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Everalls Wealth Management

Everalls Wealth Management

5.0(16 reviews)See reviews ↓·Canberra

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

People working on financial matters with the practice often describe a reassuring and educational experience, with advisers making complex decisions understandable. Something that features in review after review is the clarity of the guidance and how information is tailored to individual circumstances, so that restructuring wealth plans or planning for retirement feels less intimidating. Clients repeatedly mention the sense of control they gained over their finances and their future after receiving holistic advice.

Named staff feature prominently in feedback. Bob Chen is praised for professionalism, reliability and remaining contactable between appointments, with long-standing clients noting his sound, holistic guidance has helped build a solid foundation for family finances. Gerrie Vermeulen is commended for patient expertise, an easy manner and generosity in sharing knowledge, leaving clients confident their long-term position is secure.

Another recurring theme is regular communication that reinforces trust in the approach being taken. Reviewers value the considered explanations, the personal interest taken in managing portfolios, and the way meetings become confidence-building rather than jargon-heavy. Investment and wealth planning support, retirement preparation and financial restructuring are the work most often described, with clients saying the advice gave them greater certainty about the decisions they were making for the future.

Financial consultantInvestment service

Reviews

Reviews are taken from publicly available sources.

JM
Jonathan M24 July 2026

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.

SS
Seevaratnam SIVAKUMARAN15 June 2026

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

GC
Greg Clues15 June 2026

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.

DM
Damian M1 November 2025

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.

BB
Brett Boyes7 July 2025

Very focussed help and navigation. Thanks

RP
rache p14 February 2025

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.

HG
Heidi Gonzalez1 February 2025

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.

RankProviderRatingReviewsOpen Sat.
1Everalls Wealth Management (this page)★ 5,016No
2Bravium★ 5,029No
3Up Wealth Management★ 5,029No
4Envision Financial Planning Canberra★ 5,073No
5Panorama Wealth★ 5,091No
Contact
+61262324561everallswealth.com.auLevel 5/224 Bunda St, Canberra ACT 2601
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed