Everalls Wealth Management, or EWM for short, was formed to provide a full suite of financial planning services which are not aligned to any major financial institution — thus making us “distinct” Financial Planners.
EWM has chosen to undertake Authorisation through Capstone Financial Planning. Capstone is one of the largest privately owned licensees in Australia. Capstone is an independently owned and operated business, meaning they are not owned by a fund manager, insurance company or other financial institution.
At Everalls Wealth we put our clients at the heart of everything we do. That’s why we have created an all encompassing experience for our clients, so that they can get all of their accounting, business advice, financial planning services and bookkeeping, all in the one place.