My role is to look after financial planning clients and corporate super clients. With our financial planning clients, I implement strategies for the advisers, keep clients up to date with their funds and any compliance requirements and I’m here to help with any questions they have. With our corporate clients I support the employers we work with to manage their default superannuation funds and provide legislative and educational updates as well as supporting them with any day to day queries. My main priority is to ensure all our clients are happy with our service whether that be helping them fill out a form or just have a chat! After university I completed a graduate program with one of the big four banks in Ireland. As part of my role, I continued my studies further and qualified as an Applied Product Advisor in Life Insurance. I have been working in the finance industry for the last six years beginning on the product side, then moving to a training and education role and more recently into financial planning. This experience has taught me that its important to get to know your clients and build strong relationships.
What Healthy, Wealthy and Happy means to you?
Healthy, Wealthy and Happy for me is being surrounded by good people and having the financial security to live a life that I love.
• Bachelor of Communication
Memberships, accreditations and associations
• Association of Financial Advisers Support Membership
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.