We put our clients at the center of everything we do.
The DFK Everalls team works with our in-house, independently owned Financial Planners at Everalls Wealth Management, and our team at Books & Bas, so that our clients can access all of their financial needs in the one place... We aren't JUST accountants at DFK Everalls.
We believe the key to wealth creation is a strong strategy across both accounting and financial planning, regardless of whether you're an individual or business.
We all work hard to make money, but are you sure your investments are working as hard as you did to earn it? Ensure your financial position is strong, hard working and that you are maximizing your wealth. Are you on the right track to achieving your retirement goals? Are you sure your assets will go to the right people if something happens to you? Have you been offered a voluntary redundancy and not sure what to do with it?
…Talk to us about wealth creation services, superannuation strategies, estate planning, insurance options and other financial services that can put your mind at ease.
You may not know what Financial Planning services include or how they can support in wealth creation, so please don't hesitate to make an appointment with your accountant to discuss how you can unlock the secrets to a thriving financial status and investment portfolio.
Each one of our in-house services is independently owned and operated.
We pride ourselves on delivering non-bais recommendations, with the best interest of our clients at the forefront of our recommendations.
We speak your language!
We have a diverse team that can speak Korean, Spanish, Bengali, Japanese, Lao, Thai, Bulgarian, Russian, Serbian, Croatian, Macedonian and French.