Everest Partners Private Wealth Management
Multi-disciplinary
We provide our clients with access to a range of highly trained and qualified staff including senior advisers, administrative assistants and paraplanners. In this way, we ensure that each client optimises their financial position and gets hands on specialised personal attention.
Client-focused
We continuously and proactively look for ways to improve your wealth, financial health and retirement planning. Your well-being is our core focus, and everything stems from our insistence that your interests be pre-eminent in our advice.
Ethics-based
Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.
Our Goal
Our team operate with the highest level of professionalism and personability to ensure that we give you practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.
Our Quality Guarantee
Our business is an exclusive invite only firm that services a select group of private high net wealth individuals. Our business therefore only grows on the strength and satisfaction of existing clients and their kind referral of our specialist advice and services to their friends and family. In short, our clients satisfaction and success is integral to our success!
Our Services
We provide a full range of financial planning and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation, including self-managed superannuation advice and administration, estate planning, retirement, and inter-generational financial planning.
Our Process
