Marshall has helped yet another #evalescoadvice client understand their position after they were concerned that they were paying too much in fees.
Read More
After 12 months Jeff's clients purchased their first investment property. The team helped them find the perfect property through the extension of pre-approvals, an introduction to a property agent and lots of motivation to ensure that we all kept the end goal in sight and were ready to go once they found the property for them.
Read More
Jules was thrilled to help Danielle and Tanya with the purchase of their new Sydney dream home. By creating a structure that allowed them to use the equity in their existing CBA loan towards their new property they were able to save $88,000 over the life of the loan with a refinance and a rate reduction by almost 0.70%.
Read More
There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply how much it makes. In our latest blog we explore the rise of sustainable investing in more detail.
Read More
Last night our Federal Treasurer Josh Frydenberg, released the Governments 2020-21 Budget which outlined Australia's economy recovery plan to create jobs, rebuild the economy and secure our country's future.
Read More
Thinking of starting a family? Do you want your children to be financially secure when they turn 18? Planning on leaving a gift for your grandkids when your gone? There are a lot of common questions asked by clients when thinking of contributing financially to their kids. This blog explores the options from bonds and term deposits to shares, property and super.
Read More
