Everalls Wealth Management Pty Ltd 224 Bunda Street, Canberra, Australian Capital Territory 2601
About the Business
Welcome to Everalls Wealth Management Pty Ltd, located in the heart of Canberra on Bunda Street. As a leading establishment in the finance industry, we are dedicated to providing exceptional financial planning services to our valued clients.
Everalls Wealth Management is proud to be the financial planning services arm of DFK Everalls, a renowned and trusted name in business advisory and accounting. With our expertise and comprehensive suite of wealth creation and protection services, we are committed to helping individuals, business owners, and self-managed super funds (SMSFs) achieve their financial goals.
Our holistic approach ensures that we deliver tailored advice to each client, taking into consideration their unique circumstances and aspirations. Whether you are looking to grow your income, safeguard your wealth, plan for retirement, or implement asset protection strategies, our team of experienced professionals is here to guide you every step of the way.
At Everalls Wealth Management, we prioritize your success and well-being. Unlike traditional financial institutions, we operate on a fee-for-service basis and do not receive any commission on the investments you make. This means that our advice is unbiased and solely focused on helping you achieve your financial objectives.
As part of the wider Everalls group, which includes DFK Everalls, Everalls Finance, and Books & Bas, we offer a comprehensive range of services to cater to all your financial needs. Whether you require expert accounting assistance, finance solutions, or bookkeeping services, our team of professionals is equipped to provide you with the highest level of support.
We invite you to explore our website and learn more about the exceptional services we offer. Contact us today to schedule a consultation and discover how Everalls Wealth Management can assist you in growing and protecting your income and wealth.
Photos
Location & Phone number
224 Bunda Street, Canberra, Australian Capital Territory 2601, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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 reccomend 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 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."
"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."
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