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IN YOUR FUTURE

4 BENEFITS OF INVESTING WITH EVEREST WEALTH

We are a private investment and wealth management company specialising in alternative investments. We have a proven track record, having delivered a 12.80% + gross yield for our investors, year-on-year, for the 5th year running.

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ALTERNATIVE INVESTING

Through a diverse range of managed assets selected from several sectors, we seek stable returns for our investors.

The Amethyst Living Annuity is an income investment solution that offers investors double-digit returns, with an additional Inflation Protector to help you navigate the future, on your terms.

  • 12.12% Annual return
  • Minimum amount: R100 000
  • Inflation Protector Dividend
  • Class A preference share
  • T&C apply
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The Onyx Income+ portfolio is ideal for investors looking to receive consistent monthly returns, with a fixed 5-year term.

  • 14.20% Annual return paid monthly
  • Minimum amount: R100 000
  • Dividends paid monthly
  • Class I preference share
  • T&C apply
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The Jade Strategic Growth portfolio delivers double-digit returns as well as a special dividend paid at the end of the fixed 5-year term.

  • 14.20% Annual return
  • Minimum amount: R100 000
  • Dividends paid on maturity
  • Class B preference share
  • T&C apply
COMING SOON

IN THE MEDIA

TWO-POT SYSTEM

Everybody is talking about the implementation of the “2 Pot System” so here is a simple explanation of how it works. If you’d like to know more about how it will affect your retirement strategy, speak to an Everest Wealth advisor or read our factsheet below.

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27/08/2024

Prospective financial advisors

Thys van Zyl, Chief Executive Officer at Everest Wealth visits Francois Botha at “Die GROOT Ontbyt” to talk about prospective financial advisors.

WATCH HERE

20/08/2024

CHANÉ KOTZÉ

Meet Chané Kotzé our dedicated Client Liaison Specialist at Everest Wealth. With a passion for client experience, Chané ensures that every interaction leaves a lasting impression. Her expertise in event marketing and brand activations allows her to create memorable experiences that resonate with our clients and enhance our brand’s presence.

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20/08/2024

Two-Pot: Be ready for delays and the taxman

The two-pot retirement system came into effect on 01 September 2024, but who thinks they will have quick access to withdrawals may be disappointed.

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03/09/2024

alternative investments and their necessity.

Thys van Zyl, Chief Executive Officer at Everest Wealth visits Izaan Steenkamp at “Die GROOT Ontbyt” to talk about alternative investments and their necessity.

Watch here

03/09/2024

Everest Wealth ensures that the investor's interests always come first.

In this “Netwerk 24” article Everest Wealth is playing the long game with its ever-evolving solutions.

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03/09/2024

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Everest Wealth Management (PTY) Ltd (2002/004025/07) is a registered financial services provider.FSP 795 CAT I & II & IIA.  | Everest Advisory Services (PTY)  Ltd ( 2017/362676/07) is a registered financial services provider. FSP 49495 CAT I. | Everest Protect (Pty) Ltd (2022/840317/07) is a registered Financial services provider with the FSCA. Registered FSP 52980 CAT I .

DISCLAIMER

Everest Wealth Management (Pty) Ltd (2002/004025/07) is an authorised financial services provider, with FSP number 795 CAT I & II & IIA (“Everest Wealth”). Everest Wealth hereby informs all current and prospective investors and users that there are risks involved when entering into any investment. It is recommended that investors consult an accredited financial adviser before making any investment into Venture Capital ("VCCs"), Private Equity (“PEs”) or Private Debt ("PDs") companies. The content provided, does not constitute a solicitation, guidance, proposal, invitation or investment recommendation, and prior to selecting an investment it is recommended that investors seek specialised financial, legal and/or tax advice. All information contained herein, is subject to change without notice. Full disclosure documents can be obtained on request from Everest Wealth Management. Laudian Investment Holdings (Pty) Ltd (2015/385366/07), and its subsidiaries, are not financial service providers (“FSP”) and is governed by the Companies Act of South-Africa (71 of 2008). Private and confidential, all rights reserved, E&OE.

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