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Client success stories

Marshall has helped yet another #evalescoadvice client understand their position after they were concerned that they were paying too much in fees.

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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.

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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%.

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Thoughts

A question commonly asked by our clients is explored by our adviser Kathryn in our latest blog. This year we have been faced with significant health risks and changes to family life due to COVID-19, it is important to understand how your loved ones will be looked after should something happen to you.

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Many Australians choose to buy their life insurance through superannuation and doing so could help with affordability and a guarantee of cover, but it can be a compromise solution. It’s also important to note that seemingly innocuous life events may impact the level of cover provided by life insurance through superannuation.

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In this month's webinar Jeff and Marshall spoke about the 8 steps for financial success that have served our clients well over time. They shared these simple, but effective, steps, and discussed how they are as important and relevant as ever.

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