Financial Planning Services

We take the time to understand your overall wealth strategy.

Getting the right advice from our expert team means you can be confident you are on track to achieving your goals and aspirations.

We can help you with

Developing financial plans

The key to effective financial planning is the ability to take into account all relevant aspects of a financial situation and to identify and analyse the connection among sometimes conflicting objectives. Financial planning is more than just procedures, it is a comprehensive and continual process that assists individuals and families meet their life goals through the organisation of their financial matters.

 

Developing financial strategies

The prospect of developing and adhering to a financial strategy can be overwhelming. However, it does not have to be complicated. Everalls Wealth Management team can help you measure your current financial status, identify your financial objects and identify the steps to get you there.

Financial advice

Financial advice can help you with budgeting, investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation. We can help you identify short, medium and long-term goals and how to better manage your money.

What our Clients Say

Bob understood my financial situation and provided a clear path to achieve stability for my financial future.

A Hawes
Private Client

“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 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

I found working with Bob extremely easy and a very professional experience. Highly recommended!

J.Liddle – Entrepreneur/Author & Speaker

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

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.

S. Flecknoe-Brown – Property Buyer & Manager

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 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
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Need help?

Our licensed team is ready to discuss your options and how we can help to achieve your financial goals.

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