Evalesco Financial Services

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 mi

nd 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 🌱

🎉 Wrapping up June with a birthday shout out! 🎉As the month comes to a close, we’re celebrating two of our team members ...
26/06/2026

🎉 Wrapping up June with a birthday shout out! 🎉

As the month comes to a close, we’re celebrating two of our team members who celebrated another trip around the sun, Marshall Brentnall and Kate Buhagiar!

We hope you both enjoyed a wonderful birthday and found time to celebrate in your own way. Here’s to a year ahead filled with good moments and plenty to look forward to. 🎂✨

🔗 Meet the team: https://bit.ly/4pQz0mF

Insurance isn’t only about worst-case scenarios. It’s about understanding what could happen if illness, injury, or death...
25/06/2026

Insurance isn’t only about worst-case scenarios. It’s about understanding what could happen if illness, injury, or death disrupted income, family plans or long-term financial goals.

Life cover, TPD, trauma and income protection can each play different roles depending on your circumstances.

We can help you understand your options, so that you can determine the 'right' level of cover for your situation. Book a review via our website 🔗 https://evalesco.com.au/about-us/?utm_source=Social+Network&utm_campaign=June_2026&utm_medium=organic_social



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

25/06/2026

There's a lot that happens behind the scenes to protect your financial future - and it often starts with a culture where risk management is everyone's responsibility.

In this episode of the Healthy Wealthy and Happy podcast, Jeff Thurecht sits down with Lisa Faferko from our governance and risk team to unpack how governance, oversight, and advice frameworks help protect clients and reduce risk before issues arise.

Listen to the full episode here 🎧 👉 https://evalesco.com.au/how-strong-governance-protects-your-investments/

People tend to review their home loan when rates change (these days, that’s often).But when was the last time you review...
23/06/2026

People tend to review their home loan when rates change (these days, that’s often).

But when was the last time you reviewed your super?

Despite the important role it plays in funding your future lifestyle, super often ends up in a 'set and forget' position.

If it’s been a while since your last review, we’re here to help.

We can work with you to review your balance, contributions, investment options, fees, and beneficiary nominations and determine whether it still aligns with where you are today.

Schedule an appointment and see your super through a clearer lens 🔗 https://evalesco.com.au/?utm_source=Social+Network&utm_campaign=June_2026&utm_medium=organic_social



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

In a world full of online advice and opinions, it can be hard to sort fact from fiction.And when you’re making important...
22/06/2026

In a world full of online advice and opinions, it can be hard to sort fact from fiction.

And when you’re making important life decisions - especially about your financial future - knowing what information to trust (and who to trust) matters.

That’s why we’re here.

At Evalesco, we aim to be that trusted source of clarity and confidence for our clients - just like Tammy.

'The team at Evalesco have a trustworthy and positive outlook on helping people with their financial future. Their services are industry-leading and are a genuine help to their clients.'
- Tammy

Read more success stories from our clients here, and discover how we're helping them to lead healthy, wealthy, and happy lives 👉 https://evalesco.com.au/success-stories/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

Financial stress rarely starts with numbers. It starts with uncertainty. In Episode 37 of the Evalesco Healthy, Wealthy ...
22/06/2026

Financial stress rarely starts with numbers. It starts with uncertainty.

In Episode 37 of the Evalesco Healthy, Wealthy & Happy podcast, Jeff is joined by Lisa to cut through recent headlines and explain what actually protects investors when something goes wrong.

The conversation explores the role of governance, the importance of strong oversight, and why investment failures are not always about markets but can stem from poor processes and lack of accountability. It also unpacks how structured systems, ongoing monitoring and investment committees work behind the scenes to protect clients.

While headlines can create concern, understanding how advice is governed and how risks are managed helps clients feel more confident about their financial decisions.

This episode is a reminder that protection does not come from products alone. It comes from the structure, discipline and people sitting behind the advice.

🎧 Listen here: https://bit.ly/4dxGmrd

Contrary to popular belief, financial plans aren't designed to make life feel restrictive. They're meant to help it feel...
21/06/2026

Contrary to popular belief, financial plans aren't designed to make life feel restrictive. They're meant to help it feel more intentional.

When your money lines up with your values, decisions often become clearer. It can feel easier to say yes to what matters, and no to what doesn’t.

That might mean more travel, more family time, stronger long-term security, or the confidence to make a career change.

Want your money working harder for the life you actually want? Learn how we can help 🔗 https://evalesco.com.au/about-us/?utm_source=Social+Network&utm_campaign=June_2026&utm_medium=organic_social



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

Powers of attorney are often something people don’t think about until a crisis happens - but by then, it may already be ...
18/06/2026

Powers of attorney are often something people don’t think about until a crisis happens - but by then, it may already be too late.

Without them, even simple financial and personal decisions can become harder for families to manage during a difficult time.

If you’d like clarity around your estate planning and what documents you may need, visit our website to learn more or get in touch 🔗 https://evalesco.com.au/?utm_source=Social+Network&utm_campaign=June_2026&utm_medium=organic_social



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

Thinking about downsizing as you move into the next stage of life? It may affect more than you think.A common misconcept...
17/06/2026

Thinking about downsizing as you move into the next stage of life? It may affect more than you think.

A common misconception is that downsizing is solely a property decision.

But, it can affect lifestyle, cash flow, family expectations, estate planning and how confident you feel about retirement.

Before making a move, it can help to think about what you want retirement to actually feel like.

Do you want space to host a family Christmas? Or are you chasing freedom to travel? Does your current home come with an established network of friends, community, or healthcare?

The numbers matter, but so does the emotional side of the decision.

We can help you weigh up the trade-offs before making a big move. Learn more here 🔗 https://evalesco.com.au/services/?utm_source=Social+Network&utm_campaign=June_2026&utm_medium=organic_social



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

16/06/2026

What if you had a $200,000 insurance payout waiting and didn't even know it?

That's exactly what happened to one of our clients.

In this episode, Jeff Thurecht and Paul Luu (Financial Adviser - Insurance Specialist) share real-life claims stories that remind us about how important trauma insurance is for providing financial relief during serious health events.

Watch the full episode here 🎧 👉 https://evalesco.com.au/real-life-trauma-insurance-claim-stories/

Address

Level 17, 20 Bond 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

Website

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