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Client success stories

Olivia is a good saver, she has built up equity in home but is just too busy running a small marketing business to focus on her personal health, wealth and happiness.

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Nick & Lauren were fortunate to receive an unexpected inheritance. They didn’t want to blow it or abuse their good fortune so they sought financial advice.

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With a rapidly growing business in its infancy, inadequately structured for growth and tax effectiveness, existing shareholder agreements incorrectly executed.

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Thoughts

There is a sense of déjà vu as investment markets kicked off 2020 with broad rallies across all major asset classes, just like 2019. This continues a stellar run of returns for the AAN Model portfolios. We remain cautiously optimistic based on positive global economic developments, while being mindful of the impact of events closer to home.

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There are several different ways you can manage your money as a couple, it’s just a case of finding the method that suits you both and the stage of your relationship.

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Each year the Evalesco family helps clients reach goals to be able to retire with peace of mind, go on holidays and even buy their dream home. With that in mind, we thought it might be nice to share some of these stories with you. Our clients Diana and Alex had a dream of owning a property in the Southern Highlands and we spoke to them on how they reached their goal.

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