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.
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 and growing themselves.
Meet the Everest Wealth
Chris van Zyl
Private Equity Management
Willem Van Der Heever
National Head: Production
Odette Van Zyl
Communications & Liaison Officer
Jana Du Plessis
Public Relations Coordinator
Rudolph Janse Van Rensburg
Design Specialist – Dynamic
Team Leader: Advisor Support
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
Opened flagship offices in Centurion.
Taken first steps toward digitisation.
Developed long-term branding vision.
Team grown to over 20 employees.
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.
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.
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.
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.