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

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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I recently had the privilege of joining the AIA Vitality New Zealand team in Auckland and Hamilton to spread the message about the value advisers can bring to conversations about health and wellbeing, as well as the financial aspects of our client's lives. 

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