Contact Us

Contact Details

Call us today or complete the form below and we’ll call you to arrange an appointment time.

For business advisory or taxation matters, please visit www.dfkeveralls.com.

Strategic Advice for Life’s Big Decisions

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:

Strategic Financial Planning for professionals and business owners
Wealth Creation & Asset Protection
Investment Management & Portfolio Design
Debt Management & Lifestyle Planning
Superannuation & Retirement Strategies
Intergenerational Wealth Transfer
Estate Planning

Initial Consultation

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 $4,400 inc. GST.

Get In Touch

Request a Complimentary Call

Complete the form and we’ll arrange a complimentary 10–15 minute call to confirm we’re the right advisers for you. No fees or obligations apply for this call.

First Name

Last Name

Phone Number

Preferred contact time (Via phone)

Which of the following best describes you?
(Please tick all that apply)
Wealth Accumulator

I am in my 40s or 50s, focused on growing my wealth while managing family, business, or career responsibilities. I am a high-income professional seeking to build and protect wealth. I own a successful business and want to grow and secure my financial future.

Wealth Maximiser

I am approaching retirement and want to make the most of my assets. I have a large lump sum, savings, or investments and I want to protect and grow them. I’m planning ahead to retire comfortably and make my money last.

Wealth Enjoyer

I am about to/or already retired and want to enjoy the lifestyle I’ve worked hard to build. I am a high-net-worth individual or part of a high-net-worth family, and I want to protect and pass on my wealth. I want to ensure my legacy and provide for future generations.

Submitting this form does not create any fee or commitment.