The Healthy Wealthy and Happy Podcast

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.

There are many factors to consider when investing and having an adviser can make the process much easier. Marshall talks about a situation with a client where having financial advice helped them to avoid making some big mistakes when it comes to investing. 

Jeff and Virginia discuss the importance of retirement planning and present a case study of a plan they have put together recently for a couple approaching retirement.

Financial Adviser Ashleigh discusses what you need to know about budgeting and cashflow. She talks us through where to start with budgeting, what you can do with a budget surplus and how much should be saved or spent.