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 🌱

Are you living to work, or working to live? Finances are a tool to support the life you want - not the end goal itself.A...
09/06/2026

Are you living to work, or working to live? Finances are a tool to support the life you want - not the end goal itself.

Are you trying to fund freedom, family security, travel, or a comfortable retirement? When your goals become clear, money can be directed with more purpose.

Financial planning can help you get there, by working through practical questions like...
👉 How much is enough?
👉 What can you enjoy now?
👉 What needs protecting?
👉 What legacy do you want to leave?

The answers may change over time - and that’s absolutely fine. That’s why we approach financial planning as an ongoing process.

Learn more about our approach to wealth building 🔗 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.

08/06/2026

Some things in life are too important to leave to chance.

Having insurance in place can help protect your family, even in life's most uncertain moments.

In this episode of the Healthy, Wealthy & Happy podcast, we explore what it really means to have the right cover in place, and why it matters more than most of us realise.

Tune in to the full episode here 🎧 👉 https://evalesco.com.au/insurance-as-an-act-of-love/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

For many Australians, retirement's more of a gradual wind-down than an overnight switch.Some reduce their hours or move ...
07/06/2026

For many Australians, retirement's more of a gradual wind-down than an overnight switch.

Some reduce their hours or move into consulting a few days a week. Others keep working because they enjoy the purpose, routine or social side of it.

Whatever retirement looks like for you, the financial plan needs to support the life plan.

That means thinking about how much income you’ll need to sustain your ideal lifestyle, when your super can be accessed, how work income fits into the plan, and how long your assets may need to last.

Without a plan, it can be hard to know what you can spend, what to draw from, and when to adjust course.

If retirement is on your radar, the time to start planning is now. Explore how we can help 🔗 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.

05/06/2026

The Evalesco team attended the Women Empowering Wealth Awards last night, and what a night it was!

We didn't walk away official winners, but it was a night of celebrating our team and those amazing women who took out the top spots.

Well done to our team, who were named as finalists, and the Evalesco business as a whole 👏

✨ 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

We're proud to support women achieving excellence in financial services - we can't wait to do it again next year!

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

Major life changes don't just affect the day-to-day. They can fundamentally reshape your financial position - and your l...
05/06/2026

Major life changes don't just affect the day-to-day. They can fundamentally reshape your financial position - and your long-term plan.

Separation or divorce is one of the most significant.

Beyond the immediate complexity, there are longer-term financial considerations that often get overlooked in the process: superannuation splitting, beneficiary nominations, asset restructuring, revised estate plans, and how your retirement strategy needs to change as a result.

These aren't just administrative tasks. Getting them right - and in the right order - can make a material difference to your financial position going forward.

If you're navigating a significant life change, your financial plan needs to reflect your new reality.

Schedule a time to walk through your options 🔗 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.

A good investment plan usually starts before you choose an investment - it starts with knowing what the money is for.Dif...
04/06/2026

A good investment plan usually starts before you choose an investment - it starts with knowing what the money is for.

Different goals will often need different timeframes, structures and levels of risk.

Need help bringing structure to your investment decisions? Reach out today for guidance 🔗 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.

Did you know that superannuation doesn’t always form part of your estate the same way as some other assets?How your bene...
03/06/2026

Did you know that superannuation doesn’t always form part of your estate the same way as some other assets?

How your benefit is paid may depend on your fund rules, your nomination, and whether it’s valid at the time. That’s why it can be worth checking...
👉 Who have you nominated?
👉 Is it binding or non-binding?
👉 Does it need renewing?

Life changes quickly, and marriage, separation, children, blended families or changing responsibilities can all shift what feels right.

Reviewing your nomination is a simple step that may help reduce stress for the people you care about.

If your super nomination needs to be updated, our team's here to help. Learn more about us here 🔗 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.

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 🔗 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 🔗 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.

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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