I see that a large part of my role is to coach people to uncover what they truly desire and map out a plan to maximise the probability of those things being achieved. Most importantly I help them to overcome the blockages or current state of paralysis by analysis in order to take some action to reach their financial objectives. I just can’t help but get excited and want to encourage and motivate others in achieving what’s most important to them. Money has such a huge impact in the quality of life and can either be a great tool to enable people to reach their financial goals or be a massive point of stress when mismanaged preventing any chance of personal success. Great financial advice is so much more than just investing your money, but rather understanding what you want, why you want it, how you are going to get there and recognising that you might need some help along the way.
• FCHFP – Fellow Charted Financial Practitioner designation
• Certificate IV in Mortgage Broking
Memberships, accreditations and associations
• Member of the Association of Financial Advisers (AFA)
• Corporate Representative No. 325313 of Australian Advice Network Pty Ltd
• Sub-Authorised Representative No. 314482 of Evalesco Financial Services
CLIENT SINCE 2019
CLIENT SINCE 2013
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.