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Evalesco Financial Services

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Sydney, NSW
Evalesco Financial Services

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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 🌱

01/11/2026

Retirement still feels a long way off? That might actually be good news for your super.

When you’ve got 10, 20 or even 30 years ahead of you, even small decisions have more time to add up.

And that time is valuable.

You can use it to check where your super is invested, review the fees you’re paying, look at your insurance and make sure your strategy still makes sense for where you’re heading.

Often, it’s simply about making an active decision rather than letting your super tick along in the background.

So, when was the last time you gave your superannuation a little attention?

Follow the link to learn more. Your future self will thank you 🔗 https://evalesco.com.au/services/?utm_source=Facebook&utm_medium=Post&utm_campaign=nov_2026

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

30/10/2026

When a family needs to consider aged care, finding the right home is often the first priority.

Then comes the financial side.

What will it cost? What government support may be available? How will existing assets and income fit into the picture?

They’re important questions to work through, especially when a family is already dealing with a health event or major life change.

That’s why having the conversation earlier can help. It gives you more time to understand the options, talk about what matters to your family and work through the financial implications.

If aged care became a possibility for your family tomorrow, would you know where to start?

We can help you start the conversation. Explore how 🔗 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.

29/10/2026

Where is your money going?

For high-income earners in particular, cash flow can easily fall down the list when work and life get demanding.

Before long, your money's heading in different directions, and you're not sure it's going where you want it to.

Blake suggests looking at it from a different angle.

'The message that I want to communicate to my clients is getting an understanding of where your money's going, but also telling your money where to go as opposed to trying to think about where it went.'
- Blake Cullen, Senior Financial Adviser, Evalesco

That shift can change how you think about your money - from looking back at where it went to making more deliberate decisions about where you want it to go.

Does this sound like you? Learn more about financial planning for high-income earners 👉🏻 https://evalesco.com.au/life-stages/high-income-earners/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

27/10/2026

Super and investments outside super can play different roles in your financial strategy.

And building wealth doesn’t necessarily mean choosing one over the other.

Super is designed for retirement and can offer tax advantages, but there are rules around contributions and when you can access your money.

Investments outside super can provide greater access to your money, which may be important if you have goals you want to achieve before retirement.

For example, if you’re planning to finish full-time work before you can access your super, other investments could help fund those years.

That’s why it can be useful to look at the different pieces together, rather than treating them as completely separate.

The right mix will depend on your goals, timeframe, tax position and how much flexibility you need.

Want to understand how super and other investments could work together in your strategy? We’re here to help 🔗 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.

26/10/2026

Estate planning isn’t only about what happens after you die.

It’s also about what happens if you’re still here, but unable to manage your finances yourself.

The mortgage still needs to be paid. Bills still arrive. Investments and property may still need attention. Important financial decisions may still need to be made.

That’s why choosing a suitable power of attorney can be an important part of your estate planning.

It’s a decision worth giving careful thought to. You’re choosing someone who may need to make significant financial decisions on your behalf if you’re unable to make them yourself.

Would someone you trust know what to do with your financial affairs if you couldn’t manage them?

Reach out and let’s start the conversation about creating a more complete estate plan 🔗 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.

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.

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

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

https://linktr.ee/evalesco_advice

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