Everalls Wealth Management Pty Ltd
Unit 3, Ground Floor,
Royal Life Saving House 26-28 Napier Close, Deakin ACT 2600

(02) 6232 4561

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Managing finances with a partner

When you’re in a long-term relationship, money talk can pop up. It could be anything from who’s covering date night dinners, to sharing household costs. After a while of splitting the bills, it might feel easier to start a conversation about bringing your finances together, so that you’re both on the same page. Whether you’re […]

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Tips for travelling while managing mortgage repayments

The lure of a good getaway and exotic lands has a powerful pull on us. Yet for many homeowners, travelling while managing mortgage repayments seems beyond reach. The responsibility of home loan repayments and concern about building more debt can put a stop to big holiday plans. But let’s face it, if you wait to pay off […]

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How much do I need to start an investment portfolio?

While investing might seem daunting, you don’t need a huge amount of money to start an investment portfolio. Investing into traditional property requires a significant deposit, and a commitment to a long investment horizon. However, investing in shares, ETF’s, managed accounts or managed funds are different. They can be accessed with a much smaller outlay […]

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Sustainable investing – making money and doing good

There is no doubt that interest in sustainable investments is growing. Investors are increasingly interested in more than how much a company makes. They want to know how the company makes its money. While some may focus on the longer-term viability of a company and its behaviour, others hold particular values they want their investments to […]

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11 steps to financial independence for Australian women

Financial independence as a woman is a goal that many are aspiring to, particularly those in relationships. While your job, or your partner’s career is secure today, tomorrow it could be a different story, and often that can lead to a complete switch when it comes to who’s bringing in the money. Equally, divorce rates […]

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9 reasons why recession is unlikely in Australia

For some time our view has been a less upbeat on the Australian economy than the consensus and notably the RBA. The reasons were simple. The housing cycle has turned down and this is weighing on consumer spending. And this is at a time when the risks to the global economy have increased as the […]

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Handy tips for tax time

Do you find yourself drowning in random receipts when EOFY comes around? Learn to lodge your tax return the easy way with these handy tips for tax time. Tax paperwork is something few of us take in our stride. In fact, the majority of people hand over much of this responsibility to someone more qualified. […]

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Tips for a successful retirement

Did you know, only 44% of Australians over age 40 feel prepared for retirement? That’s why we’ve pulled together a nine-point retirement planning checklist to help make sure you’re on the front foot when it comes to financial planning for retirement. 1. Do I have to retire by a certain age? The retirement age in […]

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What happens to my super when I die?

Have you ever wondered – what happens to my super when I die? How your super is distributed can’t be covered in your will – unless you’ve made the necessary arrangements with your super fund beforehand. Why can’t super be covered in my will? Your super can not typically be covered by your will because […]