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 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.
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 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.
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.
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.
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.
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.
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.
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.
