EWM has chosen to undertake Authorisation through Capstone Financial Planning. Capstone is one of the largest privately owned licensees in Australia. Capstone is an independently owned and operated business, meaning they are not owned by a fund manager, insurance company or other financial institution.
Our association with Capstone allows choice, flexibility and autonomy in our advice, meaning we are not limited to particular products. We have a broad range of financial planning solutions available, allowing the advice we provide to be tailored to your individual situation.
- Financial planners help people create solid financial plans for the future.
- Achieving financial freedom is usually the ultimate goal. Who doesn’t want a fully paid-off home?
- Who wouldn’t want less time in the office and more time on the beach?
- And sleeping well at night, knowing your finances are sound… now that’s priceless!
Achieving these types of financial goals is much easier with advice from the experts. Everalls Wealth Management delivers exceptional quality strategic financial and investment planning combined with portfolio management. We aim for nothing less than unsurpassed client satisfaction in financial planning. We offer a non-biased approach to all of your financial planning needs and will customise a unique solution to suit your individual unique situation.
Our Financial Planners at Everalls Wealth Management are industry experts with over 30 years’ experience.
You can find out more about our team here.
Everalls Wealth Management provides the full suite of financial planning services including:
- Retirement advice and Superannuation solutions,
- Portfolio selection, Management reporting and reporting,
- Insurances, Succession and estate planning
- Voluntary redundancy advice,
- Negative gearing
- and so much more!
Everalls Wealth Management works in alliance with DFK Everalls and Books&Bas to form a one stop shop for all your financial needs. We put our clients at the heart of everything we do, and pride ourselves on delivering the best, holistic experience possible.
We take the time to understand your current situation and your requirements to make sure that the strategy you choose meets both your immediate and future needs and is tailored specificity to you.
To make an appointment, please contact us.
Wisdom to grow your wealth
What Our Clients Say About Working With Us
Bob has been fantastic. He is very knowledgeable, great at making things easy to understand and a pleasure to work with. I would recommend him to anyone.
G. Futcher – Creative Director
Bob took the time to help me think through my priorities, to develop a portfolio approach which will set me up for the future – I particularly appreciate his expertise and careful attention to my personal circumstances.
Dr. Burgmann – CEO
Bob really knows what he is talking about. I work in finance and know a fair bit about financial management from a corporate sense however, I had very little knowledge of my options when it came to my personal finances. Bob helped me unpack the complexities associate with my financial position and helped me create a path for the future.
A. Nass – Investment Banker
I found working with Bob extremely easy and a very professional experience. Highly recommended!
J.Liddle – Entrepreneur/Author & Speaker
Bob was very professional, clear and precise and had my interest in mind during all meetings. Easy to work with and supportive, informative and friendly.
L. McKenzie-Brock – Event Manager
“Bob is a passionate professional with a strong will to make a positive social impact – be it through the genuine values in his business or the causes that he contributes to. His support for Empower’s work in supporting rural entrepreneurs in Malawi has been inspiring – especially as he was our first impact investor and will be joining me in Malawi to see the fruits of our labour in person in 2013!
I have no hesitation in recommending Bob’s services as a Financial Planner. He has both the skills and integrity to deliver his clients the most viable solution for their needs.”
S. Samarakoon – Executive Director
Bob understood my financial situation and provided a clear path to achieve stability for my financial future.
A Hawes – Private Client
Bob’s personal mission to help his clients in a complete sense has lead him to acquire far reaching knowledge and methods that ensure results are far above what could normally be expected of most professionals.