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 🌱

A property can increase in value and still stop making sense as part of your broader financial plan.In the Australian Fi...
08/09/2026

A property can increase in value and still stop making sense as part of your broader financial plan.

In the Australian Financial Review article 'Four ways to test if your rental property fits your wealth strategy', Dwayne Fernandes, Senior Financial Adviser and Partner at our sister advice firm, Principal Edge, looks at why investors need to consider more than the estimated sale price.

That includes what the property is actually returning after costs, how it sits alongside your other assets and debt, when you may want to sell, and how the ownership structure could affect the outcome.

You can read the full article in the Australian Financial Review.

Or learn more about how Evalesco can help you review your broader financial strategy 👉 https://evalesco.com.au/services/

If something happened to you tomorrow, would your partner know where everything stands financially?In many households, o...
06/09/2026

If something happened to you tomorrow, would your partner know where everything stands financially?

In many households, one person takes the lead on the finances. They know the accounts, investments and adviser details - but a lot of that information can end up living in their head.

That can work perfectly well until illness, an accident or another unexpected event leaves the other person needing to make important financial decisions without the full picture.

A simple conversation now can save a lot of stress later.

Holistic financial planning isn’t only about building wealth. It can also help make sure both partners understand the plan and know where to find the information they may need.

A solid financial plan should work for both of you.

We’re here to help 🔗 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 markets feel uncertain, it’s natural for your comfort with investment risk to be tested.But risk isn’t necessarily ...
03/09/2026

When markets feel uncertain, it’s natural for your comfort with investment risk to be tested.

But risk isn’t necessarily something to avoid altogether. It’s something to understand and manage.

Cash, property, shares, bonds and managed investments all behave differently under changing market conditions and can carry different levels of risk.

The important part is understanding how those risks fit with your goals, timeframe and financial situation.

A well-considered investment strategy should be one you can stay comfortable with through different market conditions.

That’s where diversification, regular reviews and understanding your own risk profile can help.

Does your current investment strategy still reflect your goals?

Reach out today for a review 🔗 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.

Many Australians have insurance through their superannuation fund without giving it much thought.Often, it was set up ye...
01/09/2026

Many Australians have insurance through their superannuation fund without giving it much thought.

Often, it was set up years ago when they started their first job. But life may look very different now - a mortgage, children, a new career or changing financial responsibilities can all affect the level of protection you may need.

Insurance through super can be convenient, but it’s worth understanding what cover you have, how much you’re insured for and whether it still suits your circumstances today.

So, when was the last time you reviewed the insurance inside your super?

Learn more about reviewing your insurance cover with our team 🔗 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.

Financial stress is not always about how much you earn. Often, it comes from feeling overwhelmed, reactive, and unsure w...
01/09/2026

Financial stress is not always about how much you earn. Often, it comes from feeling overwhelmed, reactive, and unsure where your money is actually going.

In Episode 44 of the Evalesco Healthy, Wealthy & Happy podcast, the conversation focuses on practical ways to reduce financial stress and make clearer, more confident money decisions.

The episode explores why cash flow matters so much, how tracking expenses creates awareness, and how purposeful cash buckets can bring structure and calm to day-to-day finances. It also highlights that meaningful progress does not require drastic changes. Small, incremental steps can significantly improve confidence and control over time.

A key message throughout is that it is never too late to start. With the right structure and support, financial clarity becomes achievable and sustainable.

This episode is a reminder that reducing financial stress often begins with simplifying decisions and giving your money purpose.

🎧 Listen here: https://evalesco.com.au/designing-your-healthy-wealthy-happy-week/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

We’re very proud to share that Melody Edwards, Senior Financial Adviser and Aged Care Specialist at Evalesco, has been s...
31/08/2026

We’re very proud to share that Melody Edwards, Senior Financial Adviser and Aged Care Specialist at Evalesco, has been shortlisted for the 2026 FS Power50! 👏

The FS Power50 recognises 50 of Australia’s most influential financial advisers, celebrating those who demonstrate the value of financial advice and make a meaningful contribution to the profession.

Melody works closely with clients through some of life’s more complex financial decisions, with particular expertise in aged care, retirement and long-term financial planning.

Voting is now open, and we’d love your support in recognising Melody for the difference she makes to her clients and the profession.

Vote for Melody here 👉🏻 https://www.financialstandard.com.au/fspower50?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Most families don't start learning about aged care until a health event forces the conversation.All it takes is a fall o...
31/08/2026

Most families don't start learning about aged care until a health event forces the conversation.

All it takes is a fall or an unexpected diagnosis for everything to change.

By then, important decisions often need to be made quickly, with little time to understand care options, costs or available government support.

Planning ahead doesn't mean expecting the worst. It simply gives you more time to understand your options and make informed decisions.

Families who often navigate aged care with greater confidence are those who've started the conversation early. They've discussed what's important, know where key documents are, and have a basic understanding of the choices ahead.

If aged care could be part of your family's future, we're here to help you understand the financial side of the conversation. Let's chat 🔗 https://evalesco.com.au/?utm_source=Social+Network&utm_campaign=August_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.

When people think about inheritance, they usually think about assets.The family home. Investments. Super.But there's som...
27/08/2026

When people think about inheritance, they usually think about assets.

The family home. Investments. Super.

But there's something just as valuable that's often overlooked.

The conversations.

Sharing your wishes with your family while you're still able can help prevent confusion and misunderstandings later.

Estate planning isn't just about passing on your assets. It's about passing on your intentions.

Open conversations can give your family greater clarity, reduce the chance of conflict and make an already difficult time a little easier.

If it's been a while since you've reviewed your estate plan - or had these conversations with your family - we're here to help you get started.

Explore our approach to estate planning 🔗 https://evalesco.com.au/about-us/?utm_source=Social+Network&utm_campaign=August_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

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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