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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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Kristi was thrilled to help clients George and Sophia review their loans. Rates ranging from 3.39% to 4.79% across 8 loans with three different banks saw a great opportunity to get them a better outcome. Lower interest rates and fees, and a restructure for cashflow resulted in savings of over $17,500 per year, and close to $440,000 over the loan term.

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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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