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.

Our Services

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. Our Financial Planning service involves a comprehensive and continual process to assists individuals and families achieve their life goals through the implementation of effective financial strategies.

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 About Working With Us

Bob Chen has been extremely helpful in getting our financial matters in order and is always just an email or a phone call away. We would highly recommend his professionalism to any prospective client.

Graham Tidy

We’ve only started feeling like we are in control of our finances and our future since we started working with Bob Chen, of Everalls Wealth Management, a few years ago. He is responsive, helpful and gives great advice.

Pam Faulks

We have worked with Bob Chen over the past 8 years and could not ask for a more professional, dedicated and caring financial adviser. Bob has provided us with advice to help build a solid future for our family. We trust Bob and look forward to many more years ahead.

Ann-Marie Cott

We have finally found a Financial Advisor that we trust. Bob Chen is professional, dedicated and most importantly listens. He has helped my wife and I to understand our financial goals, execute a sound strategy that we understand and be confident we are positioned well for the future. We look forward continuing to work with Bob in the future.

Chris Tough

My husband and I were extremely impressed in the way Bob has a holistic approach in the way he provided Financial Advise to us. We now have a sound strategy in place to help us achieve our future goals which was lacking in the advise provided by our previous adviser. We both highly recommend Bob as we now have a Financial Adviser that we value and trust.

Julie O’Gorman

Need Help?

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


Read Our Latest Financial Planning Insights

Learn more about Financial Planning with the latest from our blog.