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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
Together Australia Partners

The team at Evalesco have partnered with over 418 companies to be a part of the ‘Together Australia’ campaign. The website provides a content hub that has been designed for Australians whose finances have been hit by the strange times we are now living in.

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The Professional Advantage

ASIC released a paper last month warning of the risks of day trading stocks for retail investors. The report found that “some retail investors are engaging in short term trading strategies and are unsuccessfully attempting to time price trends”. Which means many amateur investors are losing a lot of money. What do successful professional investors do differently? Click here to find out.

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Open house

Ever wondered what's next once you're saved for that home deposit? Our adviser Mia shares, the steps it takes to find that dream property. Prepare for the excitement, the disappointment and the emotional rollercoaster of attending open homes and auctions. Continue reading here.

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