I have been in the financial planning industry since 2016, where my interpersonal, conflict-resolution and analytical skills have helped me in getting to where I am now. Prior to financial planning, I worked in wealth management roles for seven years within one of the big four banks. My role at Evalesco allows me to interact with clients about their financial affairs, ensuring their plan is in place and to help them achieve their goals and secure their financial independence.
What Healthy, Wealthy and Happy means to you?
It means that I am keeping physically and mentally active along with ensuring that I have a good financial plan in place that’s tailored to my life and will allow me to achieve my financial independence.
• Currently studying Graduate Diploma of Financial Planning
• Diploma of Financial Planning
• Bachelor of Commerce
Memberships, accreditations and associations
• Association of Financial Advisers (AFA)
Client since 2013
Client since 2019
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.