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Thoughts

There is a sense of déjà vu as investment markets kicked off 2020 with broad rallies across all major asset classes, just like 2019. This continues a stellar run of returns for the AAN Model portfolios. We remain cautiously optimistic based on positive global economic developments, while being mindful of the impact of events closer to home.

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There are several different ways you can manage your money as a couple, it’s just a case of finding the method that suits you both and the stage of your relationship.

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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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Although the First Home Loan Deposit Scheme has good intentions - assisting first home buyers who don’t have the required 20% deposit to borrow more - it comes with some big limitations as well.

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The RFS and the South Coast communities have endured a horrid time over the festive season. As my way to make an active contribution to the relief effort for the South Coast, I am going to test my resolve to the maximum and run for 21km in support of Relief Run 2020.

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From our goals, to our finances, to our health, there’s so much to be gained in checking in regularly to make sure everything’s tracking well.

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Each month in our newsletter we share a client story. Usually it's of success or achieving goals or the value of advice. This month it's a bit different, with the bushfires devastating so much of our country we thought we'd share a personal account written by our client Tim Lee.

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Leading into Christmas, I must admit that 2019 has a very different feel about it than 2018. The actions of our investment committee, investment managers, in conjunction with broad rallies across markets have allowed us to deliver a 12-month return of more than 24% for the AAN Growth Model before fees. If you were to log onto your account today, I would expect that for most of our clients, the numbers would be quite positive.

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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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