Think bigger about your money.
Set your finances up for growth.
We're the professionals' professional. Everest Wealth.
Save, protect and invest your money so you can live your best life. Speak to financial advisers who work with young professionals like you.
You work too hard to waste time
Take control of your finances. With Everest Wealth, we’ll empower you with financial education and you’ll save time.
Cash flow
Our cash flow analysis helps you:
understand what you spend in certain areas
determine an appropriate spending plan moving forward
improve your savings techniques in the best possible way
set a savings plan for that big holiday planned or a first home deposit
ensure you always have an emergency buffer
reduce debt
minimise tax
avoid any unnecessary costs.
Investing
Superannuation
Our investment advice strategies help you:
create wealth through a diverse range of investment platforms and strategies
ensure you’re using the optimum tax structure
analyse benefits and risks in your current investment plan
model, project and compare many alternative investments and pathways
minimise fees and brokerage costs
analyse your ethical preferences to ensure any portfolio accurately reflects your views
Our super advice helps you:
optimise your superannuation investment portfolio
project and compare many alternative investments and pathways
minimise fees where appropriate
analyse your ethical preferences to ensure your super accurately reflects your views
Protect
Property
Our insurance advice allows you to:
decode the personal insurance lingo to ensure you have an appropriate insurance plan tailored to your needs
protect your hard-earned income
plan for your loved ones’ needs (ie childrens’ education)
have an estate plan (Last Will and Testament) in place in case something goes wrong
make sure you have nominated a valid superannuation beneficiary
decode the insurance mumbo-jumbo - we explain the differences and benefits of insurance, such as life, trauma, business, income protection, total and permanent disability, and critical illness insurance cover.
Our property guidance allows you to:
understand the concessions available for first home buyers
know how much is required as a deposit & how this can be achieved
run through scenarios around purchasing your next investment property
understand the cash flow outcomes of purchasing property
How we charge
We provide one off financial advice to the majority of our clients. We also provide ongoing advice if you wish, however this is completely optional here at Everest Wealth.
We charge a fixed fee for service and we will provide you with a written quote following our initial Alignment Meeting. For any insurance advice we are paid a commission from the insurance companies (similar to how a mortgage broker is paid from the bank) and all insurance companies pay the same rate of commission.
Financial advisers for young professionals thinking bigger about their money.
How we’ve helped, in your words
“The team at Everest Wealth were absolutely fantastic in guiding my partner and I through the process of getting our financial goals, plans and insurances into place. They really took the time in every meeting to get to know what we were trying to achieve and provide us with the best plan possible. I could not recommend these guys more.”
— Robert Barrett“Alex, Scott and the team were very professional and helpful in providing financial advice. They assisted us in setting up our goals, cashflow systems, insurances and investment options which will put us on a path to achieve our goals. I would recommend them to anyone thinking about obtaining financial advice.”
— Anthony Giuliani“Outstanding business, made everything clear and simple to understand. The attention to detail was awesome. I cant recommend these guys enough. Thanks Scott and Luke for freeing me of financial stress!”
— Tim Lees“They are getting results & their customer service is phenomenal”
