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

SUCCESS STORY

Tanya & Danielle turned a dream into reality
by Jules Knox | 18 August 2020

“We were both impressed how quick the team were able to get our home loan application lodged and approved, thank you”.

Part of the #evalescoadvice process is to do a health check on all our clients home loans, and when clients Tanya and Danielle told us they had decided to purchase their dream home in Sydney their adviser Jules was thrilled to help. She created a structure that allowed them to use the equity in their existing properties towards their new home, secured the best available rate for their new home loan, and was able to save them over $88,000 over the loan term by refinancing their other loans to a new lender, by reducing ongoing fees and saving 0.7% on their interest rates.

If you wish to talk to one of our advisers about your property needs call us today 9232 6800.

HOW WE HELPED IN PARTICULAR

Completed an Evalesco Health Check on their finances
Completed a home loan application
Refinanced existing home loans
Saved $88,000 over the loan term
Saved 0.7% on their interest rates

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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