About Everalls Wealth Management
Who We Are
Everalls Wealth Management (EWM) was established in 2014 as the financial planning services arm of DFK Everalls, Canberra’s Leading Business Advisers & Accountants. In addition to providing tax, business and SMSF advice, we want to provide our clients with a full suite of financial planning services.
At Everalls Wealth Management, we’re committed to helping build a better financial future for you and your family. Our mission is simple: we create comprehensive, tax-effective, and ESG-aware strategies and investment portfolios tailored to your unique financial goals.
Our commitment to comprehensive, tailored advice and ongoing support ensures that you’re not just planning for your future – you’re actively building it!
Comprehensive goals-based financial advice
Comprehensive, tailored, goals-based advice, strategies and underlying investment recommendations to help individuals, business owners and SMSFs clients grow & protect their income and wealth and achieve their financial goals. We advise in a manner that helps clients achieve their goals through effective strategies rather than just focussing on their investments
Tax effective strategies & investments
Nothing is more certain in life than death and taxes! Taxes are always a “cost” that should be considered when developing financial planning strategies. But please note – we are not helping anyone “avoid” tax. Our financial planners, with the help of our DFK Everalls colleagues will simply be looking to ensure that you don’t pay any more tax than you legally have to.
ESG Focussed strategies & investments
The team at EWM prides itself on providing strategies and investment recommendations that align with ESG values without additional costs or sacrificing performance returns.
Why Choose Us?
- Strategic Expertise: We understand the unique financial challenges faced by people including busy professionals and business owners. Our strategies are specifically crafted to align with your complex needs with a special focus on asset protection.
- Clear Path and Partner to ensure your achieve your financial goals: Our services are tailored for those who are serious about optimizing their wealth and securing and protecting their financial future. Your goals could include funding a gap year, early retirement, or your desired retirement lifestyle; or making the most of a windfall/inheritance; or working out the best way to share your wealth with family while still retaining some control. Our team can help you achieve those goals.
- Busy Lives, Seamless Solutions: As professionals or business leaders, your time is precious. Partner with us so that you have the confidence that you are on track and can focus on excelling in your career or driving your business forward.
Investing in Your Financial Success
Our specialised services are perfect for busy professionals, business owners and high net wealth individuals. We can help you leverage your hard work to achieve specific financial goals that reflect your achievements.
- Personalised Approach: Our tailored solutions reflect your unique circumstances, goals, and aspirations. No two financial plans are identical; yours will be meticulously crafted to align with your vision.
- Proactive Adjustments: We recognise that life doesn’t stand still. We regularly review and adjust your financial strategies to remain relevant and effective.
- Long-Term Partnership: Your financial planning journey doesn’t just start or finish with retirement. As you progress through life, your focus and goals will evolve. With each new chapter, we’ll be by your side to plot the path through debt reduction and wealth creation, pre-retirement planning, and post-retirement financial management, giving you the confidence to live your life knowing your finances are under control.