fbpx
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.

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
Thoughts

When it comes to getting financial advice, it's imperative to find someone you trust. Once you have decided to consult a financial adviser, we share some tips to help you with this process. 

Read More

Given the year that we have had, for the AAN Growth Model to be currently sitting at 13.68% for the last 12 months, and the AAN Core Model at 11.45%, is something our team are particularly happy with. These results are based on a variety of factors, including some of the decisions the Investment Committee and the underlying fund managers have made, along with market movements and momentum.

Read More

2020 has been an interesting and challenging year. While we can talk about bush fires, COVID-19, Australian State and United States elections, the real story is the impact of a rapidly changing world on the various generations and how that will play out in the coming years. 

Read More
CALL US TODAY