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What do you want your money to make possible after work?
That question gives your retirement plan somewhere useful to start.
Evalesco can help connect your super, investments, tax, estate planning and future income to the life you want, based on your circumstances and the advice you agree to receive.
Tap through to see how the retirement-planning conversation works, then complete the short form if you'd like to talk it through.
This is general information only. It doesn't take your personal circumstances into account.
What does your super need to support once work becomes optional?
The balance has a job to do alongside the income you need, the choices you want to keep and the other parts of your financial life.
Evalesco can build a personalised retirement plan that connects those decisions, then help you understand which ones deserve attention.
Tap through to see the plan we mapped out. If it feels relevant, complete the short form beneath the video.
This is general information only. It doesn't take your personal circumstances into account.
If retirement is getting closer, which financial decision needs your attention now?
One household might need to look at super contributions, while another could need to work through future income, investments or estate planning.
Evalesco's planning process starts with your goals and current position, then works out the priorities before a strategy is recommended.
Tap through to see how that process could look for your retirement, then complete the form if you'd like a conversation.
This is general information only. It doesn't take your personal circumstances into account.
What if you and your partner picture retirement differently?
That's a useful conversation to have while there's still time to make choices.
Evalesco can help put both sets of goals on one page, show how the financial decisions connect and build a plan around the life you're working towards together.
Tap through to see how the retirement-planning conversation works. Complete the short form if you'd like to discuss your own situation.
This is general information only. It doesn't take your personal circumstances into account.
Plans change. Work might finish earlier, family priorities can shift, and spending plans rarely stay fixed forever.
When that happens, your retirement plan may need another look.
Evalesco's published process includes ongoing advice, so the plan can be reviewed as your circumstances change and the next decision becomes clearer.
Tap through to see the retirement plan we've mapped out, then complete the short form if you'd like to explore the next step.
This is general information only. It doesn't take your personal circumstances into account.
# A retirement plan built around the life you want
If you're approaching retirement, the real question is usually bigger than a super balance.
You want to know what life after work can look like, which choices you can keep open and what needs attention while you're still earning.
Evalesco helps high-income earners and established households build a personalised retirement plan that connects superannuation, investments, tax, estate planning and future income around their goals.
If that sounds useful, complete the short form just below this video. Answer each question with the information you have, and depending on your situation, you may be invited to book a conversation with the team.
This video gives general information. It doesn't take your personal circumstances, objectives or needs into account.
Retirement planning can feel complicated because one decision changes another. Extra super contributions can affect the money you have available now. Investment choices affect the income and flexibility you may have later. Estate planning, protection and family commitments can also change what a comfortable retirement needs to support.
The useful starting point is the life you want after work.
Some people want to travel more. Others want time with family, a gradual move away from work or the confidence to make a large decision without weakening the rest of the plan. Your version may be completely different.
Evalesco's published financial-planning process gives those conversations a practical order.
The team begins with discovery and goals planning, so there's a clear picture of your priorities and where you're starting from. Analysis then looks at the relevant parts of your financial position. Strategy brings the options together, and recommendations are discussed before anything is implemented. Where ongoing advice is agreed, the plan can be reviewed as your circumstances change.
That work can cover superannuation, investments, tax planning, estate planning, protection, lending and retirement income. Which parts apply depends on your situation and the advice scope you agree with Evalesco.
The firm says it has supported its community for over 20 years and empowered over 1000 families through financial advice. Those figures don't promise a result. They do show that the team has spent a long time helping households work through these decisions.
You may already have an accountant, a super fund or an investment platform. Those relationships can still be useful. A retirement plan has a different job: connect the decisions, show the trade-offs and keep them tied to the life you're working towards.
You also don't need to be retiring immediately. Starting earlier can give you more room to understand the choices ahead, even if the final dates or priorities change.
If you're comfortable managing investments yourself, the planning conversation can still be about the wider picture. The useful question is whether your current decisions support the income, flexibility and family commitments you expect after work.
And if you're worried about generic product advice, ask how the process works. Evalesco publishes a clear sequence from goals and analysis through strategy, implementation and ongoing advice. The recommendations still need to suit your circumstances.
Complete the short form below this video and share the information you have. Depending on what you tell us, you may be invited to book a conversation with the team about your retirement plans.
The form is the first step. It helps the team understand what you're working towards and whether a conversation makes sense.
This is general information only. Before acting, consider whether you need personal financial advice that takes your objectives, financial situation and needs into account.
Thanks for booking a conversation with Evalesco.
You're probably here because retirement is getting closer, or because one of the decisions around it has become harder to ignore. The team will use the conversation to understand your priorities, your current position and which parts of your financial life may need to be considered together.
You don't need to arrive with a finished plan. Have the main question you want answered, a rough idea of when you would like work to become optional and any financial decisions that may connect to it.
We'll send a few short emails before the call. They'll help you think through the information that may be useful and the questions worth bringing.
There are also a few short videos below. Watch the ones that feel relevant, because that means the conversation can spend less time on the basics and more time on your situation.
One of our advisers will take it from there. We look forward to speaking with you.
People often ask whether retirement planning is mainly about superannuation.
Super is important, and the wider plan may also need to consider investments, future income, tax, estate planning, protection, debt and family commitments. Which parts apply depends on your circumstances and the advice scope you agree to.
The useful job is to connect the relevant decisions to the life you want after work. Bring any area that feels unresolved to the conversation, even if you're unsure whether it belongs.
You don't need to know the exact date you'll stop work.
It helps to have a rough window and an idea of whether you want to stop at once, reduce your hours or keep working by choice. The team can then understand the flexibility you want and which assumptions need more work.
If your timing changes later, the plan can be reviewed. The first conversation is about understanding the choices without forcing a date before you're ready.
Start with the question you want answered.
It's also useful to know roughly what super accounts, investments, property, debt and regular commitments are part of your financial life. You don't need to recite every figure from memory, and the team can tell you which documents are needed if the conversation moves forward.
If a partner is part of the plan, bring their priorities and questions too. That helps the adviser understand the household rather than only one set of numbers.
Evalesco publishes a six-step financial-planning process.
The early work covers discovery, goals and analysis. If advice is appropriate and you choose to proceed, strategy and recommendations are developed and discussed before implementation. Ongoing advice may follow where it's agreed and suitable.
The exact scope, documents and fees depend on the work involved. Ask about any part of the process that you want to understand before making a decision.
That's common.
An accountant, super fund or investment platform may already handle useful parts of your financial life. A retirement-planning conversation has a wider job: understand how the relevant decisions affect one another and whether they still support your goals.
Bring the details of those existing relationships to the call. The adviser can then understand what's already covered and where a separate planning question may remain.
What would you like retirement to make possible?
Hi there,
Before our conversation, spend a minute on the life you want after work.
You might care most about time with family, travel, a gradual step away from work or simply knowing which choices are realistic. There isn't a correct answer. We need to understand your priority.
Bring that question to the conversation and we'll use it to keep the financial detail relevant.
Regards,
The Evalesco team
Which retirement decisions are still separate?
Hi there,
It helps to have a rough list of the decisions already on your mind.
That may include superannuation, investments, future income, tax, estate planning, debt or support for family. You don't need every statement or a finished spreadsheet for the first conversation.
Write down the moving parts and any decision that feels unresolved. That gives us a useful place to start.
Regards,
The Evalesco team
When would you like work to become optional?
Hi there,
You don't need a fixed retirement date before we speak.
It's still useful to think about when you'd like work to become optional, whether you expect to stop at once or ease back, and what could change that timing.
Those answers help turn retirement from a vague future event into a set of choices we can discuss.
Regards,
The Evalesco team
What do you need to understand before going further?
Hi there,
Financial advice should be clear enough to question.
Bring anything you want to understand about the process, possible scope, documents, fees or who would be involved. The first conversation is the right place to work out what information is needed and what a sensible next step could be.
Regards,
The Evalesco team
Your retirement conversation is coming up
Hi there,
You don't need to arrive with a finished plan.
Have your main retirement question, the rough timing you have in mind and a list of the financial decisions that may connect to it. If a partner is part of the plan, bring their priorities too.
That's enough for a useful first conversation.
Regards,
The Evalesco team
General information only. Any personal advice should take your objectives, financial situation and needs into account.
What should your retirement plan support?
Most retirement conversations become technical very quickly.
Super balances, investments and tax all have a job. They need to support the life you want after work.
Write down the choices you want your money to keep open. Travel, family time, a gradual move away from work or a change of home might be on the list. Your version can be different.
Once the life is visible, the financial decisions have something useful to work towards.
What does your super need to do later?
A super balance doesn't explain the retirement it needs to support.
The useful questions are about future income, spending, flexibility and the other assets or commitments around it. Two households with the same balance can need very different plans.
That's why superannuation strategy belongs inside a wider retirement conversation.
Which financial decision can wait?
Information overload often makes every decision feel urgent.
A planning process should do some sorting. Your current position, goals and timing help identify what deserves attention now, what needs more information and what can wait.
That can be more useful than collecting another list of products or predictions.
Do you picture retirement the same way?
Couples don't always want the same thing from retirement.
One person may want to stop work earlier. The other may prefer to keep working, travel differently or hold more money in reserve. Those differences are useful planning information.
Put both versions on the table. A shared plan is clearer when it shows the trade-offs instead of hiding them.
Has anything changed since the plan was made?
Retirement plans are built with today's information, and life keeps moving.
Work can finish earlier, family commitments can change and spending priorities can shift. Investment markets move too, although a review can't promise what they will do next.
If a material part of your life has changed, it may be time to check whether the plan still reflects it.
Talk to Evalesco about a retirement plan built around your current goals and circumstances.
General information only. Any personal advice should take your objectives, financial situation and needs into account.
Every asset above plugs into one place in this flow. Once it's running, the only thing you see is qualified bookings on your calendar.
We handle every piece of the build, deployment, and the first 30 days of campaign management. You film, we run.
If yours isn't here, it's the first thing we'll cover on the call.
