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Meet our clients living the ‘healthy wealthy happy’ life today

SUCCESS STORY

Feeling more in control
by Marshall Brentnall | 19 February 2018

What were their challenges?

When Hannah came to us, she was living in her home in Milsons Point, had some equity but also had a series of poorly performing and overly complex investments. Hannah wanted to get back to basics, ensure that she understood where her money was going, and invest wisely.

What did they overcome?

Lack of experience in dealing with large sums of money, lack of financial confidence.

How did I help?

Education, moved slowly, invested the money wisely, and encouraged her not to make big changes in the short term. Now she has grown the inheritance, helped her adult children, travels widely and is about to start a very comfortable and confident retirement.

What did they learn that I can share?

Learn as much as you can, don’t make rash decisions, but be more confident.

HOW WE HELPED IN PARTICULAR

Educated Hannah on investing
Implemented an investment strategy
Finalised the retirement strategy for Hannah

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Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800

Evalesco Financial Services Pty Ltd is a Corporate Authorised Representative (325313) of Australian Advice Network Pty Ltd.

ABN: 13 602 917 297 AFSL: 472901