Why work with Everalls Wealth Management
10 Compelling Reasons You Should Come To See Us At Everalls Wealth Management
At Everalls Wealth Management, we take pride in offering a distinctive approach to financial planning that sets us apart. Here are ten compelling reasons why you should choose us:
1. Independent Licensee, Pure Objectivity: Our allegiance is to you alone. As a licensed boutique firm without in-house products or investments, our recommendations are free from bias, ensuring your best interests always come first.
2. Zero Commission Conflicts: Unlike many others, we don’t accept commissions from investment product providers. This means we focus on crafting strategies and selecting underlying investments that align with your goals, not selling specific products. We ‘turn off’ the commissions on insurance policies, which reduces your premiums significantly.
3. Fee-for-Service Excellence: We operate on a fee-for-service model, putting you in control. Our commitment to transparency means you understand the value you’re receiving and have confidence in our unbiased advice.
4. Results-Driven Customization: Your financial journey is unique. We tailor plans that drive results, catering to your aspirations and evolving needs to ensure you’re always moving closer to your goals.
5. Holistic Insights, Comprehensive Plans: We understand that wealth extends beyond numbers. By considering your goals, values, and lifestyle choices, we create holistic plans that capture the essence of your financial vision.
6. Access to the Full Market: We construct your underlying investment portfolio using a “whole of market” approach. This means we explore and can utilise a very broad range of investments including cash, fixed interest, listed Australian shares, Managed Funds and ETFs. We also have access to the Industry Super Funds, Retail Super Funds, and SMSFs to identify the most appropriate platform (as well as underlying investments) for your Super Portfolio.
7. Expertise Anchored in Experience: Backed by the esteemed DFK Everalls team, our strategies are bolstered by considerable experience. This strategic alliance allows us to weave sophisticated and tax-effective tactics into your financial plans.
8. 50+ Years of Collective Wisdom: With a cumulative experience exceeding half a century in the wealth management arena, our team brings a wealth of knowledge to your financial journey. We’ve successfully guided clients through retirement transitions and goal achievements.
9. Ethical Investment Advocates: Your values matter. We can guide you in making ethical investment decisions, offering insights into sustainability-focused investments that align with your principles and values.
10. Trusted by the Best: Our track record speaks volumes. We’re the trusted advisors of some of the ACT’s most successful business owners and professionals, a testament to our dedication to excellence.
Experience the Difference Today
Are you ready to embark on a journey that celebrates your individuality and champions your goals? Reach out to us today to schedule a consultation. Let’s shape a future that’s uniquely yours, backed by the strength of Everalls Wealth Management.
