TOP TIER
investment Opportunities
With Stable Returns
Discover
Everest Wealth, established in 2002, is a private investment and wealth management company, which specialises in building, maintaining and protecting the wealth of trusts, companies, and individuals under our care.
Our main focus is to offer sound investment management and promote stable returns over the medium to long term. Our non-traditional investments have the advantage of avoiding traditional market fluctuations and provide excellent opportunities for wealth creation under responsibly managed portfolios.
We have the expertise to recommend solutions and funds, with suitable risk and growth indicators, that result in reliable wealth creation and protection. We believe in constantly finding innovative ways to maximise return on investment by developing market-leading, alternative products.
Success is built in a
journey well spent
Our actively involved management team consists of highly skilled members with decades of combined investment and advisory expertise.
Acquiring strategic relationships with key influencers in the financial industry assists towards preservation of strength of business and quality of value offering.
We appoint only qualified and passionate employees, with a focus on skills development, to ensure that our personnel aren’t just dedicated to their positions, but also growing
the business while growing themselves.
VALUES
Our actively involved management
team consists of highly skilled members
with decades of combined investment
and advisory expertise.
VISION
Acquiring strategic relationships with key
influencers in the financial industry assists
towards preservation of strength of business
and quality of value offering,
MISSION
We appoint only qualified and passionate
employees, with a focus on skills development,
to ensure that our personnel aren’t just
dedicated to their positions, but also growing
the business and growing themselves.
Meet the Everest Wealth
Team
Chris van Zyl
Private Equity Management
Conrad Henning
Director
Willem Van Der Heever
National Head: Production
Jakov Meyer
Distribution Manager
Laetitia Vorster
Receptionist
Rean Combrinck
Technology Strategist
Mariëtte Botha
Administrator
Odette Van Zyl
Advisor Support
Mark Bullock
Product Specialist
Ruan Nel
Product Specialist
Chané Kotzé
Communications & Liaison Officer
Jana Du Plessis
Public Relations
Geraldine Barkhuizen
Public Relations Coordinator
Rudolph Janse Van Rensburg
Portfolio Analyst
Jaco Britz
Business Development
Ruan Crane
Design Specialist – Dynamic
Abrie Cronjé
Relationship Manager
Hendriette Bosch
Team Leader: Advisor Support
Megan Groenewald
Administrator
Reinhard Rossouw
ICT Technician
A business is only as strong as the team which supports it. Passion, engagement and support are the cornerstones the Everest Wealth team.
We started from
humble beginnings
2022
Opened flagship offices in Centurion.
Taken first steps toward digitisation.
Developed long-term branding vision.
Team grown to over 20 employees.
2023
2002
2006
2008
2011
2016
2019
2020
2021
Our
approach
Wealth Creation
Quality investment management through unique, specialised, exclusive and alternative investment solutions, promoting stable returns for clients over the medium to long-term. Focusing on voluntary, pre- and post-retirement value generation.
Wealth Protection
True wealth is built over time and at Everest Wealth, although we have a proven track record of delivering above-average returns for clients, we further promote holistic financial advice, aimed towards ensuring that our client’s wealth is further protected, by means of a specialised house-view of long and short term insurance, medical aid and other financial service solutions.
Wealth Conversion
Everest Wealth aims to manage its investment solutions with an emphasis on generating high dividends and/or interest coupled with a steady capital growth or high capital preservation. This makes our solutions better equipped towards a streamlined transition for clients into an income-requiring phase of their lives, without exposing the client’s value to far greater volatility and/or risks, and simultaneously creating higher expectations of level of income generation.
Legacy
Finding unique alternatives such as Private Equity at the core of our investment solutions means understanding that financial advice should be aimed not only at investment and insurance, but in the fields of tax, estate and fiduciary planning to ensure that much value is retained by our clients whilst living and in death.
