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 & SENIOR FINANCIAL ADVISER

Marshall Brentnall

CHIEF INVESTMENT OFFICER & SENIOR FINANCIAL ADVISER

Belinda Marley-Wallace

GENERAL MANAGER

Melody Edwards

SENIOR FINANCIAL ADVISER & AGED CARE SPECIALIST

Blake Cullen

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

Mai Anh Nguyen

ASSOCIATE

David Cliff

ASSOCIATE - INSURANCE

Kate Buhagiar

MARKETING MANAGER

Lisa Faferko

BUSINESS SERVICES MANAGER

Lilian Malig-on

SME RETIREMENT AND AGED CARE

Ashley Aguirre

SENIOR PARAPLANNER - INSURANCE

Jay Anne Magbato

FINANCIAL PLANNING ASSISTANT

Raphael Imperial

FINANCIAL PLANNING ASSISTANT

Hazelle Colita

FINANCIAL PLANNING ASSISTANT

Harold Amaba

FINANCIAL PLANNING ASSISTANT

Karyl Velez

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.

Podcast

Passing the Torch: Navigating the Challenges of Intergenerational Wealth Transfer

Directors Marshall and Jeff explore the complexities of intergenerational wealth transfer and how families can successfully navigate this important transition. They discuss the biggest challenges families face when passing down wealth and how financial advisers can provide guidance.
Podcast

Understanding TPD Insurance

Jeff is joined by Insurance Specialist Paul Luu to break down the essentials of Total and Permanent Disability (TPD) insurance. Whether you’re unsure if you have enough cover or just want to better understand your options, this episode will provide clarity on how TPD insurance can safeguard your financial future
Featured

Thinking About Buying a Home or Refinancing?

Transitioning into homeownership or refinancing your current mortgage can be exciting, but navigating the mortgage market can feel overwhelming. The good news is, you don’t have to go it alone!
Featured

Take Control of Your Super with a Self Managed Super Fund (SMSF)

A Self Managed Super Fund (SMSF) gives you the power to take control of your retirement savings, offering flexibility, tax advantages, and investment freedom.
Featured

What should I do with an Inheritance

When you receive an inheritance, it can be an emotional time, filled with complex decisions about what to do with the newfound wealth. Here are 6 key tips to help you make the most of your inheritance while avoiding common pitfalls.
Featured

Financial Planning Tips For Women

Financial planning is vital, especially for women who juggle unique challenges and responsibilities. Learn six essential tips to help you navigate your financial journey with confidence and clarity.
Featured

Getting Ready to Retire?

Transitioning into retirement is an exciting milestone! Learn six essential tips to access your money wisely when you retire. Know more now to help you make the most of your hard-earned savings.
Featured

Navigating the Aged Care Conversation

Aged care discussions with aging parents can be challenging. Learn six essential tips to approach this sensitive topic with empathy and respect. Know more now to ensure your loved ones get the care they deserve.

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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