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B
3 years ago

I am pleased to have known and worked with both Je...

I am pleased to have known and worked with both Jeff and Marshall over the last 10 years. I can certainly attest to their professionalism, their commitment and their passion for the financial services industry and their desire to make a difference in their client s lives. The boys have worked hard at building an amazing team at Evalesco which is why the business is so well regarded within our industry. If you are looking for a financial adviser, I suggest you give them a call.

T
3 years ago

Kate from Evalesco contacted The Workshop Co about...

Kate from Evalesco contacted The Workshop Co about helping out with some digital design services and we were very impressed by the communication and professionalism from her and the team. A pleasure to work with and would highly recommend.

H
3 years ago

Everyone is time poor and choosing the right advic...

Everyone is time poor and choosing the right advice team is essential in helping you reach your long term goals and aspirations, as well as having peace of mind.
The team at Evalesco live by their "healthy, wealthy and happy" mantra and spend countless hours behind the scenes building an ideal community for their clients to maximise the probability of reaching their goals and providing much needed peace of mind.
This enables clients the ability to devote their time to other areas of life that matter to them. They are a first class team and true leaders in the financial advice industry.

M
4 years ago

I can't speak highly enough the Evalesco team. Je...

I can't speak highly enough the Evalesco team. Jeff, Marshall and Jules lead a wonderful group of people who treat each client with professionalism and provide fantastic advice and management. I wholeheartedly endorse Evalesco Financial Services.

M
4 years ago

I've worked with the team at Evalesco for about 10...

I've worked with the team at Evalesco for about 10 years now and have just signed the contract on my dream cottage near the sea - Jules and Kristi have worked wonders with my loans, making the process so smooth and low stress. I put pressure on them with short turnaround timings and they came through, allowing me to secure my property - so happy. Marshall has always been there to keep me on track with my plan so I could reach this goal - can't thank the whole team enough!

M
4 years ago

A great team who are always looking at new ways to...

A great team who are always looking at new ways to innovate what they do so they can help their community and their clients. They bring a refreshing and rare approach to business. I highly recommended you have these guys in your corner!

A
4 years ago

We have dealt with this team in relation to financ...

We have dealt with this team in relation to financial services and how they help their clients achieve there goals. They are actively looking to help their clients not just reach financial security but live better lives. I can certainly recommend their services.

S
4 years ago

I am grateful to have been recommended to Marshall...

I am grateful to have been recommended to Marshall and his team at Evalesco.

Their plans have allowed me to continue to include travel in my future plans as it's always been a huge part of my life. They have also saved me plenty on my home loan, encouraged me to start investing and I know that Marshall and Kristi always have my best interests at heart.

A professional organisation with staff that are always helpful.

M
4 years ago

Marshall and the team gave clear advice and explai...

Marshall and the team gave clear advice and explained the options and all outcomes in relation to our circumstances. They were understanding and professional in their manner and I would not hesitate to recommend them.

M
4 years ago

It s not often you come across a financial adviser...

It s not often you come across a financial adviser who provides incredible advice to his clients and equally comfortable on a stage speaking to hundreds of people about financial leadership.
And yet that s exactly what Marshall does (and he does it well).
The way he and the entire team at Evalesco operate with passion, professionalism and unwavering guidance for their clients should be what all in the financial advice industry strives for.

R
4 years ago

As a business associate with mutual clients, I hav...

As a business associate with mutual clients, I have found the Evalesco team to be of the highest integrity. I trust Evalesco to look after my clients' needs in all aspects of finance and wealth. Highly Recommended.

C
4 years ago

I have known Marshall and Jeff at both a personal ...

I have known Marshall and Jeff at both a personal and professional level for over 10 years and I would have no hesitation in recommending them to any potential clients. They are leaders in the industry and always place the interests of the clients first. With a dedicated, knowledgeable and friendly support team Evalesco is a business you can rely on.

A
4 years ago

Marshall and his team have provided me with timely...

Marshall and his team have provided me with timely advice in relation to my mothers superannuation when she went into a home... Im greatful for the excellent followup and ongoing communication. Highly recommended. Thanks Marshall !

K
4 years ago

I have been working with the team at Evalesco for ...

I have been working with the team at Evalesco for a few years now, and they have helped me put a plan in place to take care of my savings, super and insurances. We worked on a medium term goal to purchase my first investment property - which has just happened! Hooray! Marshall and Kristi have been a great support, they helped me settle in record time and found a way to save me over $10,000 in lenders mortgage insurance. This means 6 months of savings for me, so it was huge.
Thanks team, love your work.

About Evalesco Financial Services

Evalesco Financial Services is a leading financial planning association in Australia that offers a wide range of financial services to individuals and businesses. With years of experience in the industry, Evalesco has established itself as one of the most trusted and reliable names when it comes to financial planning.

At Evalesco, we understand that every individual or business has unique financial needs and goals. That's why we offer personalized solutions that are tailored to meet your specific requirements. Our team of experienced professionals works closely with you to understand your current financial situation, identify your goals, and develop a comprehensive plan that helps you achieve them.

One of our core services is SFP (Strategic Financial Planning). This service involves developing a long-term plan for managing your finances based on your current situation and future goals. Our team takes into account various factors such as income, expenses, investments, debts, taxes, insurance needs, retirement plans etc., to create a customized plan that maximizes your wealth potential while minimizing risks.

In addition to SFP planning services we also provide additional finance for business plans. We understand how challenging it can be for businesses to secure funding for their growth plans or expansion projects. That's why we offer flexible financing options that are designed specifically for small-to-medium-sized enterprises (SMEs). Whether you need funds for working capital or capital expenditure purposes - our team can help you find the right solution.

Another key service offered by Evalesco is CommSec Adviser Services which provides access to an extensive range of investment products including shares listed on Australian Securities Exchange (ASX), exchange-traded funds (ETFs), managed funds etc., all under one platform. This allows our clients easy access with transparency so they can make informed decisions about their investments.

At Evalesco Financial Services we believe in providing exceptional customer service at all times. Our team is dedicated towards ensuring complete client satisfaction by offering timely advice and support whenever needed.

In conclusion if you're looking for professional assistance with managing your finances then look no further than Evalesco Financial Services! We have the expertise and experience needed to help you achieve your financial goals while minimizing risks along the way!

Evalesco Financial Services

Evalesco Financial Services

4.9