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Client success stories

We love working closely with our clients to help them achieve not just their financial goals, but also their personal goals. These are often centered around improving their health and happiness. Carol is one of our wonderful clients who has done just that. She had a dream of fitting back into her size 10 jeans and we spoke to her about how she achieved her goal.

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Each year the Evalesco family helps clients reach goals to be able to retire with peace of mind, go on holidays and even buy their dream home. With that in mind, we thought it might be nice to share some of these stories with you. Our clients Diana and Alex had a dream of owning a property in the Southern Highlands and we spoke to them on how they reached their goal.

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Our team regularly hear stories from our clients that are about adventure, experiences and true down time, and we thought it might be nice to share some of them with you. One client of ours, Sarah, has built up something of a reputation for being an explorer and real adventurer. 

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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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As a high income earning executive, currently single yet indecisive about any future plans for starting a family, this client’s challenge was based around financial flexibility.

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Matt was earning a good salary and Nicole had just returned to work after their youngest child had started school. They were paying off a mortgage and had no other debts.

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Both James and Alice are highly ambitious with big personal goals. They recently purchased their first home and have a large surplus income, they want to be in the position

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