I see my role as a financial adviser as that of a project manager and financial coach. It starts with helping clients articulate their vision of their future and success, understanding their challenges and complexities and their starting point. From there, we build a comprehensive plan in partnership with our clients including timeframes and progress goals so that we have a clear strategy to ensure the highest chance of their achieving success. As life progresses, I project manage their financial plan by tracking, reviewing and adjusting the plan to adapt to the changes that is life along the way. I love to help people explore and envisage their version of success, being a partner to build a plan and empower them to achieve it. We all have one life to live, why not make it the best life possible? I am inspired by people who seek to make a positive impact on others and who continue to grow and develop.
What Healthy, Wealthy and Happy means to you?
Wellbeing is something that is often skewed and imbalanced without proper attention and focus. Wealth without health or happiness is worthless and they are all interconnected. It is important to look at wealth in the context of all aspects in life. For me, healthy, wealthy & happy means being fit and healthy so I can enjoy life to the fullest with my daughters and husband, fulfilling my passion working with a terrific team to help my wonderful clients and continually growing and learning.
• Bachelor of Liberal Studies
• Masters in Financial Planning
• Certificate IV in Mortgage Broking
Memberships, accreditations and associations
• Member of the Financial Advice Association of Australia (FAAA)
• Corporate Representative No. 325313 of Australian Advice Network
• Sub-Authorised Representative No. 333079 of Evalesco Financial Services
• Credit Representative No. 467955 of Evalesco Financial Services
CLIENT SINCE 2013
CLIENT SINCE 2012
CLIENT SINCE 2013
CLIENT SINCE 2013
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.