Word from the
SUMMIT
Dear
VALUED CLIENTS,
As we enter the second half of 2024, we are excited to share significant milestones and forthcoming developments at our company. This year, we are proud to disburse approximately R25 million to our 5-year term Amethys Living Annuity clients, reaffirming our unwavering commitment to fulfilling our promises and ensuring your financial prosperity.
Our growth projections for the year remain robust, with an estimated increase of assets under management to R1.5 billion. Notably, approximately 50% of this growth will be directed towards living annuities, reflecting our strategic focus on sustainable financial planning.
In recent months, I introduced the Sherpa Method to the public, outlining how we build outcome funds using five key elements. This innovative approach is designed to provide more reliable and structured financial outcomes, setting a new benchmark in the industry.
We are also pleased to announce the launch of two new funds that align with our mission of providing diversified and resilient investment opportunities. As election outcomes influence market dynamics, driving them to record highs, questions regarding sustainability over the next five years arise. This uncertainty underscores our confidence in the Sherpa Method, which prioritises structured planning over leaving outcomes to chance.
Lastly, we are thrilled to announce the premiere of our new show on VIA this month, coinciding with the release of our latest book. We encourage you to stay informed about the exciting developments featured in this new publication.
Thank you for your continued trust and partnership. We look forward to achieving even greater success together in the coming months.
ONYX INCOME+ PORTFOLIO
Start your journey with Everest.
Start the conversation about reaching your financial summit today. Speak to your financial advisor or contact Everest Wealth.
A NEW ADVENTURE
on the horizon
We are excited for the launch of “Parallel Summits” in the coming months. This page turner explores the journey to the top of two steep mountains: Everest and financial freedom. It is the story of Robby Kojetin, a mountaineer whose grit and perseverance led him to conquer Mount Everest after a devastating injury, and Everest Wealth’s Thys van Zyl, an alternative investments expert who helps others navigate the complex terrain of financial planning. They draw parallels between the preparation, determination, and strategic planning required for both mountaineering and achieving financial freedom. This unique read weaves together two narratives, illustrating how the principles of mountaineering can be applied to financial planning. The meticulous preparation climbing Everest – understanding the route, acclimatising to the altitude, and building physical endurance – mirrors the steps needed to achieve financial freedom. Setting clear goals, understanding the investment landscape, and building a diversified portfolio are very much like planning each stage of a climb, are some of the themes that bring this future bestseller to life. Watch this space for book launch dates and outlets.
FAIRBAIRN CONFRENCE
16 July 2024 - CTICC
This year’s Fairbairn Consult Conference will see Everest Wealth as a main sponsor when this event kicks off at the CTICC in Cape Town on 16 July 2024. With less than a month remaining, the anticipation for our annual event is building. We are confident that this event will exceed all expectations, offering more value and insights than ever before. Everest Wealth offers both direct and indirect distribution contracts, as well as referral contracts to external advisors and intermediaries such as accountants and attorneys. We encourage interested advisors to visit our stand at the Fairbairn Conference or click here to discover how you can become an Everest Wealth advisor or offer our innovative products.
CARING DAISIES
Golf day - 08 May 2024
Everest Wealth was proud to be one of the two main sponsors of the 2024 Caring Daisies Golf Day which raised almost R2 million! The funds raised will support various causes, notably covering life-saving medical expenses for Kendra Harmse, Arno Gildenhuys, and Frederick Barnard, all beneficiaries of the Caring Daisies Charity Organisation. Among the participants were renowned personalities such as Morne Steyn, Victor Matfield, Joe Black, Nadine, Liezel Pieters, Ampie, Jakkie Louw, Adam Tas, Neil Somers, Pieter Smit, Pieter Koen, Ruhan du Toit, and Fatman. The event saw 168 players compete across 18 holes. We are also pleased to share a video of the day’s highlights, available on our Facebook page. Watch it here. We look forward to our next charity golf day, the GrootFM Golf Day, on 19 September at Woodhill Country Club.G
AMETHYST LIVING ANNUITY
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Take the first step toward the retirement you deserve. Speak to your financial advisor or contact Everest Wealth.