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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

We share in this article the Portfolio Managers that were announced as finalists for the 2021 Morningstar Australia Awards. Click here to read more.

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Last week, our Director and AAN Investment Committee Member, Marshall Brentnall was interviewed by IFA Magazine about the evolution of ethical investing in advice. Click to tune into the podcast as seen on the IFA website.

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As significant movements in markets can throw the pre-determined balance of stocks and bonds in any portfolio out of whack, it is essential to rebalance as Jeff explores in this blog. 

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