Everest Wealth: Clear, personalized financial plans for confidence and freedom.
Everest Wealth, located at 125 Cambridge St in West Leederville, is a financial consultant offering holistic, practical planning. Clients praise a comprehensive financial plan, a clear investment strategy, and thoughtful maternity leave planning, all explained in easy-to-understand terms. The team is known for organized, transparent service that helps clients set goals, take informed steps, and feel empowered about their financial future.
125 Cambridge St, West Leederville WA 6007, Australia
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Comprehensive strategies tailored to your goals, including retirement, savings, and investment plans.
Personalized investment advice to build and manage wealth with clear, actionable steps.
Support for major life events like maternity leave, career changes, or estate planning.
Assistance in creating wills and estate plans to secure your financial legacy.
Integrated guidance covering all aspects of your finances for long-term confidence and freedom.
Overall rating
Alex Was
I had a great experience with Ashley from Everest Wealth. He took the time to understand my situation and what I wanted in terms of advice. He delivered a clear and practical financial strategy that suited my goals perfectly. It was so nice to have things explained in a way that my 30yo self understands. I would recommend Everest Wealth to anyone I know and will definitely be a repeat client.
Caitlin Duffie
I had an incredibly positive experience working with Everest Wealth from the whole team. They created a comprehensive financial plan, a clear investment strategy, and a thoughtful maternity leave plan that truly gave me peace of mind during a major life transition. Throughout the process, everything was explained in a way that was easy to understand, and I learned so much about my finances and future options. Thanks to Jacob’s guidance and follow up with other Ashleigh, I now have a will in place, clear goals to work toward, and a strong sense of freedom and confidence about my financial future. The care, clarity, and expertise they provided made a huge difference, and I genuinely feel supported and empowered as a result. I would highly recommend Everest Wealth to anyone looking for holistic, thoughtful financial planning.
Jack Stachurski
I’ve had a great experience with Scott and Sam from Everest Wealth. They took the time to understand my goals, walked me through each step, and delivered a clear and practical financial strategy. Professional, responsive, and highly trustworthy can’t recommend their services enough
Courtney Kane
I turned 30 this year so I thought it really was time to get my finances in order, start financially planning for my future and getting some help to get me on the right track. So I reached out to She’s on the Money for a referral to a financial advisor and was referred to EverestWealth. From the outset, EverestWealth were incredibly friendly, professional, organised, transparent, flexible and thorough. EverestWealth have excellent systems in place that really streamline the process, breaking tasks down clearly and even making scheduling appointments easy. My financial advisor, Chris, and his right hand, Con, were very personable, kind and supportive, they explained things clearly and re-explained things with patience, ensuring understanding and increasing my knowledge. Rachel, responsible for implementation of the financial plan, provided thorough updates at regular intervals, creating confidence that things were getting done and that you didn’t need to follow up. As a result of engaging with EverestWealth, I am making better decisions financially, moving towards achieving my short term and long term goals, and am feeling empowered financially. I cannot recommend EverestWealth enough. Thank you for everything, Melbourne team!
Chloe
We have had such a fantastic experience with Everest Wealth. They really took the time to understand our current position and our goals for our family, and provided us with advice and strategies to ensure that we continue to build from a solid foundation. From the first meeting through to the implementation of advice, we were supported every step of the way which made the entire process smooth and stress-free. Highly recommend!
