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Thoughts

There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money, not simply how much it makes. In our latest blog we explore the rise of sustainable investing in more detail.

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Last night our Federal Treasurer Josh Frydenberg, released the Governments 2020-21 Budget which outlined Australia's economy recovery plan to create jobs, rebuild the economy and secure our country's future.  

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Thinking of starting a family? Do you want your children to be financially secure when they turn 18? Planning on leaving a gift for your grandkids when your gone? There are a lot of common questions asked by clients when thinking of contributing financially to their kids. This blog explores the options from bonds and term deposits to shares, property and super.

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A question commonly asked by our clients is explored by our adviser Kathryn in our latest blog. This year we have been faced with significant health risks and changes to family life due to COVID-19, it is important to understand how your loved ones will be looked after should something happen to you.

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Many Australians choose to buy their life insurance through superannuation and doing so could help with affordability and a guarantee of cover, but it can be a compromise solution. It’s also important to note that seemingly innocuous life events may impact the level of cover provided by life insurance through superannuation.

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In this month's webinar Jeff and Marshall spoke about the 8 steps for financial success that have served our clients well over time. They shared these simple, but effective, steps, and discussed how they are as important and relevant as ever.

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Tax time can be stressful, but there are simple things you can do to make filing your return feel less daunting when the time comes around. Here are some of the steps you can take year-round to help you prepare for tax time.

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You have worked hard for the life you love, so it’s important to understand the best way to protect it. Health Insurance and Life Insurance are two options that you may be considering, and trying to determine whether they are right for you.

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Together Australia Partners

The team at Evalesco have partnered with over 418 companies to be a part of the ‘Together Australia’ campaign. The website provides a content hub that has been designed for Australians whose finances have been hit by the strange times we are now living in.

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