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Our

Products

Investment products you will be able to sell as an Everest Wealth advisor:

INVESTMENT

Voluntary Money

Person Share Portfolio
Endowment (tax-free or normal)

Compulsory Money

Retirement Annuity,
Preservation Fund,

Living Annuity,
Umbrella Fund

INVESTMENT FUNDS

Alternative Investment Portfolios

We offer advice on solutions for clients requiring a high and consistent return yield, across multiple jurisdictions, and generated by specialised alternative investment assets not found easily at other investment management firms.

Strategic Income Portfolio

A solution for clients requiring consistent income over 12 month periods, but no access to capital over a 5 year term

Strategic US Income Portfolio

A solution for clients requiring consistent income over 12 month periods, but no access to capital over a 5 year term as well as capital valued in ZAR, but returns linked to USD.

Strategic Global Property portfolio

A solution for clients requiring a high and consistent annual return yield, but no access to capital over a 5 year term as well as capital valued in ZAR, but returns linked to GBP.