Frequently asked questions

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Location
Qualifications
Fees
First appointment
Financial Services Guide

Location

Where is your office?
Our office is at Level 2, 261 George Street, Sydney. We are on the corner of Jamison Street,
across the road from Australia Square.

If you are driving:
If you are feeling lucky, there is two hour meter parking on Jamison Street and Harrington Street.
Alternatively, below are details of the closest parking stations:

• 11 Jamison Street (note, Jamison Street can only be accessed from George Street)
• 121-127 Harrington Street
• Wynyard Lane
• 259 George Street (entry via Lang Street)
• Bond Street

If you are coming by public transport:
We are within walking distance of Wynyard and Circular Quay train stations.

Qualifications

Are you a member of the Financial Planning Association?
Yes. All of our financial planners are members of the Financial Planning Association, which means we are bound by a code of ethics and high professional standards, over and above that required by law. We are also members of the Association of Financial Advisers.

Are you Certified Financial Planners?
Yes. Jeff and Marshall are both Certified Financial Planners (CFP).
The CFP Mark is awarded to individuals who have gone beyond the competency, ethics and professional practice standards required of other FPA practitioner members. Each year CFP professionals must renew their right to use the CFP Mark.

Who owns your business?
We do. Evalesco Financial Services is a boutique financial planning company, privately owned by Directors, Jeff Thurecht and Marshall Brentnall.

Neither Evalesco nor PIS are owned by or aligned with any major financial institutions or product providers. This allows us the freedom to recommend the solution and/or provider that best meets your needs.

Fees

How do you charge for your services?
Your first appointment is at no cost to you and is obligation free. At the end of that meeting when we know more about the services you might require, we will provide you with a guide to our fees. Evalesco uses the industry's preferred 'fee for service' model which includes three separate fees:

Plan Preparation Fee
This fee covers the cost of:

• collecting all of the information we need to understand your financial situation
• preparing a Statement of Advice (SoA) tailored specifically for you. Your SoA will detail the strategy we have designed to achieve your financial objectives and any product recommendations.

Implementation Fee
Your SoA will explain our Implementation Fee which covers the implementation of your financial strategy. We will let you know all the costs and sources of potential income arising from your financial plan, including if payments are received from the providers of any products recommended to you.

Ongoing Service Fee
This fee is paid each year (but may be collected monthly, quarterly or annually) and covers ongoing maintenance of the plan. Included in this is an annual review (as a minimum), as well as regular communication (newsletters etc), invitations to events that we believe may interest or help you, and portfolio specific information. We will also act as your financial 'coach' helping you understand the strategy we have created, encouraging you to be accountable for your spending and saving, and keeping you focused on your goals.

How will I know exactly what services you will provide?
Our service wheel shows you all of the services that we are licensed to provide.
Just because we can offer them all, doesn't mean you need them all.

Once we have met and discussed your financial position and objectives, we will prepare your Statement of Advice (SoA). This is your personal financial plan which will explain each of the services you require to fulfil our strategies and recommendations.

First appointment

How long will my first appointment take?
This appointment should take around an hour. It is an opportunity for you to find out more about
Evalesco Financial Services and for us to find out more about you and your financial goals.

What should I bring to my first appointment?
The more information you can give us, the more effective our advice will be.
Please bring along as many of the following items as you can:

• your most recent loan statements
• your most recent superannuation statement
• details of existing investments
• details of existing insurance (including any income protection provided by your employer)
• your most recent group certificate or payslip
• cashflow summary or budget
• the Client Snapshot that we sent you, if you haven't already sent it back to us.

Now that you have made an appointment with us, your mind might start churning out some questions – about us, about your situation, about lots of things! Make sure you write them down and bring them along. Or if the question is causing you to lose sleep, give us a call on 9252 6800 before your appointment.

Financial Services Guide

May I have a copy of your Financial Services Guide?
Sure. Click here to download a copy. If you would prefer a hard copy, please call us on 02 9252 6800 or email your address to advice@evalesco.com.au.