Our mission is simple: we create comprehensive goals-based, tax effective, and ESG-aware strategies and investment portfolios tailored to your unique financial goals.
Our commitment to comprehensive, tailored advice and ongoing support ensures that you’re not just planning for your future – you’re actively building it!
Our holistic financial approach means we deliver tailored advice to individuals, business owners and SMSFs on how to grow and protect their income and wealth including retirement planning and asset protection strategies.
We are a fee-for-service business and do not make any commission on investments you make – everything we do, we do for you!
Our advice is tailored for each client and develops the road map of strategies and underlying investments to help grow and protect their income and wealth so they can achieve their specific financial goals.
Tax aware investing includes strategies designed to minimise the tax impact of investment decisions. We do this by providing both tax effective strategies and investment recommendations.
The team at EWM prides itself on providing strategies and investment
recommendations that align with Environmental, Social and Governance values. Whatever your preferences are, we can tailor strategies and underlying investment recommendations that are consistent with your values and needs.
We met with Gerrie and I have to say he was amazing. We had some unusual financial things to consider. He had thoroughly researched our background and understood the domain well. The knowledge and professionalism stood out to me significantly above the other planners we had spoken with previously.
My wife and I recently worked with Gerrie to restructure our finances and wealth plan. The experience was invaluable, giving us confidence that our long-term financial position is secure and we’re making the right decisions for our future. Gerrie and the Everalls team were professional throughout, providing considered, regular communication that reinforced our trust in their approach. Gerrie was generous in sharing his knowledge and provided sound justification for every decision. We would happily recommend Gerrie and the Everalls team, and we look forward to working with them again 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.
Bob Chen from Everalls Financial Management have been providing holistic financial management of my financial affairs including my SMSF for the last three years and is now providing a solid plan for my transition into retirement. I have no hesitation in recommending Bob Chen to anyone who is looking for an engaging, friendly, and professional financial advisor.
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.
Very focussed help and navigation. Thanks
We can only commend Gerrie Vermeulen at Everalls to everyone wishing to understand the full breadth of their financial future. Our relative financial ignorance meant that we were a little intimidated by what to expect and how to improve our financial certainty. Gerrie’s easy manner, patience and unmistakeable expertise means that our meetings are always a relaxing, educational and reassuring experience. His strategies have improved our financial future far better than we could have done by ourselves. Our only regret is that we had not received the benefit of Gerrie’s advice earlier.
I could not speak more positively of Bob Chen DFK. It’s been a pleasure and a rewarding experience to undertake my wealth management journey with Bob.
Gerrie was incredible!..we were so anxious that we would be baboozled with finance jargon. But no Gerrie was very professional and capable of personalising the information we needed. We will be back to see Gerrie again…no hesitation. Thanks Gerrie.
Bob Chen has been a great asset to us. His financial advice was considered, well researched and it has increased our returns. We feel far more confident about our financial future and estate planning for the kids. He is great fun to work with and I have recommended him to several good mates!
Bob is very helpful reliable and knowledgeable financial advisor who has taken personal and responsible interest in managing our financial portfolio
He a very professional advisor – And very nice person!
Siva and Nimmi
I’m so grateful to have met Bob. He’s provided me with sound, wholistic advice on how best, and how quickly, I can set myself up to retire comfortably.
