Retirees

Your Journey to a Healthy, Wealthy, and Happy Retirement

Evalesco brings Sydney retirees a wealth of experience in retirement planning. Our dedicated team of experts is here to guide you every step of the way, ensuring your retirement is seamless, secure, and tailored to the lifestyle you aspire to live.

Who We Are

At Evalesco, we’re more than just financial advisers, we’re your partners in crafting a future that beams with promise. With over two decades of experience, our mission is clear, to deliver exceptional financial guidance that empowers you to be healthy, wealthy, and happy.

Our experienced team carries not only the professional know-how but also the genuine life experience to understand your unique needs. We’re backed by state-of-the-art strategies and a dedicated support team committed to influencing positive change in your life. We’ve turned hundreds of retirement dreams into reality, and we’re ready to do the same for you.

Services We Provide

At Evalesco, we take pride in offering an extensive array of Financial Services tailored to ensure that your golden years are as prosperous and worry-free as possible. We provide the following range of services:

Superannuation Strategy

Achieve optimal growth and security for your retirement funds with our targeted superannuation strategies. We specialise in developing in-depth superannuation strategies tailored to enhance the growth and safeguard the future of your retirement savings. Our team of experts focuses on creating a robust financial structure designed to maximise your fund’s potential, ensuring you enjoy peace of mind and stability in your retirement.

Retirement Planning

Navigate your retirement path with a customised plan that aligns with your desired lifestyle and goals. Embark on your retirement years with confidence as we help you craft a personalised plan that meticulously aligns with your unique lifestyle preferences and long-term aspirations. Whether you’re looking for tranquillity or adventure, our bespoke retirement planning services are geared toward bringing your vision of the perfect retirement life to fruition.

Aged Care Strategy

Explore compassionate and strategic options to manage aged care for yourself or loved ones, without compromising financial health. When it comes to managing aged care for you or your loved ones, our compassionate approach combines empathy with strategic financial planning. We’re dedicated to presenting a range of aged care options that cater to the needs of your family while ensuring your financial well-being remains untarnished. Entrust us to guide you through securing care that honours your family’s needs.

Estate Planning

Secure your legacy and ensure your wealth is managed and transferred according to your wishes with our comprehensive estate planning services. With our extensive estate planning services, take control of how your assets and wealth are handled and distributed. We prioritise understanding your deepest wishes to forge an estate plan that preserves your legacy and guarantees that your assets are managed and transferred precisely as you envision. Our aim is to give you the assurance that the wealth you’ve accumulated over your lifetime is respected and handled according to your specifications.

Wealth Redistribution

Make informed decisions about sharing your wealth within your lifetime, with strategies that reflect your values and impact. Our wealth redistribution advisory goes beyond mere asset allocation, it’s about reflecting your life’s values and the impact you wish to achieve through your wealth. Craft strategies with our expert guidance to share your prosperity in meaningful ways during your lifetime, knowing that your actions synchronise with the lasting legacy you want to create.

By choosing our services, you’re not just securing your financial future, but also paving the way for a legacy that extends beyond numbers and figures, a narrative composed of your values, ideals, and the mark you wish to leave on the world.

Targeting Your Needs with Precision and Passion

At Evalesco, understanding and prioritising your unique requirements is at the heart of our mission, especially for those trying to make the most out of their retirement. Our dedicated team is committed to delivering not just solutions, but peace of mind. With a client-centric approach, we focus exclusively on aligning with your interests to bolster your financial security and independence.

Allow us to be your trusted partner in crafting a financial strategy that resonates with your lifestyle goals and retirement dreams. We grasp the importance of this profound stage of your life and pledge to guide you with expertise and empathy.

Reach out to Evalesco today and start on your path to a fulfilling and financially sound retirement. Take the first step toward your serene future by connecting with us. Discover the Evalesco difference and how we can shed light on your journey to a serene and secure retirement.