Spending power
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Spending power
Key facts
Counted staff
6
self-reported 2–10 band
Founded
2014
12 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
EVERALLS WEALTH MANAGEMENT PTY LTD
ABN51601196196
Legal entities
Show as table · Everalls Wealth Management: 1 registry entity
| EVERALLS WEALTH MANAGEMENT PTY LTD | ABN 51601196196 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Everalls Wealth Management (EWM) was formed by the DFK Everalls Group to provide a full suite of high quality, comprehensive & tax effective financial planning services. We are now one of the Top 5 Financial Planning firms in Canberra.
EWM chose to be licenced through Capstone Financial Planning. Capstone is one of the largest privately owned licensees in Australia. Capstone is an independently owned and operated business, meaning they are not owned by a fund manager, insurance company or other financial institution.
Our association with Capstone allows choice, flexibility and autonomy in our advice, meaning we are not limited to particular products. We have a broad range of financial planning solutions available, allowing the advice we provide to be tailored to your individual situation.
Talk to us about how to
Retire in style Protect your family Take control of your super Achieve your financial goals
Achieving these types of financial goals is much easier with advice from the experts. EWM delivers exceptional quality strategic financial and investment planning combined with portfolio management. We aim for nothing less than unsurpassed client satisfaction in financial planning. EWM offers a comprehensive approach to all of your financial planning needs and will customise a unique solution to suit your individual unique situation.
Specialties
All 8 specialties
- Retirement advice and Superannuation solutions
- Portfolio selection
- Management reporting and reporting
- Insurances
- Succession and estate planning
- Voluntary redundancy advice
- Negative gearing
- Rental properties and negative gearing
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 5; 224 Bunda Street; Canberra City, ACT 2601Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Names are withheld until a consented source exists.
FAQ
Which legal entity operates under Everalls Wealth Management?
One Australian Capital Territory entity on the ABR: EVERALLS WEALTH MANAGEMENT PTY LTD (ABN 51 601 196 196), high confidence.
How many people work at Everalls Wealth Management?
6 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Everalls Wealth Management have offices?
One address on record, Australia only. Primary: Level 5, 224 Bunda Street, Canberra City, ACT 2601.
Has Everalls Wealth Management raised funding?
None linked to this brand.
What does Everalls Wealth Management list as its specialties?
Eight tags on the brand's own list, among them insurances.
Which companies are listed alongside Everalls Wealth Management?
7 profiles list Everalls Wealth Management as a peer — 79th percentile in Financial Services. It lists ten peers of its own. Green Associates Financial Planners and Bronson Financial Services list it back.