Evalesco Financial Services in Sydney, Australia | Financial planner

Evalesco Financial Services

Locality: Sydney, Australia

Phone: +61 2 9232 6800

Address: Level 17, 20 Bond Street 2000 Sydney, NSW, Australia

Website: http://www.evalesco.com.au/

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25.01.2022 Once you understand how your financial decisions affect your future, you can start making smarter choices about how you manage your money. Contact an Evalesco adviser to arrange an appointment. Call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

24.01.2022 Wishing you good health, wealth and happiness in the New year ahead.

24.01.2022 Music can help motivate you to persist in and enjoy exercise, so crank up the Christmas tunes while you run on the treadmill find music you like and you’ll find it easier to get moving.

23.01.2022 Check in on your health this #WomensHealthWeek Jean Hailes for Womens Health. Sign up for information and free resources at www.womenshealthweek.com.au 7-11 September 2020. Time to put your health first.

23.01.2022 Matt Last and his wife Lisa have been busy preparing for the arrival of their first child, due in December. It was a very nice surprise to fall pregnant and were both looking forward to becoming parents. Were sure Matt and Lisa are looking forward to many sleepless nights among the joys that come with becoming new parents.

23.01.2022 When you are looking into Aged Care for a loved one, it can be quite overwhelming with the process, requirements and costs at a time that can be very emotional. Talking with your adviser is a good first step to start the journey, where they can assist with knowledge resources, outline options and financial scenarios.

21.01.2022 Did you know superannuation can be one of the most tax effective vehicles you can use when planning your financial future. Read more in our blog https://bit.ly/efs-super. Were here to help you. Call us today on 02 9232 6800.

21.01.2022 Jenny says, My son, Teddy, and I have been baking up a storm. Chocolate chip cookies, banana bread, and jam drops have been on frequent rotation. And since hes such an active little guy, weve been taking him for walks in the national parks. He loves looking for various fossils on the nature trails. Trying to burn all that 4-year old energy is tiringfor me!"

21.01.2022 As you transition into another important phase of your life, it’s important to feel confident that your financial affairs are organised and optimised for best effect. Contact an Evalesco adviser to arrange an aged care advice appointment. Call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

20.01.2022 From the entire team at Evalesco, we want to wish you all a Merry Christmas Jeff Marshall Jules Belinda Melody Mia Kathryn Kristi Kate Hung, Jacob, Jenny & Marina

20.01.2022 There are several simple ways to keep your Christmas budget from blowing out of control. For instance, a trusty savings plan and traditional lay-by services are two of the best ways to save money this Christmas. However, we’ve compiled a list of other tips and tricks that you may not have considered.

19.01.2022 Our Director Marshall Brentnall is super excited to be on the shortlist with just over 100 Financial Advisers on the 2020 #FSPower50 list published by Financial Standard. Please help us by voting today - http://bit.ly/EFS-VoteNow This puts Marshall amongst the 100 most influential advisers in Australia.... We are also really pleased to see some faces on the list that we have developed close relationships with, as they and their respective teams, share many of the same values and beliefs as we do. A deserved shoutout goes to two of our AAN colleagues Hugh Robertson from Centaur Financial Services, Troy Theobald from RFS Advice who have also made the list. Well done

19.01.2022 Happy hump day! A lovely thank-you message from our clients Tanya and Danni. Well done Kristi and Julie-Anne. #thankyou #happywednesday #happyclient #lovelyclient #clientfeedback #clientsatisfaction #clientreviews #clientscomefirst #appreciation #healthywealthyhappy #evalescoadvice #financialadvisers #financialadvisersydney #financecoach

19.01.2022 We can help you get the most out of your superannuation. Let us conduct a health check on your super. Read more in our blog https://bit.ly/efs-super. Were here to help you. Call us today on 02 9232 6800.

18.01.2022 "Have you voted yet? We invite you to place a quick vote for Evalescos Marshall Brentnall to once again be part of the Financial Standard 50 most influential advisers. The FS Power 50 is made up of the 50 most prominent advisers in Australia. "In the making of this list, we define influential as individuals who have been or continue to be instrumental in shaping the future of the financial advice industry. " - Financial Standard.... Marshall also joins fellow AAN directors Hugh Robertson and Troy Theobald on the list. Voters are welcome to vote for all three nominated AAN directors, however remember you will only be allowed to lodge your vote ONCE per e-mail address. PLACE YOUR VOTE VIA THIS LINK: https://www.financialstandard.com.au/voting/ Thank-you to all who take the time to vote for Marshall. We wish him the best of luck, and congratulate him for making the list of finalists. We know he has changed the lives of many Evalesco clients and love having another opportunity to celebrate his positive influence and achievements. "

17.01.2022 The best time for new beginnings is spring

17.01.2022 ONE DAY TO REGISTER Register for tomorrow’s webinar with our Director Jeff Thurecht and special guest Sasha Carey from AIA to discuss 'What COVID-19 and lockdown taught us about health and happiness'. Secure your spot today! Click here to register > http://bit.ly/webinar25Mar2021

15.01.2022 Much like exercise and eating well, your financial wellbeing is key to living a happy and healthy life. So what is financial wellbeing and how can you improve yours? Thanks to the FPA - Financial Planning Association of Australia team for sharing.

15.01.2022 Find out in this blog how getting into the natural landscapes of the great outdoors is an essential component in maintaining your health and happiness. Thanks AIA for sharing this interesting article

15.01.2022 Are you wondering if you should pay off the mortgage or contribute more to your super fund? Book an appointment with us today on 02 9232 6800. Were here to help you.

14.01.2022 Use your passions to create goals that continue motivating you and making you happy. You want to stick to goals that you feel you can keep. Contact an Evalesco adviser to arrange an appointment. Call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us

14.01.2022 The silly season can be a time of fun and frivolity, but it can also take its toll on our mental health. Spending time with or without family and friends, financial stresses, packed calendars and long to-do lists might seem overwhelming, and more stressful than day-to-day life.

14.01.2022 We greatly appreciate the time our clients took to participate in the recent feedback survey. Here are the comments we recently received

14.01.2022 Marshall has helped yet another #evalescoadvice client understand their position after they were concerned that they were paying too much in fees. We feel that transparency is important, and sometimes without the broader context, fees as a dollar figure can seem expensive. When he broke the product fees down a percentage of the overall portfolio, it tallied to 0.51% which is a highly competitive number for a comprehensive family retirement plan. Read more about how Marshall helped by clicking here http://bit.ly/EvalescoCSS

13.01.2022 The team would like to wish a Happy Fathers Day to all the dads out there!

13.01.2022 Today is Jersey Day and is the perfect opportunity to start a discussion with your loved ones about organ donation. Our team adapted our Jersey Day by showing support in our morning Zoom catch up.

12.01.2022 Income Protection is considered one of the most important insurance covers, as it protects your ability to earn an income. Contact us today https://evalesco.com.au/contact-us/

12.01.2022 ONE DAY TO REGISTER Register for tomorrows webinar where Jeff will discuss Australian Property - Looking beyond the headlines with special guest John Pidgeon, Director and Head Property Coach of Solvere, and Online Property and Finance Academy. Click here to register - https://bit.ly/Webinar27Aug2020

12.01.2022 Kathryn and her partner Chris have enjoyed being able to see their family even though it has been virtually. "Every Saturday night I get to play trivia with my whole family over Zoom. Across four homes in Sydney it is a great way to catch up and have a good old laugh. Sounds like fun.

11.01.2022 Our Director Julie-Anne has had her blog Why budget is not a dirty word featured in the Financial Standard today. "It may sound nerdy, but I often discuss the importance of budgeting and cash flow management with clients and colleagues", says Jules. To read the article click below or head to our website https://evalesco.com.au/tho/why-budget-is-not-a-dirty-word/

11.01.2022 With the appropriate insurance, you can reduce financial problems if your ability to earn an income is taken away from you due to sickness or injury. Contact us today https://evalesco.com.au/contact-us/

11.01.2022 Did you know we can help you navigate the difficult aspects of having an effective superannuation fund? Discuss your options today, call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

09.01.2022 Marshall is loving being able to spend some quality time with the newest arrival to the Brentnall family, the beautiful Weimaraner Frankie. "Our family have been enjoying playtime in the backyard, or a nice long walk to one of our local parks in Rozelle. Its been a great way to unwind." It sounds like Frankie has brought lots of extra fun to the family Marshall.

09.01.2022 Some nice feedback to get you through the week. No surprises here Bruce is highly regarded amongst both colleagues and clients. Well done to Bruce and his team! https://www.evalesco.com.au/team/bruce-greive/

08.01.2022 Finding a fund that is the right match for you can mean that youre in good hands for the future. Discuss your options today, call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

08.01.2022 Jess has been enjoying the extra time she gets to spend each morning normally commuting to work by exercising in her living room. "Ive also tried to learn a new song on the piano in the evenings. I find it very relaxing and a great way to unwind after a day at work." We look forward to hearing the new song Jess.

07.01.2022 While many of us dont enjoy talking about end-of-life subjects like wills and estates, its an integral part of your overall financial plan. Book an appointment with us today on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

06.01.2022 Spending less and saving more are worthy goals. Paying down bad debt is the key to success. Contact an Evalesco adviser to arrange an appointment. Call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

06.01.2022 Did you know our aged care specialists will help educate and guide you on the process to enter an aged care facility? We can analyse the various options available to you and help you work through the associated costs. Discuss your options today, call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

06.01.2022 The recent news about the alleged misconduct of a financial adviser in allegedly defrauding millions from clients is horrible. For those who have lost, or stand to lose, so much of their hard-earned money the toll on their mental health and their families wellbeing is unimaginable. This sort of thing just should not happen. Our adviser Melody shares some steps you can take once you have decided to see a financial adviser. https://evalesco.com.au//importance-of-a-qualified-adviser/

06.01.2022 Today is R U OK Day. You dont have to be an expert to keep the conversation going when someone says theyre not OK. By knowing what to say, you can help someone feel supported and access appropriate help long before theyre in crisis. Learn what to say at www.ruok.org.au/join-r-u-ok-day

06.01.2022 Wear your favourite sporting jersey this JERSEY DAY, Friday 4th September, to raise awareness for organ donation. Our team will be supporting Jersey Day. Did you know around 1,400 Australians are currently waitlisted for a transplant? To become an organ donor, you need to join the Australian Organ Donor Registry. You can register your decision at www.donatelife.gov.au... Jersey Day #jerseydayau #donatelife

05.01.2022 Do you know how much you might need when you retire? We can help you create a superannuation strategy that will fund the type of lifestyle you desire. Discuss your options today, call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

04.01.2022 Missed our property webinar yesterday? Our Director Jeff discussed all things property with acclaimed property specialist John Pidgeon, Director and Head Property Coach of Solvere. Check out the recording below. Head to our website to find all past webinar recordings www.evalesco.com.au/events

04.01.2022 NEW BLOG POST - Does your super need a spring clean? This months blog is about some of the key considerations we work through in selecting and managing Superannuation. Feel free to share with someone you think could benefit from a super spring clean!

03.01.2022 Kind words for Julie-Anne and Hung who consistently help and support their clients. After attending their annual review meeting Rhonda and Dave walked out with piece of mind and nothing to worry about. As Hung says We worry, so you dont have to. Great work team!

03.01.2022 Did you know estate plans should be specifically tailored to your needs, your goals, and your familys situation? Discuss your options today, call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

03.01.2022 SAVE THE DATE - Our next webinar is scheduled for Thurs 27 August at 12:30PM AEST Director Jeff will chat all things property with acclaimed property specialist John Pidgeon, Director and Head Property Coach of Solvere, an Online Property and Finance Academy. Be sure to register via the link below so you dont miss this session - https://bit.ly/Webinar27Aug2020

03.01.2022 R U OK?Day is this Thursday 10 September and this years message is Theres more to say after R U OK? 2020 has been a challenging year for everyone and circumstances have made it even more important for us all to stay connected and, for those who are able, be willing to support those around us. By learning what to say after R U OK? and sharing the message in your school, workplace or community, you can help more Australians support anyone who might be struggling with lif...e. Visit www.ruok.org.au/join-r-u-ok-day #theresmoretosay

02.01.2022 Did you know goals that aren’t written down are destined to fail quickly. So, write them out and keep them in a place where you will see them regularly? Contact an Evalesco adviser to arrange an appointment. Call us on 02 9232 6800 or click here to contact us https://evalesco.com.au/contact-us/

02.01.2022 From all of us at Evalesco, we would like to wish you and your loved ones a very Merry Christmas filled with laughter, joy and the love of family and friends! Our office will be closed from 12pm on Tuesday 22nd December 2020 and will be re-opening from 9am on Wednesday 6th January 2021. Remember to stay Healthy, Wealthy and Happy

01.01.2022 Join us and thousands today as we get silly for a serious cause - Red Nose Day. Whether youre back out on the world again, still social distancing, or something in between, there are plenty of ways to show your support. Your generosity helps stop little lives being cut short and ensures every family gets the support they need. If you wish to donate please head to https://donate.rednose.org.au

01.01.2022 COVID-19 has played havoc with our love of travel, forcing many to shelve their annual summer holiday for another year. But while you still can’t take that overseas trip you’ve been craving, there are plenty of ways to put your funds to good use instead. Thanks to the FPA - Financial Planning Association of Australia for sharing.