About Evalesco Financial Services

The way we do things

First appointment

This meeting is an opportunity for you to find out more
about us and for us to find out more about you and your financial goals. If you decide you would like to go ahead, we will ask you to complete a form that provides us with all of the information we need to prepare a Statement of Advice (SoA).

Statement of Advice

A Statement of Advice is your personal financial plan
which provides the detail behind the strategies and recommendations that we have discussed. It will
generally take two weeks for us to prepare your SoA.

It is a weighty document, but it is important that you take the time to carefully read it to make sure that it is consistent with your views and reflects the information we discussed. If either your financial situation or your objectives have changed since our discussions, please let us know as this may have an impact on this advice.

We will also provide a copy of all of the Product Disclosure Statements for the products we have recommended.

All systems go

Once you approve your SoA, we will start implementing our recommendations. This may mean a few boring forms need to be completed. Don't worry too much, we will fill in as much information as we can for you. But we can't do the most important part – sign them!

Review

Now that the recommendations in your SoA have been fully implemented, they should be reviewed on a regular basis to ensure that they continue to meet your ongoing needs. We will let you know how regularly we need to review your plan.