I have been in the financial planning industry since 2019 and joined the Evalesco team in 2022. I work closely with the advisers to develop a tailored financial plan for our clients. It is my job to oversee the initial research and implementation process, whilst providing regular updates to our clients to ensure an excellent client experience.
What Healthy, Wealthy and Happy means to you?
Being healthy, wealthy and happy all goes hand in hand to have a successful and fulfilled life. For me this means staying mentally and physically active and making sound financial decisions to be able to enjoy my life surrounded by people I love.
What are the values that drive you?
What I enjoy most about financial planning is helping people achieve their goals and seeing how we can make a difference in their lives. I grew up learning how important it is to be on top of my finances and plan ahead for the future. I’m passionate about helping other people by setting up a good financial plan and providing them with peace of mind that they are well looked after.
- Master of Financial Planning
- Bachelor of Applied Economics
- ASIC Financial Adviser Exam
Memberships, accreditations and associations
- Member of the Financial Advice Association of Australia (FAAA)
- Corporate Representative No. 325313 of Australian Advice Network
- Sub-Authorised Representative No. 1305122 of Evalesco Financial Services
TALK TO EVALESCO
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.
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.
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
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.
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.