I am a husband and a father of two. I love cooking, taking long drives, going fishing with the family and traveling. I joined Evalesco in May 2018 as their Financial Planning Assistant. I find that Evalesco is like a family away from home. We help and treat our clients like family. What makes it very special for me is when we make a difference in our clients lives. I thoroughly enjoy my role at Evalesco, being a part of a team that improves the health, wealth and happiness of our clients.
What Healthy, Wealthy and Happy means to you?
In my opinion this means living a good life and being the best ‘you’, and spending time with family.
• Bachelor of Information Technology
• Diploma in Culinary Arts and Kitchen Management with Australian Certificate III in Commercial Cookery
Memberships, accreditations and associations
• American Society for Quality (ASQ) – Member Maintained
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.