Everest Private Wealth

The Everest Wealth team were professional, person-centred, and always very responsive. They demonstrated integrity at every step, and I never felt pressured into making decisions that I wasn't comfortable with. I feel confident in my finances moving forward and am grateful for their guidance. I'd gladly recommend their services.

Couldn't recommend Everest Wealth highly enough! Scott was not only knowledgeable and easy to get along with, but I felt the team truly understood what I was trying to achieve and built my plan around that. Communication was great with prompt responses and they explained everything to me in terms that made it easy to understand. They set aside extra time to take me through all of my questions (no matter how silly I thought they were!). So glad I found Everest Wealth, they have taken so much stress out of financials for me. Thanks team!

Had a great experience with Alex and Jacob to revise finances and set me up for the next few years as well as a clear plan to meet my financial goals. Were very flexible and open to the changing nature of my goals. Absolutely recommend Everest’s services.

Good bunch of guys - personable, professional, and knowledgeable. Was able to provide guidance on our savings goals and money management, while also increasing our future financial security by optimising our super and insurance. It did take a number of months, but progress was halted by Christmas & New Year plus we weren't always the best on prompt responses. But overall a positive and worth while experience.

Our experience with Everest Private Wealth exceeded our expectations. Alex & Nathan were a great team, and were very attentive to our individual and collective goals.
They were able to implement a money management system to help us achieve our goals and develop good money habits.
They also remained a level of professionalism when the transfer of our super went sour.
Alex is also extremely personable and creates genuine connections.
I would recommend Alex & Nathan to establish a set of financial goals!

We had a great experience with Alex and Jacob who exceeded all our expectations and provided great insight into our financial options for the present and future. We absolutely recommend Everest’s services.

I have been really pleased working with Scott and the team at Everest Wealth. After looking at a few different financial advisors, I decided Everest Wealth was best suited for my needs as a younger person looking to invest. Scott has been great at explaining everything clearly to me and even with me moving overseas, the process has been seamless. I highly recommend Everest Wealth.

If you are serious about your financial future and are not sure where to begin. I highly recommend the team at Everest Wealth.
The best in the business!

Financial assistance provided by Scott and Ash has been life changing for us – making what we thought was impossible happen! We are following the plan they developed for us and are now really well set up for the future. Getting financial advice from Scott and Ash was the best investment we ever made.

Scott was extremely helpful with all questions I had regarding reinvesting my super. Was very well prepared for out meeting, put the fact on me and applied no pressure at all. Overall made me feel comfortable in my decision to proceed with his recommendation. Would refer anyone to Scott and his team!

Scott and the team offer a fantastic service. I would recommend them to any millennial who is looking for assistance with their finances.

Scott and Luke have gone above and beyond for my partner and I throughout the whole process and made a daunting situation as easy as it possibly could be. They were even on call for us during a stressful period of purchasing a house off the cuff and ran numbers for us after hours just to give us peace of mind we could actually afford the house. If you’re wanting not just a financial advisor who is knowledgeable but is also willing to go the extra mile (and actually cares), I would 100% recommend putting your trust in these guys. Thanks lads!

I was very impressed with the professionalism and knowledge of Alex and the team at Everest Private Wealth. Alex in particular assisted me in articulating my financial goals and with setting up a great financial plan and insurances to help with these goals. The entire process was very efficient and well explained from start to end. Highly recommend to anyone looking for support with their financial goals!

Highly recommend the service that Everest Private Wealth offer. We’re very understanding of our situation and very adaptable with meeting times. Scott in particular went above and beyond to provide us with extra advice above what we were asking. Very good with follow up and communication.

We had an excellent experience with Everest Private Wealth. The team made the complex process of forming a personalised financial plan for us along with sorting an investment account/investment plan, our insurances and Will. Our meetings were held on Zoom as we live interstate which didn't cause any issues or delays in the management of our financial help.

Everything was explained really well by Alex and we felt calm and reassured through the whole process.

Thank you.

Emilia and Josh

Scott has been such an understanding and thoughtful soul, helped me sort so much out during a really tough time. Professional and great with explaining things.
Highly recommend

The Everest Private Wealth team were honest, well informed and showed interest in my financial goals.
Excellent experience, and recommend them to all my friends.

Incredibly happy with the work of Scott & the team at Everest Private Wealth. They made the process of organising my personal insurances very straightforward. Would highly recommended their services.

I can't recommend Scott & the team at Everest highly enough. Having never worked with a financial advisor previously Scott was extremely thorough throughout the whole journey and extremely attentive to any queries. I look forward to working with them indefinitely as our needs evolve.

I've had Everest PW help plan for my future, assist with an investment plan, optimise my super, sort out my insurances and provide a lot of advice along the way. They were always very patient and gave me a personalised and comfortable experience. They were also super accommodating with the times they could see me, even when they weren't ideal.

They took the time to get to know me and my needs in the first few meetings and made it clear that our first meeting was obligation free. They have been very transparent about their costs and offered plenty of flexibility in how I went about everything. I have the mentality that if I have a car problem I go to a mechanic - and so in this case I really appreciate having someone with more refined skills than me go over my life and financial set up to make me feel much more confident and comfortable about my financial future.

Thanks guys.