You may be managing a combination of personal investments, business assets, superannuation, trusts, or other entities—and wondering:
You’re not alone—and you’re in the right place.
At Everalls Wealth Management, we bring clarity and strategy to complexity. We help you understand your entire financial position, make confident decisions, and ensure your investments and structures are working cohesively—today and into the future.
When it comes to building and protecting your wealth, what you invest in matters. But how you own those investments can make all the difference to:
That’s why structuring is the critical first step in any comprehensive financial strategy.
We take the time to understand your personal, family, and business landscape before recommending the right structure—or combination of structures—for you.
We help you assess the pros and cons of each structure based on:
A well-chosen structure sets the foundation for sustainable, smart wealth management.
Once your structure is in place, we work with you to build a portfolio that supports your goals, risk profile, and time horizon—while also being tax-aware and adaptable.
You’ll receive clear, evidence-based advice aligned with your life stage, regularly reviewed to stay on track.
We’re not just investment advisers—we’re strategic partners in your wealth journey.
We’re here to make the complex feel clear—and help you take control of your financial future.
If you’re unsure whether your structures are working for you, or you simply want to make sure your entire financial position
is aligned and optimised, our team is here to help.
Let’s structure your wealth for long-term confidence.
Bob Chen has been extremely helpful in getting our financial matters in order and is always just an email or a phone call away. We would highly recommend his professionalism to any prospective client.
I could not speak more positively of Bob Chen DFK. It’s been a pleasure and a rewarding experience to undertake my wealth management journey with Bob.
We have worked with Bob Chen over the past 8 years and could not ask for a more professional, dedicated and caring financial adviser. Bob has provided us with advice to help build a solid future for our family. We trust Bob and look forward to many more years ahead.
Bob is very helpful reliable and knowledgeable financial advisor who has taken personal and responsible interest in managing our financial portfolio
He a very professional advisor – And very nice person!
Siva and Nimmi
My husband and I were extremely impressed in the way Bob has a holistic approach in the way he provided Financial Advise to us. We now have a sound strategy in place to help us achieve our future goals which was lacking in the advise provided by our previous adviser. We both highly recommend Bob as we now have a Financial Adviser that we value and trust.
I’m so grateful to have met Bob. He’s provided me with sound, wholistic advice on how best, and how quickly, I can set myself up to retire comfortably.
We met with Gerrie and I have to say he was amazing. We had some unusual financial things to consider. He had thoroughly researched our background and understood the domain well. The knowledge and professionalism stood out to me significantly above the other planners we had spoken with previously.
Bob Chen from Everalls Financial Management have been providing holistic financial management of my financial affairs including my SMSF for the last three years and is now providing a solid plan for my transition into retirement. I have no hesitation in recommending Bob Chen to anyone who is looking for an engaging, friendly, and professional financial advisor.
We’ve only started feeling like we are in control of our finances and our future since we started working with Bob Chen, of Everalls Wealth Management, a few years ago. He is responsive, helpful and gives great advice.
We can only commend Gerrie Vermeulen at Everalls to everyone wishing to understand the full breadth of their financial future. Our relative financial ignorance meant that we were a little intimidated by what to expect and how to improve our financial certainty. Gerrie’s easy manner, patience and unmistakeable expertise means that our meetings are always a relaxing, educational and reassuring experience. His strategies have improved our financial future far better than we could have done by ourselves. Our only regret is that we had not received the benefit of Gerrie’s advice earlier.
Gerrie was incredible!..we were so anxious that we would be baboozled with finance jargon. But no Gerrie was very professional and capable of personalising the information we needed. We will be back to see Gerrie again…no hesitation. Thanks Gerrie.
We have been working with Bob the past few years on our journey to retirement. Bob has been amazing, keeping his advice & modelling easy to understand & giving us expert advice. He is lovely to work with & he makes you feel like family. Thankyou Bob!
At Everalls Wealth Management, we make the complex simple. We take the time to understand your financial position, aspirations, and values — then deliver tailored strategies to help you build, manage, and protect your wealth.
Our team provides holistic advice across a wide range of areas, including:
After your complimentary introductory phone call, you may choose to book a Comprehensive Initial Consultation to dive into your goals, strategy options and next steps. Your investment into this 60–90 minute session (plus preparation) is $660 inc. GST.
You may then choose to proceed to a personalised Statement of Advice, which provides a step-by-step strategic roadmap to unlock your financial potential and achieve your goals. Fees start from $6,600 inc. GST.
