Evalesco Financial Services

Call Directions Website Contact the business

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 🌱

Thinking about downsizing when you retire?Your home could be one of your biggest assets, so it can be a financial decisi...
23/10/2026

Thinking about downsizing when you retire?

Your home could be one of your biggest assets, so it can be a financial decision...but it’s also a lifestyle one.

So before getting into the numbers, it’s worth thinking about what you want life to look like afterwards.

💭 Where do you want to live?
💭 How close do you want to be to family and friends?
💭 What will a new home cost?
💭 What would you want to do with any money left over?

There can also be financial considerations, including Australia’s downsizer contribution rules for eligible people.

We’re here to help you build the financial strategy around the life you want to lead in retirement.

Reach out to learn more 🔗 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.

You don’t need to be an expert in every financial decision you have to make.But having someone who can explain your opti...
21/10/2026

You don’t need to be an expert in every financial decision you have to make.

But having someone who can explain your options, answer your questions and help you work through the details can make a real difference.

For Steve, that was an important part of his experience with Evalesco.

'Very helpful in guiding me on important financial matters that I'm not an expert in.'
- Steve

Read more about our clients’ experiences 👉🏻 https://evalesco.com.au/success-stories/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

21/10/2026

How much insurance would your family actually need if your income disappeared tomorrow?

It’s easy to rely on the cover that came with your super. But the right amount of cover depends on the financial gap your household would face.

That means looking at questions like:

👉 What debts would still need to be paid?
👉 How much income would be lost?
👉 Would there be extra costs for childcare, treatment or support?
👉 What goals would you still want your family to pursue?

Then consider what you already have in savings, investments and other assets.

The answer isn’t necessarily about having as much cover as possible. It’s about understanding the financial impact if something went wrong and deciding what level of protection makes sense for your circumstances.

If your household lost an income tomorrow, would you know how much of a financial gap you’d be left with?

Visit our website to explore how we can help you protect your wealth 🔗 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.

19/10/2026

Wayne and Diane had insurance through super, but was it enough to protect their family if something went wrong?

As part of their broader financial plan, they came to Evalesco for a full insurance review that identified gaps and defined what needed protection.

The result was a more comprehensive insurance strategy that considered their actual circumstances, responsibilities and long-term goals rather than simply relying on the cover they already had through super.

If you’re unsure whether your insurance still reflects your income, family responsibilities and financial commitments, it may be worth taking a closer look.

Read how Evalesco has helped other clients work through their unique circumstances here 👉🏻 https://evalesco.com.au/success-stories/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

🎉 Celebrating our October birthdays 🎉This month, we celebrated three of our team members: Mai Anh Nguyen, Kristi Teasel ...
18/10/2026

🎉 Celebrating our October birthdays 🎉

This month, we celebrated three of our team members: Mai Anh Nguyen, Kristi Teasel and Yan Malig‑On — who marked another trip around the sun!

We hope you all had a wonderful birthday and found time to celebrate in your own way. We’re so glad to have each of you as part of the team and wish you all a great year ahead with plenty to look forward to. 🎂✨

🔗 Meet the team: https://evalesco.com.au/about-us/

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

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

Website

Alerts

Be the first to know and let us send you an email when Evalesco Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Evalesco Financial Services:

Shortcuts

Share

Category