That’s where personalised financial guidance steps in, like a guiding light in the sea of options, it can provide a clear path to a prosperous financial future.

At Evalesco, we understand the complexity of financial planning and the importance of clear direction. Amidst the clutter of financial advice, we stand as your dedicated navigators, bringing years of expertise and a proven track record of success in the Sutherland Shire.

Our approach is far from one-size-fits-all; we take pride in devising customised strategies meticulously tailored to align with your unique goals and aspirations. With a blend of savvy tactics and forward-thinking strategies, we’re not just advisers, we’re your partners in financial growth.
We’re committed to empowering you to make informed decisions with confidence and clarity, carving a path toward your financial milestones with precision and purpose.

For any of your Financial Adviser / Planning needs in the Sutherland Shire, why not contact us today?