CHOOSE YOUR ADVISER

Vera Gu 
   
Robert Castro
admin@eppwm.com
Everest Partners Private Wealth ManagementEverest Partners Private Wealth Management
  • About Us
  • Our Services
    • Core Services
      • Financial Planning
      • Superannuation
      • Retirement
      • Investments
      • Finance and Debt Management
      • Risk Insurance
    •  Additional Services
      • Share portfolio management
      • Estate Planning
      • SMSF Advice and Administration
  • Resources
    • Our Diary Notes
    • Our Client Manuals
    • Our Client Newsletter
    • Fact Sheets
    • Financial Calculators
  • Important Documents
    • Financial Services Guide
    • Adviser Profile – Rob Castro
    • Adviser Profile – Vera Gu
  • Contact Us

Everest Partners Private Wealth Management

Contact Us

admin@eppwm.com
L 36, Gateway Tower, 1 Macquarie Pl. Sydney NSW 2000

Close

Sign up to newsletter

Hi there!

We hope you enjoy reading our content. We would love to notify you when we put new content up on our website.

Subscribe with us today!

Sign up to newsletter

Wishing You a Joyous Holiday Season!

Wishing You a Joyous Holiday Season!

As we approach the end of another year, we want to take a moment to extend our warmest wishes to you and your loved ones. The holiday season is a time for reflection, gratitude, and celebration, and we hope you find joy in the company of family and friends. Whether you’re enjoying festive traditions, relaxing with a good book, or planning for the New Year, we encourage you to take this time to recharge and unwind. We also want to inform you that our newsletter will resume in January 2025, bringing you fresh insights, tips, and resources to help you navigate your financial journey in the year ahead. Thank you for being part of our community. We look forward to reconnecting with you in the New Year, ready to tackle new goals and opportunities together. From all of us, have a wonderful holiday season and a prosperous New Year!

As we approach the end of another year, we want to take a moment to extend our warmest wishes to you and your loved ones. The holiday season is a time for reflection, gratitude, and celebration, and we hope you find joy in the company of family and friends.

Whether you’re enjoying festive traditions, relaxing with a good book, or planning for the New Year, we encourage you to take this time to recharge and unwind.

We also want to inform you that our newsletter will resume in January 2025, bringing you fresh insights, tips, and resources to help you navigate your financial journey in the year ahead.

Thank you for being part of our community. We look forward to reconnecting with you in the New Year, ready to tackle new goals and opportunities together.

From all of us, have a wonderful holiday season and a prosperous New Year!

 

 
Teaching Kids About Money The FIRE Movement and Money Management
Breaking It Down – How to Frame Your Goals Clearly
Reflection, Retirement

Breaking It Down – How to Frame Your Goals Clearly

The Big Picture – Why Financial Goals Matter
Reflection, Retirement

The Big Picture – Why Financial Goals Matter

Maximise Retirement Savings Without Sacrificing Other Goals
Reflection, Retirement

Maximise Retirement Savings Without Sacrificing Other Goals

Contact Us

Sign up to newsletter

Sign up to newsletter
© Everest Partners Private Wealth Management 2025
ABN 21 635 916 755 | Financial Services Guide | Disclaimer
Robert's Adviser Profile | Vera's Adviser Profile

Everest Partners Private Wealth Management Pty Ltd is a corporate authorised representative (1278026) of Alliance Wealth Pty Ltd (ABN 93 161 647 007 and AFSL 449221)


General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.