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Informative events – live and on demand

PAST WEBINAR

How to create a portfolio to get through the next crash and protect your wealth

In this webinar Jeff was joined by Marshall Brentnall and fellow AAN Director Hugh Robertson from Centaur Financial Services as they discussed the new AAN Asset Management portfolios.

WHAT YOU WILL LEARN

How the AAN Model portfolios performed over the financial year?

What changes were made to the AAN Model portfolios and why?

What lessons have been learnt over the last 12 months?

How the AAN Investment Committee functions ‘behind the scenes’

The AAN Investment philosophy

Watch webinar video

Past webinar series

PAST WEBINAR SERIES

WEBINAR

Navigating Financial Success: Market and Portfolio Insights with DNR Capital

In this information-packed session, our expert speakers Jamie Nicol & Tom Glynn from DNR Capital provided a comprehensive market and portfolio update, offering valuable insights and strategies ...

WEBINAR

Lending changes that may impact you

Prices went down, mortgages went up, renting became financially precarious, and the federal budget produced a big promise to ease the stress on housing supply. Our Host Jeff Thurecht and our ...

WEBINAR

What’s happening with global banks? And, should we be concerned?

Given the fast moving, headline generating nature of the recent global bank ructions, we hosted a this special event webinar with Brett Le Mesurier, Senior Equities Analyst from Perpetual. Brett ...

WEBINAR

Practical implications of the economic outlook for 2023

In this 45-minute webinar our Evalesco Directors Jeff Thurecht and Marshall Brentnall, with special guest, Michael O'Dea from Perpetual Asset Management, discussed the economic outlook for 2023 ...

NEWSLETTER

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Slide

“Why should I pay for financial advice?”

The fees we charge for financial advice is only a fraction of the value we derive for our clients, meaning our clients are always better off after seeing us. Rarely do we encounter a new client invested appropriately for their needs, with adequate risk protection, structuring and estate planning provisions in place. Even small tweaks to a financial plan over a long period of time can result in drastically better outcomes for our clients which eclipses the fees of the financial advice. Additionally, you can opt-out of an ongoing fee arrangement at any time.

Slide

“What is the process for getting your own personal financial plan?”

After our initial phone call to discuss why you are seeking a financial adviser, we arrange a discovery meeting that outlines what is important to you, your current position, our areas of advice, our approach. We then present a Statement of Advice (SoA) to discuss your goals and our recommendations and go through the steps of how to proceed to the implementation stage. After answering any questions you may have, you will sign the authority to proceed and complete any application forms before we implement our recommendations detailed in the SoA.

Slide

“Should I pay more off my mortgage or put more money into super?”

One thing to consider is the interest rate on your home loan in comparison to the rate of return on your super fund. Before making a decision, it’s also important to weigh up your stage in life, particularly your age and your appetite for risk. Whatever strategy you choose you’ll need to regularly review your options if you’re making regular voluntary super contributions or extra mortgage repayments. As bank interest rates move and markets fluctuate, the strategy you choose today may be different from the one that is right for you in the future

Slide

“How do I know how much money I will need to retire?”

The amount of super you’ll need when you retire depends on your big costs in retirement and the lifestyle you want. The Associate of Superannuation Funds of Australia (ASFA) estimates for a single $44,224 a year and for couples $62,562 a year is how much you may need. This is only an indicator and our advisers assess everyone’s individual circumstances.

Award Winning Financial Planners and Advisers As Seen In

Evalesco Financial Services Level 17, 20 Bond Street Sydney NSW 2000
Phone: (02) 9232 6800

Financial Services Guide | General Advice Disclaimer | Privacy Policy | Complaints Procedure | Credit Disclosure

Schedule a chat

Informative events – live and on demand

Past webinar series

WEBINAR

Navigating Financial Success: Market and Portfolio Insights with DNR Capital

WEBINAR

Navigating Financial Success: Market and Portfolio Insights with DNR Capital

WEBINAR

Lending changes that may impact you

WEBINAR

Lending changes that may impact you

WEBINAR

What’s happening with global banks? And, should we be concerned?

WEBINAR

What’s happening with global banks? And, should we be concerned?

WEBINAR

Practical implications of the economic outlook for 2023

WEBINAR

Practical implications of the economic outlook for 2023

Sign up to get the latest insights with our newsletter delivered straight to your inbox

Award Winning Financial Planners and Advisers As Seen In

Evalesco Financial Services Pty Ltd is a Corporate Authorised Representative (325313) of Australian Advice Network Pty Ltd.

ABN: 13 602 917 297 AFSL: 472901