Wealth Creation Services
Expert Guidance for Wealth Creation
Everalls Wealth Management provides expert advice on how to determine the right investment strategy & structure to meet your wealth creation goals.
We Can Help You With
Investment Research and Selection
Our investment research and selection service goal is to collect, accumulate and interpret whatever data will best support the investment decision-making process of investors and businesses.
Direct Shares Advice And Brokerage
Investing in shares will make you part-owner of a business. Shares can be a sound long-term investment but are very risky to use in the hope of making quick cash. Choosing shares to buy and sell requires time, research and analysis. Buying shares is a good way to build your wealth over time. As with other investment options, shares are not without their risks. Think carefully about your options and seek financial advice before you enter the share market.
Asset allocation involves dividing your investments among different assets, such as stocks, bonds, and cash. The asset allocation decision is a personal one. The allocation that works best for you changes at different times in your life, depending on how long you have to invest and your ability to tolerate risk.By including asset categories with investment returns that move up and down under different market conditions within a portfolio, an investor can protect against significant losses.
Risk analysis is the study of the underlying uncertainty of a given course of action and refers to the uncertainty of forecasted cash flow streams, the variance of portfolio/stock returns, the probability of a project’s success or failure, and possible future economic states. A risk analyst starts by identifying what could go wrong. The negative events that could occur are then weighed against a probability metric to measure the likelihood of the event occurring.
Portfolio Management Services
Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximise return at a given appetite for risk.
Tax Effective Investments
Consider the tax implications of any investment. An investment is ‘tax-effective’ if you end up paying less tax than you would have paid on another investment with the same return and risk. While lower tax can help your savings grow faster, you should never base an investment decision on tax benefits alone.
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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.
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.
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.
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.
Our licensed team is ready to discuss your options and how we can help to achieve your financial goals.
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