Practical tips, insights and articles to help you build a healthy, wealthy and happy life

INSIGHTS WITH EVALESCO

Our latest perspectives on the topics that may impact you, helpful tips and news from our team

Podcast

Ep 47 – Why early financial confidence matters for young women

Building financial confidence starts early and is shaped by attitudes, conversations and emotional experiences with money. This discussion highlights practical ways to support financial literacy across different ages, showing how confidence leads to independence, informed decision‑making and a more fulfilling life.

Insights

When family members disagree about aged care: what to do next

When aged care decisions involve the whole family, different views can quickly make an already emotional time feel even harder. This article looks at how to keep the older person’s needs and wishes at the centre, separate facts from assumptions, compare realistic care options, and create a shared action plan that helps everyone move forward with more clarity and confidence

Insights

Creating freedom through financial clarity

Financial wellbeing is not about being perfect with money. It is about creating enough clarity and structure to make confident decisions, reduce stress and focus on what matters most. This article looks at simple habits around cashflow, spending and saving, and how small, intentional steps can help your money feel more purposeful over time

Podcast

Ep 46 – The Biggest Money Decisions We See at 40, 50 and 60 – And How to Get Them Right

Key financial decisions evolve through your 40s, 50s and 60s. This conversation focuses on insurance, cash flow and retirement planning, highlighting the value of proactive strategies built around personal goals and life circumstances to support better decision making over time.

Podcast

Ep 45 – The Millionaire Next Door: Stories from Quietly Successful Clients

Exploring the concept of humble wealth and long-term financial planning through real client stories, emphasising that wealth doesn't need to be ostentatious to be meaningful and sustainable.

Podcast

Ep 44 – Designing Your Healthy, Wealthy & Happy Week

Practical strategies for reducing financial stress and building confidence with money. This conversation focuses on cash flow awareness, tracking expenses, and purposeful cash buckets to bring clarity to everyday decisions. Small, consistent changes can make a meaningful difference and help you take control of your finances.

Podcast

Ep 43 – Market Volatility Explained: Why we Don’t Panic (And You Don’t Need to Either)

Market volatility is a natural part of investing. This discussion explores why volatility happens, how portfolios can be designed to withstand market fluctuations, and the importance of discipline during uncertain times. It also looks at the common mistakes investors make when emotions take over, reinforcing the value of staying connected to long-term goals and advice.

Insights

Has Australia’s housing market reached a turning point?

With housing values softening across much of Australia, many are questioning what comes next for property. We explore the factors influencing today's market, what they could mean for homeowners and investors, and why a long-term financial strategy remains important.

Insights

Why your investment strategy should evolve with you

Discover how to align your investment portfolio with your life priorities for better financial outcomes.

Podcast

Ep 42 – Aligning Your Portfolio with Your Life Goals: A Practical Guide

Aligning money with life priorities is central to long term investment success. This conversation focuses on building purposeful portfolios that reflect real goals, timeframes and behaviours, helping investors stay confident, diversified and disciplined as life and markets change.