Wealth Creation Services

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

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

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.

Need help?

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

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