At Everalls Wealth Management (EWM), we believe that achieving financial security starts with clarity and informed decision-making. Our fee-for-service model ensures that you receive unbiased, strategic advice tailored to your goals—without hidden commissions, conflicts of interest, or sales-driven incentives.
Financial Planning Fee Guide
Transparent Fee Guide for Financial Planning
What You Can Expect From Our Services
Our process is designed to provide real value from day one, starting with an in-depth initial consultation to understand your financial position, goals, and challenges. This meeting lays the foundation for a structured financial plan, helping you determine the right path forward.
Initial Consultation – $660 (inc. GST)
Timeframe: 60 to 90 minutes (plus preparation time)
What’s Included:
- Comprehensive review of your financial situation (assets, liabilities, income, expenses, superannuation, insurance, estate planning).
- Identifying your personal and financial goals using a structured SMART (Specific, Measurable, Achievable, Relevant, Time-bound) approach.
- High-level discussion on strategies that could help you achieve your goals faster.
- Guidance on whether we are the right fit for each other.
No obligation or pressure to proceed beyond this meeting.
Preparation Matters: To ensure you get the most out of our meeting, we ask that you complete and return our client information form in advance.
Comprehensive Financial Advice Fees
If you choose to proceed with a full financial plan, fees are based on the complexity and scope of advice required:
Statement of Advice (SOA) – From $4,400
A detailed financial roadmap tailored to your specific needs.
Covers investment, superannuation, tax strategies, insurance, retirement planning, and more.
Implementation Fee – From $2,200
- Execution of your financial strategy, including account setup, investment allocation, and product selection.
Ongoing Financial Advice – From $6,600 per year
- Continuous review and refinement of your strategy to keep you on track.
- Regular meetings, investment monitoring, and strategic adjustments as needed.
All fees are quoted upfront, and we require your informed consent before proceeding.
Why Choose Everalls Wealth Management?
- Independent, Non-Conflicted Advice – We are privately owned and not influenced by banks, fund managers, or product providers.
- Certified Experts – Our advisers, Gerrie and Bob, are Certified Financial Planners (CFP®)—the highest designation in financial planning.
- Holistic Approach – We provide tailored strategies that encompass all aspects of your financial life.
- No Commissions, No Kickbacks – Our advice is completely transparent, with no hidden costs or commissions.
Our Licensee – Capstone Financial Planning
Everalls Wealth Management operates under Capstone Financial Planning, a privately owned and non-product-aligned licensee. Capstone advisers provide holistic, client-first advice without any ties to financial product providers.
Ready to take the next step?