Services Offered
Wealth Management Planning
Comprehensive financial strategies tailored to secure long-term wealth and growth.
Retirement Transition Planning
Expert guidance for a smooth transition into retirement with sound investment and income strategies.
SMSF Management
Holistic management of Self-Managed Super Funds to optimize returns and compliance.
Estate Planning
Structured plans to ensure financial security for your family and future generations.
Financial Advisory Services
Personalized advice on investments, savings, and financial decisions to build confidence.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
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3
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2
0
1
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D
Damian M
via Google
4 months ago
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.
H
Heidi Gonzalezvia Google
about 1 year ago
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! 😀
L
Leo Flynnvia Google
over 1 year ago
Bob Chen has been a great asset to us. His financial advice was considered, well researched and it has increased our returns. We feel far more confident about our financial future and estate planning for the kids. He is great fun to work with and I have recommended him to several good mates!
T
teegevia Google
over 1 year ago
Bob Chen from Everalls Financial Management have been providing holistic financial management of my financial affairs including my SMSF for the last three years and is now providing a solid plan for my transition into retirement. Bob is fully engaged building your future wealth. I have no hesitation in recommending Bob Chen to anyone who is looking for an engaging, friendly, and professional financial advisor.
C
Chris Toughvia Google
over 4 years ago
We have finally found a Financial Advisor that we trust. Bob Chen is professional, dedicated and most importantly listens. He has helped my wife and I to understand our financial goals, execute a sound strategy that we understand and be confident we are positioned well for the future. We look forward continuing to work with Bob in the future.
