Evalesco Financial Services - Sydney (NSW)

James Dawkins Luke has been providing me with financial advice for over 5 years, during this time Luke and the team have always been responsive and professional in providing personalised advice that takes my families individual position into account. Over the years I have very confidently recommended Luke to my family and friends. In each instance I have received feedback that the experience they had was very positive and helpful in providing them with strategies to improve their financial position as well as setting up a retirement plan that gives them comfort and confidence. Luke and his team are a real asset to our local community when it comes to financial planning.

Zandra Duncan Have been with Horvats for more than 12 years. Subsequent to our first meeting at an information evening, a private confidential no obligation meeting was arranged. Since then, we have had excellent advice and have financially maintained a lifestyle we outlined to Rick Horvat at that time. For a set annual fee, Rick is contactable at anytime should you have a query about anything. We live 200kms from Melbourne. We have never waited more than 24hours for a reply (with complete details) to our questions. Horvats small team are excellent at what they do.

Li Charles has been providing ongoing advice for us. He helped us set up SMSF and steered us towards the right direction for a (hopefully) comfortable retirement. He is very professional, diligent, patient and responsive. We know that we can always turn to Charles for assistance and can always rely on him. Many thanks Charles!

Andy Wang Libby has been absolutely amazing to work with! From the very start she made the whole process so much easier and stress-free. She really took the time to understand my situation, answered every question with patience, and always kept me updated so I never felt in the dark. What stood out most is how much she genuinely cared — I never felt like just another client. Libby went above and beyond to make sure everything went smoothly and that I felt confident every step of the way. I honestly couldn’t have asked for a better broker. Thank you so much, Libby, for your support, kindness, and all the effort you put in to get the best outcome for me. You’ve made such a difference and I’m so grateful! If you’re looking for someone who is knowledgeable, reliable, and genuinely committed to your success, I couldn’t recommend Libby more highly. She made what could have been a daunting experience an absolute breeze.

Kim Jephcott Professional and exceptional advice delivered by an experienced and dedicated team - I can highly recommend Frank and Frances and the FMA Wealth team