Everalls Wealth Management
About the company
Everalls Wealth Management is a financial planning firm based in Canberra. The firm provides financial advice to individuals, business owners, and self-managed super funds (SMSFs). It operates on a fee-for-service model and does not earn commissions on investments. Everalls Wealth Management offers comprehensive goals-based financial advice, including tax-effective strategies and investments. It also offers ESG-focused strategies and investments. Bob Chen is a financial adviser at the firm. Gerrie Vermeulen is a financial adviser at the firm.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
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 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.
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.
Very focussed help and navigation. Thanks
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 been working with Bob the past few years on our journey to retirement. Bob has been amazing, keeping his advice & modelling easy to understand & giving us expert advice. He is lovely to work with & he makes you feel like family. Thankyou Bob! 😀
Financial advisers & planners in Canberra compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Canberra are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Everalls Wealth Management (this page) | ★ 5,0 | 16 | No |
| 2 | Bravium | ★ 5,0 | 29 | No |
| 3 | Up Wealth Management | ★ 5,0 | 29 | No |
| 4 | Envision Financial Planning Canberra | ★ 5,0 | 73 | No |
| 5 | Panorama Wealth | ★ 5,0 | 91 | No |
