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

Kristi Teasel

MORTGAGE BROKER

Ashleigh Steeles

FINANCIAL ADVISER

Virginia Schreiber

FINANCIAL ADVISER

Amber Lin

ASSOCIATE ADVISER

Jasmyn Faux

ASSOCIATE ADVISER

Jenny Porter

ASSOCIATE

Kate Buhagiar

MARKETING MANAGER

Roisin Loughrey

CLIENT AND INTERNAL RELATIONS MANAGER

Lilian Theresa Malig-on

SENIOR FINANCIAL PLANNING ASSISTANT

Elloise Abejuela

SENIOR FINANCIAL PLANNING ASSISTANT

Ashley Aguirre

SENIOR PARAPLANNER - INSURANCE

Flor Giango

SENIOR MORTGAGE BROKER ASSISTANT

James Alia

FINANCIAL PLANNING ASSISTANT - INSURANCE

Hanna Salva

FINANCIAL PLANNING ASSISTANT

Jay Anne Magbato

FINANCIAL PLANNING ASSISTANT

Raphael Vincent Imperial

FINANCIAL PLANNING ASSISTANT

LATEST INSIGHTS AND PODCASTS WITH EVALESCO

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

Insights

Strategies for Success in the New Financial Year

Ready to conquer the new financial year? Kickstart your success with Jeff’s savvy tips. We'll dive into some practical strategies to streamline your finances and ensure a prosperous year ahead. Watch our latest video for expert tips on setting yourself up for financial success.
Insights

Crafting Life Insurance Solutions for Every Stage of Life

Navigate life's journey confidently with tailored life insurance solutions! From early adulthood adventures to family milestones and transitional years, ensure your loved ones are safeguarded at every stage. Learn more about crafting the perfect coverage for your evolving needs.
Podcast

Welcome To The Healthy Wealthy and Happy Podcast

Evalesco Financial Services is a multi-award winning financial planning firm based in Sydney. It’s our purpose to empower our clients, through the delivery of great financial advice, to be healthy, wealthy, and happy. Listen to our team talk about all things from market movements and economic insights, to Investing and planning to live well.
News

2024-25 Federal Budget Analysis

Discover the highlights of the Albanese Government's latest Federal Budget, navigating through key initiatives from small business support to aged care enhancements. Dive into what Treasurer Jim Chalmers unveiled and explore how it might shape your financial landscape in the coming fiscal year.
Market

Quarterly Investment Portfolio Update Q1 2024

Our latest quarterly investment update covers fund commentary, performance insights, an economic overview and an ...
Insights

Strategies and Updates For The New Financial Year

It’s time to make sure everything is in order for the end of the financial year (EOFY), with the impending increase in contribution caps set to take effect from July 1st 2024.
Insights

Three strategies for retirement planning

Navigate your retirement options wisely: from easing into it with transition-to-retirement, to weighing the pros ...
Insights

Unlocking wealth: A guide to debt recycling strategies

Discover the transformative power of debt recycling. It involves leveraging strategic investments to expedite the ...

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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