Client success stories

Olivia is a good saver, she has built up equity in home but is just too busy running a small marketing business to focus on her personal health, wealth and happiness.

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Nick & Lauren were fortunate to receive an unexpected inheritance. They didn’t want to blow it or abuse their good fortune so they sought financial advice.

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With a rapidly growing business in its infancy, inadequately structured for growth and tax effectiveness, existing shareholder agreements incorrectly executed.

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Thoughts
Do you know where most of your money is going?

Mindful spending doesn’t need to be onerous nor does it need to be approached from a place of frugality. It’s all about being aware of what you spend your money on and directing it towards your future rather than just immediate consumption. 

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For me, retirement is not a personal goal. But eventually, I want to be in a position where I can make work optional. 

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This week at Evalesco, we were fully expecting a Labor party led by Bill Shorten to be heading to the lodge, as was the broader community and investment markets.  That meant for a considerable period of time we were mindful of what life after the election meant for you and your financial plans, as the proposed changes were very significant.

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