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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When it comes to getting financial advice, it's imperative to find someone you trust. Once you have decided to consult a financial adviser, we share some tips to help you with this process.
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Given the year that we have had, for the AAN Growth Model to be currently sitting at 13.68% for the last 12 months, and the AAN Core Model at 11.45%, is something our team are particularly happy with. These results are based on a variety of factors, including some of the decisions the Investment Committee and the underlying fund managers have made, along with market movements and momentum.
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2020 has been an interesting and challenging year. While we can talk about bush fires, COVID-19, Australian State and United States elections, the real story is the impact of a rapidly changing world on the various generations and how that will play out in the coming years.
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