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Client success stories

We love working closely with our clients to help them achieve not just their financial goals, but also their personal goals. These are often centered around improving their health and happiness. Carol is one of our wonderful clients who has done just that. She had a dream of fitting back into her size 10 jeans and we spoke to her about how she achieved her goal.

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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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Our team regularly hear stories from our clients that are about adventure, experiences and true down time, and we thought it might be nice to share some of them with you. One client of ours, Sarah, has built up something of a reputation for being an explorer and real adventurer. 

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Thoughts

Perpetual’s Michael O’Dea believes there are four key themes that will define the next 10 years for investors. They are the technology revolution, the response of policy makers to the current pandemic, the China/US relationship, and how investors are positioned. Click here to read more.

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The current isolation measures have presented a great opportunity for us to work on ourselves. We can actively spend quality time in setting up our financial plans for the future, despite what the media is reporting to us. Read more to kick-start your journey in establishing your personal economy.

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Wanting to pay off the home loan sooner is one of the most common goals we hear from clients. And lenders are lining up to convince you that they can help – offering eye-catching interest rates, cash rebates to refinance, lower fees, and other ways to ‘help you save’. It is easy to get caught up in the noise, but it pays to read the fine print when it comes to your loans (and get advice).

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