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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

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.

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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.  

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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.

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