You may be managing a combination of personal investments, business assets, superannuation, trusts, or other entities—and wondering:
You’re not alone—and you’re in the right place.
At Everalls Wealth Management, we bring clarity and strategy to complexity. We help you understand your entire financial position, make confident decisions, and ensure your investments and structures are working cohesively—today and into the future.
When it comes to building and protecting your wealth, what you invest in matters. But how you own those investments can make all the difference to:
That’s why structuring is the critical first step in any comprehensive financial strategy.
We take the time to understand your personal, family, and business landscape before recommending the right structure—or combination of structures—for you.
We help you assess the pros and cons of each structure based on:
A well-chosen structure sets the foundation for sustainable, smart wealth management.
Once your structure is in place, we work with you to build a portfolio that supports your goals, risk profile, and time horizon—while also being tax-aware and adaptable.
You’ll receive clear, evidence-based advice aligned with your life stage, regularly reviewed to stay on track.
We’re not just investment advisers—we’re strategic partners in your wealth journey.
We’re here to make the complex feel clear—and help you take control of your financial future.
If you’re unsure whether your structures are working for you, or you simply want to make sure your entire financial position
is aligned and optimised, our team is here to help.
Let’s structure your wealth for long-term confidence.
Bob Chen has been a great asset to us. His financial advice was considered, well researched and it has increased our returns. We feel far more confident about our financial future and estate planning for the kids. He is great fun to work with and I have recommended him to several good mates!
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.
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.
Gerrie was incredible!..we were so anxious that we would be baboozled with finance jargon. But no Gerrie was very professional and capable of personalising the information we needed. We will be back to see Gerrie again…no hesitation. Thanks Gerrie.
I’m so grateful to have met Bob. He’s provided me with sound, wholistic advice on how best, and how quickly, I can set myself up to retire comfortably.
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.
Bob Chen from Everalls Financial Management have been providing holistic financial management of my financial affairs including my SMSF for the last three years and is now providing a solid plan for my transition into retirement. I have no hesitation in recommending Bob Chen to anyone who is looking for an engaging, friendly, and professional financial advisor.
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.
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.
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:
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.
