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Thoughts

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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The Professional Advantage

ASIC released a paper last month warning of the risks of day trading stocks for retail investors. The report found that “some retail investors are engaging in short term trading strategies and are unsuccessfully attempting to time price trends”. Which means many amateur investors are losing a lot of money. What do successful professional investors do differently? Click here to find out.

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Open house

Ever wondered what's next once you're saved for that home deposit? Our adviser Mia shares, the steps it takes to find that dream property. Prepare for the excitement, the disappointment and the emotional rollercoaster of attending open homes and auctions. Continue reading here.

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What will being in a recession mean for your investments?

Recently released figures show that Australia is in an economic recession for the first time since 1991. Our Director, Jeff shares with you how this recession may affect your investments. You might be surprised by what history tells us. Read all about it here.

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This is an end of financial year like no other. To help you prepare we have put together an end of financial year checklist to  maximise your tax deductions for the 2019-20 financial year by planning and reviewing your records.  

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Perpetual’s Michael O’Dea believes there are four key themes that will define the next 10 years for investors. They are the technology revolution, the response of policy makers to the current pandemic, the China/US relationship, and how investors are positioned. Click here to read more.

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The current isolation measures have presented a great opportunity for us to work on ourselves. We can actively spend quality time in setting up our financial plans for the future, despite what the media is reporting to us. Read more to kick-start your journey in establishing your personal economy.

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Wanting to pay off the home loan sooner is one of the most common goals we hear from clients. And lenders are lining up to convince you that they can help – offering eye-catching interest rates, cash rebates to refinance, lower fees, and other ways to ‘help you save’. It is easy to get caught up in the noise, but it pays to read the fine print when it comes to your loans (and get advice).

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One of the fundamentals to financial success is mastering the act of spending less than what you earn. Our Adviser Kathryn shares some of the spending habits of Sydneysiders, how many of us are utilising our time during COVID-19 and how to save and take charge of your current cashflow situation.

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