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 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

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.

Podcast

Self Managed Super Funds – Do I Need One?

Senior Financial Adviser Hung Nguyen is back in the hot seat again, this time to discuss all things Self Managed Super Funds. Hung and Jeff talk through the pros and cons of having an SMSF and what needs to be considered.
Featured

Evalesco’s recent conference and Cebu adventure

Jeff & Belinda’s recent Cebu trip combined professional growth, team bonding, and unforgettable adventures, celebrating Raphael’s award nomination and deepening our Evalesco values and connections.
Insights

Unlocking Home Equity for a Comfortable Retirement

As property values rise, unlocking your home equity through various options like the Government Home Equity Access Scheme, home reversion, downsizing, and integrating aged care services can help enhance your retirement lifestyle and financial security.
Podcast

Where Do I Start with Aged Care?

Melody shares her knowledge of the Aged Care process including where you should start if you have a loved one requiring care, the complexities of the process and how important it is to touch base with an expert to guide you through the process.
News

FS POWER50 Finalist | 2024

Marshall has been shortlisted as a finalist on the 2024 FS POWER50 list, published by Financial Standard. This year celebrates the 11th year of the FS Power50, which has 267 financial advisers as part of the alumni. The 2024 FS Power50 search recognises the most influential financial advisers in Australia.
Podcast

Important Client Documents

Our Associate Jenny Porter talks through the start of the financial advice process and the important documents you will come across as a client. They discuss our Risk Profile and Client Data Form and how they help our clients and advisers in the financial planning process.
Insights

Steps to Take When Expecting to Receive an Inheritance

Receiving an inheritance can be a major financial milestone. Whether you're expecting one soon or planning for the future, it's crucial to approach this situation with careful planning and consideration, we walk you through ten essential steps to help you navigate the process.
Market

Quarterly Investment Portfolio Update Q2 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 June 2024 quarter

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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