Everalls Wealth Management (EWM) 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.
Our association with Capstone allows choice, flexibility and autonomy in our advice, meaning we are not limited to particular products. We have a broad range of financial planning solutions available, allowing the advice we provide to be tailored to your individual situation.
- Financial planners help people create solid financial plans for the future.
- Achieving financial freedom is usually the ultimate goal. Who doesn’t want a fully paid-off home?
- Who wouldn’t want less time in the office and more time on the beach?
- And sleeping well at night, knowing your finances are sound… now that’s priceless!
Achieving these types of financial goals is much easier with advice from the experts. EWM delivers exceptional quality strategic financial and investment planning combined with portfolio management. We aim for nothing less than unsurpassed client satisfaction in financial planning. EWM offers a non-biased approach to all of your financial planning needs and will customise a unique solution to suit your individual unique situation.
Our Financial Planners at EWM are industry experts with over 30 years’ experience.
EWM provides the full suite of financial planning services including:
- Retirement advice and Superannuation solutions,
- Portfolio selection, Management reporting and reporting,
- Insurances, Succession and estate planning,
- Voluntary redundancy advice,
- Negative gearing
- and so much more!
EWM works in alliance with DFK Everalls and Books&Bas, to form a one stop shop for all your financial needs. We put our clients at the heart of everything we do, and pride ourselves on delivering the best, holistic experience possible.
We take the time to understand your current situation and your requirements to make sure that the strategy you choose meets both your immediate and future needs and is tailored specificity to you.
To make an appointment, please contact us.
Wisdom to grow your wealth