Evalesco Financial Services

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Evalesco Financial Services Expert financial advice - from building wealth to retirement. For a healthy, wealthy + happy life 🌱 We know money isn’t just numbers on a page.

At Evalesco, we believe financial advice should make life simpler, not harder. Our team guides you through every stage of your financial journey - from wealth accumulation and managing cash flow, to protecting family security, planning a confident retirement, and leaving a lasting legacy for future generations. It’s about the lifestyle it creates, the opportunities it provides, and the peace of mind that comes when you know your financial world is in order. Our focus is on delivering smarter, simpler strategies that make sense for you. We want you to feel in control today, confident in your decisions, and excited about creating a healthier, wealthier, and happier future. Our services include:
🔹 Cashflow + money management - clarity + strategies to make the most of every dollar
🔹 Superannuation - contribution strategies, tax benefits, + tailored investment options
🔹 Investments + portfolio reviews - diversified solutions blending active, passive, + smart beta approaches
🔹 Insurance + risk management - protecting your family, income, + lifestyle with the right cover
🔹 Lending + refinancing solutions - support for property, business, or lifestyle goals with smart finance choices
🔹 Retirement planning + transition to retirement - building income streams + freedom for life beyond work
🔹 Estate planning coordination - safeguarding your legacy + ensuring your wishes are carried out with care
🔹 Aged care strategies - guidance to manage care costs, maximise entitlements, + make confident choices for the next stage of life

We really take the time to understand what matters most, and deliver practical, achievable strategies that evolve with you. We’ve built a reputation for trust, integrity, and results. We pride ourselves on being a boutique financial planning firm. Our mission: to give you clarity, confidence, and freedom to focus on what matters most. Simpler, smarter financial choices for a healthy, wealthy, happy life 🌱

14/10/2026

Confidence with money can start developing earlier than you think.

In Episode 47 of the Healthy, Wealthy & Happy podcast, Senior Financial Adviser Melody Edwards talks about why conversations about money matter for young women - and why parents can have a bigger influence than they might think.

Building that confidence early can give young women more independence and more choice as they move through life.

Melody explores how financial attitudes are shaped at home, what financial education can look like at different ages, and the emotional side of learning to manage money.

Tune in to the full conversation here 🎧 👉🏻 https://evalesco.com.au/why-early-financial-confidence-matters-for-young-women/?utm_source=facebook&utm_medium=post&utm_campaign=oct_2026

For many business owners, selling the business is a big part of the retirement plan.That makes sense. Your business may ...
13/10/2026

For many business owners, selling the business is a big part of the retirement plan.

That makes sense. Your business may be one of your largest assets and something you’ve spent years building.

But relying on the sale to fund retirement isn’t always straightforward.

There are a few important questions to think through:

🔎 What could the business be worth when you’re ready to sell?
🔎 Who might buy it?
🔎 How dependent is the business on you?
🔎 How long could a sale take?
🔎 And will the proceeds be enough to support the retirement you want?

The earlier you start planning for the exit, the more time you have to strengthen the business, explore succession options and build wealth outside it too.

How much of your retirement plan currently depends on selling your business?

Reach out today and let’s connect your business wealth with your personal retirement strategy 🔗 https://evalesco.com.au/



*Please note, this advice is general in nature only, and is not designed to take the place of personal financial advice.

12/10/2026

Being part of a team can look a little different outside the office.

Our Evalesco and Principal Edge teams took to the netball court together, with plenty of laughs and a bit of friendly competition along the way.

And last month, we had our first win to celebrate!

It’s been a fun way to spend time together, support each other, and enjoy being a team beyond our usual working day 👏

Get to know the team 👉 https://evalesco.com.au/about-us/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

11/10/2026

A portfolio might hold ten different investments and still be heavily exposed to the same risks.

That’s because diversification isn’t simply about how many investments you own. It's about where they're invested.

Are you heavily exposed to the same companies, industries, asset classes or countries? If one part of the market falls, how much of your portfolio could be affected?

Diversification aims to spread your exposure across investments that can behave differently in different market conditions. That might include different asset classes, industries, geographic regions and investment styles.

Risk is always part of investing. The goal is to avoid having too much of your financial future riding on one investment or one part of the market.

When was the last time you looked beyond the number of investments you own and checked how diversified your portfolio really is?

Reach out to learn how we can help 🔗 https://evalesco.com.au/about-us/



*Please note, this advice is general in nature only, and is not designed to take the place of personal financial advice.

Paying off your mortgage is a huge milestone - and one worth celebrating.But after years of making regular repayments, t...
09/10/2026

Paying off your mortgage is a huge milestone - and one worth celebrating.

But after years of making regular repayments, there’s another question worth asking:

What will you do with the money that used to go towards the loan?

It can be easy for spending to gradually increase once the mortgage is gone. But it can also be an opportunity to think about what that money could help you achieve next.

You might put some towards super, investments, another financial goal, or simply create more flexibility in your lifestyle.

And you don’t have to redirect every dollar. You’ve worked hard to get here, so enjoying some of the difference is part of the reward too.

The key is deciding where the money goes, rather than letting your spending quietly grow to fill the gap.

Learn how your next financial milestone could become the foundation for another 🔗 https://evalesco.com.au/services/



*Please note, this advice is general in nature only, and is not designed to take the place of personal financial advice.

08/10/2026

Your financial priorities at 40 aren’t the same as they are at 60.

But many people approach their finances in the same way, even as their circumstances change.

In this episode, the team unpacks some of the key decisions that matter at each stage - from getting insurance settings right in your 40s and tightening up cash flow in your 50s, to getting serious about retirement planning as 60 comes into view.

Watch the full episode here 🎧 https://evalesco.com.au/the-biggest-money-decisions-we-see-at-40-50-and-60/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

06/10/2026

Good goal? 'I want to retire comfortably.'

Better goal? 'I want to retire comfortably in 10 years.'

Putting a timeframe around a financial goal can completely change how you plan for it.

Retiring at 60 requires a different plan from retiring at 67. Helping your kids with a home deposit in two years isn't the same as leaving them an inheritance decades from now.

Even a goal like travelling more becomes easier to plan for when you know whether that means one big trip next year or regular travel throughout retirement.

A timeframe helps turn something you’d like to do into something you can actually work towards.

You don’t need every detail figured out. Having a rough idea of what you want, when you want it, and what it might take is a useful place to start.

What financial goal could you put a timeframe around today?

Explore how we can help turn your financial goals into a practical strategy 🔗 https://evalesco.com.au/services/



*Please note, this advice is general in nature only, and is not designed to take the place of personal financial advice.

When everyone around you seems to be making financial moves, doing nothing can start to feel like the wrong decision.Pro...
05/10/2026

When everyone around you seems to be making financial moves, doing nothing can start to feel like the wrong decision.

Property prices are moving. A friend’s investment is doing well. A colleague has changed their super strategy...

But sometimes, the smartest move could be to stay where you are.

An opportunity only makes sense if it fits your own financial picture. Before making a change, it can help to ask:

👉 Will it support my goals?
👉 What risks am I taking?
👉 What would I need to change?
👉 What am I giving up by pursuing it?

A clear financial strategy gives you something to measure those decisions against, rather than reacting to what everyone else seems to be doing.

When the next opportunity comes along, will you know whether it’s right for you?

Explore how we can build a strategy that helps you make confident financial decisions 🔗 https://evalesco.com.au/about-us/



*Please note, this advice is general in nature only, and is not designed to take the place of personal financial advice.

Financial confidence does not appear overnight. It is built over time, often starting far earlier than we expect. In Epi...
30/09/2026

Financial confidence does not appear overnight. It is built over time, often starting far earlier than we expect.

In Episode 47 of the Evalesco Healthy, Wealthy & Happy podcast, the conversation with Senior Financial Adviser & Aged Care Specialist Melody focuses on why early financial confidence matters for young women and how attitudes, conversations and role modelling shape money behaviours from a young age.

The discussion explores the powerful influence parents have on financial confidence, the emotional side of money, and the practical steps that can support stronger financial literacy at different life stages.

A key theme throughout is that confidence leads to independence. When young women understand money and feel supported in learning about it, they are better equipped to make informed decisions and build fulfilling, self‑directed lives.

This episode is a reminder that early education and open conversations about money can create long‑term empowerment.

🎧 Listen here: https://evalesco.com.au/why-early-financial-confidence-matters-for-young-women/

Address

Suite 2, Level 40, 259 George Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+61292326800

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