Why choose us?
Everalls Wealth Management helps you to maximise your wealth potential so that you can live a life with choice and purpose.
How do we do that?
- We will help to align your financial decision and behaviours with your most important personal goals & values.
- We will identify the opportunities & options that help you achieve financial security and freedom, faster.
- The key to building wealth is to have goals that reflect what you love to do and want to do. We’ll help you identify those goals and then construct a wealth creation strategy to deliver on them.
- We will review your current situation and all your policies to explore how you can immediately manage your money better
We have the wisdom to grow your wealth
What sets Bob apart as a financial adviser is having both technical and practical knowledge to deliver bespoke, workable and result-driven wealth generation strategies for his clients. Bob specializes in integrated wealth generation strategies that are aiming to deliver an extra $1-3M of wealth in 15 years or less for professional and high-income families.
Bob is a Certified Financial Planner, the gold standard in financial planning, a certification that is recognised in 26 countries globally. Bob has built his extensive technical knowledge through a business degree from UTS, studying investment and portfolio theory at UNSW, two other related diplomas and numerous specialist accreditations.
Bob is passionate about looking after his clients and he has an unshakable belief in the importance of building strong, long term relationships. This is backed up with thorough research and accountable financial advice that is free from conflict of interest.
When not working with clients and spending time with family, Bob is an avid tennis player, sustainable environmentalist and is practicing to be a minimalist. He loves fine food, home cooking and his organic garden.
Bob is an active member in the local business community, is a Justice of the Peace in the ACT and is an impact investor for charity group ‘Empower Malawi’.
Bob is a Sub-Authorised Representative of Everalls Wealth Management Pty Ltd, Corporate Authorised Representative No. 465367. Authorised Representative No. 413819.
Download Bob’s Advisor Profile here
What Bob's Clients Say
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
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
Bob understood my financial situation and provided a clear path to achieve stability for my financial future.
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’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 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 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
I found working with Bob extremely easy and a very professional experience. Highly recommended!
J.Liddle – Entrepreneur/Author & Speaker
Melissa has over 25 years of experience helping clients with their wealth management including providing advice on investment structures, financing and negative gearing, superannuation strategies, self- managed super funds, cash flow, income tax planning, capital gains tax issues, asset protection and estate planning. Melissa’s accounting & tax background allows her to provide tailored advice for each of her clients to help them achieve their financial and personal goals tax effectively.
Melissa holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Melissa is a member of Chartered Accountants Australia New Zealand and abides by their code of professional conduct and ethics.
Download Melissa Healy’s Advisor Profile here
Jannette comes to us with a wealth of experience as a Senior Financial Planner for over 16 years. She has excellent technical skills due to her training and practical application during her working career, and has a friendly and knowledgeable approach.
Jannette will be working alongside Bob Chen to support our clients with tailored advice, and to ensure your portfolios are well managed and meet your needs over the long term.
Jannette has an Advanced Diploma in Financial Planning and is also a Self-Managed Superannuation Fund specialist. She is an Associate Member of the Financial Planning Association of Australia.
When not working with clients Jannette enjoys reading, gardening, and her three Alpacas, Daisy, Dotty and Dolly. She is community minded and participates in various local group activities. She looks forward to helping clients build a better financial future.