Meet the people who are helping our clients to be healthy, wealthy and happy.

OUR TEAM

Life is full of transitions. Some are planned and looked forward to, others are thrust upon us. We’ve helped hundreds of people make thousands of transitions.

Evalesco is a highly-experienced financial advisory business located in Sydney. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy. We help make your financial success much easier. Whether you’re struggling with information overload, finding balance between making financial progress and enjoying your lifestyle now, or if you’re just time poor – we’ve got the strategies, tools and tactics to help.

We’ve helped hundreds of people plan for and transition with confidence to the lifestyle that
they want in retirement. 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.

Jeff Thurecht

CEO

Marshall Brentnall

DIRECTOR & SENIOR FINANCIAL ADVISER

Belinda Marley-Wallace

GENERAL MANAGER

Melody Edwards

SENIOR FINANCIAL ADVISER & AGED CARE SPECIALIST

Mia Trott

SENIOR FINANCIAL ADVISER

Hung Nguyen

SENIOR FINANCIAL ADVISER

Paul Luu

FINANCIAL ADVISER - INSURANCE SPECIALIST

Kristi Teasel

MORTGAGE BROKER

Ashleigh Steeles

FINANCIAL ADVISER

Virginia Schreiber

FINANCIAL ADVISER

Amber Lin

ASSOCIATE ADVISER

Jasmyn Stekovic

ASSOCIATE ADVISER

Jenny Porter

ASSOCIATE

Kate Buhagiar

MARKETING MANAGER

Lisa Faferko

CLIENT SERVICES TEAM LEAD

Lilian Theresa Malig-on

SENIOR FINANCIAL PLANNING ASSISTANT

Ashley Aguirre

SENIOR PARAPLANNER - INSURANCE

Jay Anne Magbato

FINANCIAL PLANNING ASSISTANT

Raphael Vincent Imperial

FINANCIAL PLANNING ASSISTANT

Hazelle Colita

FINANCIAL PLANNING ASSISTANT

Harold Amaba

FINANCIAL PLANNING ASSISTANT

Karyl Velez

FINANCIAL PLANNING ASSISTANT

John Flores

FINANCIAL PLANNING ASSISTANT

Mariah Brennan

OFFICE COORDINATOR

LATEST INSIGHTS AND PODCASTS WITH EVALESCO

Our latest perspectives on the topics that may impact you, helpful tips and news from our team.

Featured

Exciting News: Evalesco and Principal Edge Have Merged!

We’re excited to announce that Evalesco has merged with Principal Edge, combining our strengths to create a more dynamic and robust business. Rest assured, it’s business as usual for you, with our team intact and our commitment to exceptional service unchanged.
Podcast

Life Insurance 101: Your Questions Answered

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.
Market

Quarterly Investment Portfolio Update Q3 2024

Our latest quarterly investment update covers fund commentary, performance insights, and an economic overview from across our investment teams of how each portfolio has performed for the September 2024 quarter
Insights

Protecting your investments: Beware of share theft and identity fraud

As identity theft rises, investors must be vigilant against share theft and fraud. Fraudsters impersonate real investors to steal shares and profits. Regularly monitor accounts, use strong security measures, and secure personal information to protect investments.
Podcast

Special Edition – Her thriving Journey: Unlocking mortgage success for women

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.
Podcast

Who Are Our Clients and How Do We Help Them?

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
Podcast

Cybersecurity

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.
Insights

How Do Aussie Women’s Finances Measure Up?

Many Australian women face financial challenges in retirement, but small steps like reviewing super balances, consolidating accounts, and boosting contributions can make a big difference. Learn how to build confidence and take control of your financial future.

TALK TO EVALESCO

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 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.
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.
In our discovery meeting with you our advisers discuss the initial advice fee and the ongoing fees associated with our services.
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 answering any questions you may have, you will sign the authority to proceed and complete any application forms before we implement our recommendations detailed in the SoA.
One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future
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.
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