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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

We know life insurance can feel morbid and boring, but is a crucial component in your financial plan. We tackle six misconceptions to provide a better understanding on why you may need insurance and other important considerations to consider.

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The silly season can be a time of fun and frivolity, but it can also take its toll on our mental health. Spending time with or without family and friends, financial stresses, packed calendars and long to-do lists might seem overwhelming, and more stressful than day-to-day life.

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There are several simple ways to keep your Christmas budget from blowing out of control. For instance, a trusty savings plan and traditional lay-by services are two of the best ways to save money this Christmas. However, we’ve compiled a list of other tips and tricks that you may not have considered

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