Our services

We will help you identify your priorities and timeframe, but you always have the final say.

Your personal strategy

We use everything we know about you to prepare your financial plan that will achieve your goals, within your timeframe, comfort level and budget. You might also hear your financial plan referred to as a Statement of Advice (SoA).

Your financial plan will explain in detail the solutions we recommend for you. Depending on your needs, your financial plan might include one, some or possibly all of our services.

Services available to you

Let us explain our services diagram to you a layer at a time.

With everything we do, you are the centrepoint of all activity. No matter what, we make sure that the overall strategy is always focused on you.

The middle layer shows you the comprehensive range of advice and services we offer.

The outer layer shows the specialists ordinarily required to implement specific services. At Evalesco, we are able to fulfill many of these roles ourselves. We also have a trusted network of professionals we can call on where we believe it will benefit you.

It’s your choice

You are in control. Just because we can do everything shown in the services diagram, doesn’t mean we have to. You set your priorities, and we’ll work towards achieving them. You set your timeframe, and we’ll work within it. Of course, we can help you identify your priorities and timeframe, but you always have the final say.

GENERAL ADVICE WARNING
The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services (PIS) Authorised Representative before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Professional Investment Services nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.