Everest Wealth, established in 2002, focused to offer sound investment management, promoting stable returns over the medium to long term.

Contact

+27 87 654 8705

3rd Floor, Building C, Westend Office Park, 250 Hall Street, Centurion, Pretoria, 0046.

info@everestwealth.co.za

about company

Everest Wealth and the value we can 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 and 12J structures 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.

Beginning

We started from humble beginnings

Wealth Journey

Our approach to your wealth

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, 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 & other financial service solutions.
WEALTH CONVERSION
Everest 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 Client value to far greater volatility and / or risks, but simultaneously creating higher expectations of level of income generation.
LEGACY
Finding unique alternatives such as Private Equity and l2J structures 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 as much value is retained by our Clients, whilst both living an din death.
what we do

What is wealth to you?

We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.