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Thoughts

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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Ever felt like you have overspent on gifts, drinks with friends or parties during the festive season? We want to keep your holiday spending in check with these handy tips.

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We're raising funds and awareness this Movember for all the dads, brothers, sons and mates in our lives.

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Evalesco Director Marshall Brentnall is super excited to be featured on the 2019 Financial Standard Power50 list. This puts Marshall amongst the 50 most influential financial advisers in Australia!

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Read how with one phone call and an Evalesco loan health check Kristi was able to reduce one client's home loan payments by over $960 per month.

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