TRUE WEALTH IS
built over time
Take the first step
Everest Wealth
and the value
we offer
True wealth is built over time and at Everest Wealth we understand that every client invests with a specific objective in mind, therefore we offer truly diversified solutions focusing on delivering on those unique objectives.
Everest Wealth has a proven track record to deliver stable above average returns over the medium to long term, finding unique listed and alternative investment vehicles such as Private Equity, which is at the core of our investment philosophy. Building long standing trustworthy relationships is at the heart of all we do, ensuring fair and honest dealings supported by strong corporate governance.
Funds
we offer
Invest in the Everest Wealth
Portfolio of Produts
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.
TRADITIONAL INVESTMENTS
We understand that a personal share portfolio allows astute investors to own a truly tailored investment solution which can fit the suitability of their lifestyles.
We understand that investing globally has the advantage of allowing investors to manage their risk more efficiently by diversifying exposure across asset classes, geographical regions, as well as business sectors across the world.
We understand that personal share portfolios can also offer the ability of owning securities in a portfolio constructed uniquely and specifically for each client, through the expertise and experience of a dedicated portfolio manager.
Voluntary Money
Person Share Portfolio
Endowment (tax-free or normal)
Compulsory Money
- Retirement Annuity
- Preservation Fund
- Living Annuity
- Umbrella Fund
ENDOWMENTS
We understand how endowments offer the ability to appoint beneficiaries on your investments, as well as pay set rates of tax as opposed to marginal tax rates, which allows for greater growth over time.
TAX-FREE SAVINGS
We understand how to maximize the tax-free benefit and generate compounding growth from this type of investment whilst advising clients that there are certain rules to follow.
RETIREMENT ANNUITIES
We understand that not all employers offer retirement contributions. However, it is vital that all investors save towards a comfortable retirement. A personal retirement annuity offers clients the ability to save towards retirement and benefit from a tax deduction for doing so.
PRESERVATION FUNDS
We understand that changing jobs or even retiring might not require you to access all your retirement funds. Preserve your capital by keeping it in a parking vehicle specifically designed for retirement funds.
Living annuities
We understand that a living annuity allows you to manage your retirement savings the way that you want to insofar as level of income, as well as underlying investment choice.
guaranteed life annuities
We understand that a guaranteed (fixed) life annuity gives you the peace of mind of a guaranteed income until the day you die, but this comes at a forfeit of your capital value.
All Everest Wealth financial vehicles
are kitted with
• Consistency of growth
• 5-year minimum investment term
• Minimum of R100k investment
• Fees are charged on growth, not capital
• All returns are calculated at a rate after
 all taxes and fees