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 🌱

One of the most common estate planning mistakes is assuming that because something was set up properly once, it's still ...
03/06/2026

One of the most common estate planning mistakes is assuming that because something was set up properly once, it's still fit for purpose.

Life moves quickly. Relationships change. Assets grow. Business structures evolve. Family dynamics shift.

An estate plan that was well-constructed five years ago may no longer reflect your current wishes, your asset base, or the people you want to provide for.

And the consequences of an outdated plan aren't felt by you - they're felt by the people you leave it to.

A review doesn't mean starting from scratch. Often it's straightforward - confirming beneficiary nominations are current, checking that trusts still function as intended, and ensuring your overall structure is still aligned with your goals.

If your circumstances have changed, your estate plan probably needs a look.

Learn more about reviewing your estate plan đź”— https://evalesco.com.au/services/?utm_source=Social+Network&utm_campaign=May_2026&utm_medium=organic_social



Please note: this advice is general in nature only and is not intended to replace personal financial advice.

03/06/2026

We’re proud to have been named finalists across four categories at the Women Empowering Wealth Awards! 👏

✨ Financial Planner of the Year (NSW) - Melody Edwards
✨ Financial Planning Rising Star of the Year - Jasmyn Stekovic
✨ Marketing/Communications Professional of the Year - Kate Buhagiar
✨ Employer of the Year - Evalesco Financial Services

Each nomination reflects a different part of what we value as a business, making them even more meaningful - from thoughtful advice and emerging talent, to strong communication and a team culture built around our clients.

Learn more about the team behind Evalesco 👉 https://evalesco.com.au/team/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

You can have strong income, assets, and opportunity yet still not know what to do next.That’s usually not a money proble...
01/06/2026

You can have strong income, assets, and opportunity yet still not know what to do next.

That’s usually not a money problem. It’s a planning problem.

A financial plan helps turn resources into direction, so you know what matters, what needs attention now, and how everything fits together. This can include retirement, super, investments, estate planning, family support, business interests, and lifestyle goals.

Clarity reduces second-guessing and makes decisions simpler.

Discover how we can bring more clarity to your wealth đź”— https://evalesco.com.au/services/?utm_source=Facebook&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.

The most important retirement question isn't "when can I retire?"It's "what does the life I want to retire into actually...
01/06/2026

The most important retirement question isn't "when can I retire?"

It's "what does the life I want to retire into actually cost, and am I building toward that specifically?"

Travel, time with family, health, philanthropy, pursuing projects that matter - these aren't afterthoughts. They're the whole point. And they have a number attached to them.

The most financially prepared retirees we work with aren't just the ones with the largest portfolios. They're the ones who got clear early about what they were building for - and structured their strategy around that clarity.

Explore how we can help you plan the retirement you actually want đź”— https://evalesco.com.au/about-us/?utm_source=Social+Network&utm_campaign=May_2026&utm_medium=organic_social



Please note: this advice is general in nature only and is not intended to replace personal financial advice.

Life insurance is often seen as something to avoid. Too uncomfortable. Too complex. Something to “deal with later”. In t...
01/06/2026

Life insurance is often seen as something to avoid. Too uncomfortable. Too complex. Something to “deal with later”.

In this episode of the Evalesco Healthy, Wealthy & Happy podcast, the conversation reframes life insurance for what it really is, not a grudge purchase, but an act of love and responsibility.

The discussion explores why so many Australians remain underinsured, the real risks of avoidance, and how the right advice can cut through complexity to help people make informed decisions. It also challenges the common belief that insurers don’t pay claims, sharing real data and lived experience to show how protection can make a meaningful difference when life takes an unexpected turn.

This episode is a reminder that insurance isn’t about fear. It’s about protecting the life you’re building and the people who matter most.

🎧 Listen here: https://bit.ly/43tmlMt

You can have strong income, assets, and opportunity yet still not know what to do next.That’s usually not a money proble...
31/05/2026

You can have strong income, assets, and opportunity yet still not know what to do next.

That’s usually not a money problem. It’s a planning problem.

A financial plan helps turn resources into direction, so you know what matters, what needs attention now, and how everything fits together. This can include retirement, super, investments, estate planning, family support, business interests, and lifestyle goals.

Clarity reduces second-guessing and makes decisions simpler.

Discover how we can bring more clarity to your wealth đź”— 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.

A lot of financial progress comes down to sequencing.Getting the order right, so each decision builds on the last rather...
28/05/2026

A lot of financial progress comes down to sequencing.

Getting the order right, so each decision builds on the last rather than competing with it.

For some clients, that means maximising super contributions before other investments. For others, it's about restructuring debt, protecting income, or building investment positions in the right sequence for tax efficiency.

There's no universal order. But there is a right order for your situation.

⏰ What should happen now?
⏰ What can wait?
⏰ What are you currently doing that might be working against you?

Getting clear on these questions is often where the most significant progress happens.

Let's help you identify your next best financial move đź”— https://evalesco.com.au/contact-us/?utm_source=Social+Network&utm_campaign=May_2026&utm_medium=organic_social



Please note: this advice is general in nature only and is not intended to replace personal financial advice.

28/05/2026

Would your family be alright if suddenly you couldn't work tomorrow? It's not a scenario anyone likes imagining, but it's worth planning for.

Featured on the ifa Show podcast, Paul Luu explored how risk advice fits into a broader financial plan.

In his experience, many Australians are underinsured, and they often don’t realise it until it’s too late.

'Australians as a people are very laid back. We've got that she'll be right attitude, and then insurance becomes an afterthought.'
- Paul Luu, Financial Adviser and Insurance Specialist, Evalesco

Get to know Paul and how he can support your insurance strategy 👉 https://bit.ly/4tgisoA

Aged care planning is one of those conversations most families put off - until they can't.And that's exactly when it's h...
27/05/2026

Aged care planning is one of those conversations most families put off - until they can't.

And that's exactly when it's hardest.

The decisions involved aren't just financial, though the financial implications are significant. Costs, asset assessment, pension impacts, and family dynamics all intersect in ways that can be difficult to untangle under pressure.

Starting the conversation early - before a decision is urgent - gives families the space to understand their options, model the costs, and put a clear plan in place that reflects everyone's wishes.

It's one of the most meaningful areas of advice we work through with clients.

See how we can support your aged care planning đź”— https://evalesco.com.au/services/?utm_source=Social+Network&utm_campaign=May_2026&utm_medium=organic_social



Please note: this advice is general in nature only and is not intended to replace personal financial advice.

26/05/2026

Conversations about ageing parents are personal, emotional, and often difficult to navigate.

In this episode of the Healthy Wealthy and Happy podcast, Belinda is joined by Senior Financial Adviser and Aged Care Specialist Melody Edwards to unpack the realities of aged care planning, family decision-making, and the importance of having conversations early.

Watch the full episode here 🎧 👉 https://bit.ly/3PVnfOG

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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