Everalls Wealth Management Pty Ltd - Canberra, Australian Capital Territory

Overview of Everalls Wealth Management Pty Ltd

Located at Level 5/224 Bunda St, Canberra ACT 2601, Australia, Everalls Wealth Management Pty Ltd stands out as a reputable financial advisory firm specializing in financial planning. With a dedicated professional like Bob Chen at the helm, clients have experienced exceptional service, leading to glowing reviews and an impressive average rating of 5/5 on Google My Business.

Location and Accessibility

Everalls Wealth Management is conveniently situated in the heart of Canberra, ensuring easy access for clients from all over the region. The building at Level 5/224 Bunda St is not only strategically located but also fully wheelchair accessible, featuring an accessible entrance, parking lot, and restrooms. This commitment to accessibility ensures that everyone, regardless of physical ability, can receive expert financial advice comfortably.

Services and Expertise

Clients of Everalls Wealth Management particularly value the firm's expertise in financial planning. The company prides itself on providing well-researched and considered financial advice, helping its clients enhance their returns and plan confidently for their future and estate planning for their children. Bob Chen, a key figure at Everalls, is commended for his engaging personality and the ease with which he presents complex financial concepts, making his advice accessible and actionable.

Client Opinions and Satisfaction

The testimonials provided highlight the outstanding customer service and the positive impact of Everalls' financial strategies. Clients have expressed increased confidence in their financial future and appreciation for the family-like atmosphere created by the team. These reviews underscore the firm's dedication to building lasting relationships and delivering results that exceed expectations.

Recommending Everalls Wealth Management

For individuals seeking reliable financial planning services with a focus on personalized advice and exceptional client care, Everalls Wealth Management Pty Ltd is highly recommended. Their commitment to accessibility, combined with expert financial guidance and a supportive team environment, positions them as a top choice in Canberra.

To experience their services firsthand, interested parties are encouraged to visit their website at everallswealth.com.au. Here, prospective clients can learn more about the services offered, read more detailed reviews, and even initiate contact to schedule a consultation with Bob Chen or other knowledgeable advisors. Don't miss the opportunity to transform your financial future with the expertise and care provided by Everalls Wealth Management.

👍 Reviews of Everalls Wealth Management Pty Ltd

Leo F.

5/5

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!

Heidi G.

5/5

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! 😀

teege

5/5

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.

rache P.

5/5

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.

Julie O.

5/5

My husband and I were extremely impressed in the way Bob has a holistic approach in the way he provided Financial Advise to us. We now have a sound strategy in place to help us achieve our future goals which was lacking in the advise provided by our previous adviser. We both highly recommend Bob as we now have a Financial Adviser that we value and trust.

Chris T.

5/5

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.

Ann-marie C.

5/5

We have worked with Bob Chen over the past 8 years and could not ask for a more professional, dedicated and caring financial adviser. Bob has provided us with advice to help build a solid future for our family. We trust Bob and look forward to many more years ahead.

Graham T.

5/5

Bob Chen has been extremely helpful in getting our financial matters in order and is always just an email or a phone call away.
We would highly reccomend his professionalism to any prospective client.