Financial Planning Services
Financial planning is about understanding where you are at and being clear on what your objectives are. At Everalls Wealth Management, we help you define and monitor that plan.
Superannuation & Retirement
Retirement planning is the accumulation of wealth to provide income and financial security in retirement that meets your lifestyle objectives. At Everalls Wealth Management, we look at what is both tax efficient and investment effective.
Wealth Creation Services
Building wealth is a common goal for all of us. Whether it is to simply ensure your financial security or to fund a financial goal such as buying your first house or providing your children with the best education.
Wealth Protection Services
The foundation of any financial strategy is ensuring you protect the plans you have for your future should an unexpected accident or illness occur which can have devastating consequences for you and your family. Ensuring you have appropriate insurance in place will help ease this financial impact.
Most people don’t like to think about estate planning. In fact according to studies, almost half of all Australians don’t have a legal will. But even if yui only have some assets, you still need an estate plan.
Unsure where to start?
It can be daunting to know what kind of help you might need.
Whether you are young, old, getting married, starting a family or looking forward to planning your retirement, we have an approach that will suit any stage or circumstance.
What our clients say about working with us
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.
Bob understood my financial situation and provided a clear path to achieve stability for my financial future.
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.
“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.”
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.
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.
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.
I found working with Bob extremely easy and a very professional experience. Highly recommended!
To make an appointment with one of our advisers, please contact us.