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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

When taking out a life insurance policy, it’s important to consider who should be your life insurance beneficiary and the role they play. 

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A common misconception about Income Protection insurance is that it’s only for high income earners, but this isn’t the case. 

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Find out in this blog how getting out in the natural landscapes of the great outdoors is an essential component in maintaining your health and wellbeing.

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