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

Chief Executive Officer

CHIEF EXECUTIVE OFFICER (GROUP)

CHIEF OPERATING OFFICER

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

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.

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Thys Van Zyl

Chief Executive Officer

Thys is one of South Africa’s leading financial planners, who has, over the past decade, garnered a passion for alternative investments. He has the uncanny ability to convert ideas into trendsetting concepts and surrounds himself with the right thought leaders to make these concepts a success. Thys is licensed with the Financial Services Conduct Authority and holds several international qualifications.

He has a unique approach to local and international investments and holds the view that investors should act with clarity of information and not out of emotion. He believes that this approach creates solutions that are best suited for the Investor. Everest Wealth’s alternative investment division has, under Thys’ guidance, structured investment solutions for investors, whilst cultivating happy relations and supporting economic development.

Jarryd Gillmer

Chief Executive Officer (Group)

Jarryd’s vision is to be a global leader in the world of investments and to challenge the status quo of traditional wealth creation and preservation. This vision is driven by a passion for alternative investments and has resulted in multiple successful local and international partnerships, ensuring investors benefit from truly unique products and solutions.

Holding graduate and post graduate qualifications in
Finance and Investments, Jarryd strives to utilise his
knowledge as well as vast experience to steer Everest
Wealth towards constant innovation whilst still
maintaining a compassionate and warm approach
to engagement with all investors.

Heinrich Van Der Westhuizen

Chief Operating Officer

Heinrich is driven by one word: Excellence. With years of experience in the broadcast and advertisement sector, he has been integral in positioning Everest Wealth as a key player in the financial services industry. He continuously strives to improve Everest Wealth from an operational and public perception standpoint. He is committed to the long-term success of Everest Wealth finding ways to realise the company’s values.

Holding a graduate degree in Business Management,
he is an entrepreneur in his own right. He continually
seeks to improve on a personal and professional level
and is always ready to engage dynamically with
clients and business partners alike.

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