The Healthy Wealthy and Happy Podcast

Jeff is joined by Insurance Specialist, Paul as they dive into the essentials of life insurance, addressing some of the most common questions asked by our financial advice clients.

Our General Manager, Belinda is joined by Kristi, Evalesco’s resident mortgage broker, to explore the unique challenges and opportunities for women in today’s mortgage market.

Jeff and Marshall discuss the different demographics of people we work with and how we help at different stages of their lives, and talk through the types of advice that are needed during accumulation, pre-retirement and retirement

In this episode, Jeff is joined by Head of Compliance and Operations, Belinda Marley-Wallace to discuss Cybersecurity at Evalesco. Belinda and Jeff talk through how cybersecurity has changed in recent years and what we do to safe guard our clients.

In this special edition episode, host Belinda speaks with six female advisers from Evalesco: Ash, Mel, Virginia, Jasmyn, Amber, and Jenny. They explore why it's crucial for women to seek financial advice, addressing challenges like the gender pay gap, lower retirement savings, and the financial impact of life transitions like divorce and motherhood.

Senior Financial Adviser Hung Nguyen is back in the hot seat again, this time to discuss all things Self Managed Super Funds. Hung and Jeff talk through the pros and cons of having an SMSF and what needs to be considered.

Melody shares her knowledge of the Aged Care process including where you should start if you have a loved one requiring care, the complexities of the process and how important it is to touch base with an expert to guide you through the process.

Our Associate Jenny Porter talks through the start of the financial advice process and the important documents you will come across as a client. They discuss our Risk Profile and Client Data Form and how they help our clients and advisers in the financial planning process.