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Thoughts

As communities continue to respond to COVID-19, we know that this uncertain time presents unique challenges for small businesses. Evalesco is fully supportive of the government's plan to minimise contact and our team are here to support you. Here are our thoughts and some helpful information to assist you in navigating this period for your business and your employees. 

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Well, what a few weeks we have had! We trust you are doing all that you can from a health and wellbeing viewpoint…

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As you turn on the news this evening or read your preferred newspaper online, you will be greeted with the news that markets have fallen significantly this morning. At the close of day today (9 March), the Australian share market is down 7.3%, it's biggest single-day fall since the Global Financial Crisis. What this means in real numbers though is that many portfolios are now sitting at or around where they were in January 2019.

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You may have heard that there are some changes happening to income protection policies - there is one change from 1 April that only affects new policies but there are further changes to come. 

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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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