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Everest Wealth
Everest Wealth : Des plans financiers clairs et personnalisés pour la confiance et la liberté.
5(5 avis)
Financial Advisor
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Everest Wealth : Des plans financiers clairs et personnalisés pour la confiance et la liberté.
Everest Wealth, situé au 125 Cambridge St à West Leederville, est un conseiller financier proposant une planification holistique et pratique. Les clients louent un plan financier global, une stratégie d'investissement claire et une planification réfléchie du congé maternité, le tout expliqué en termes simples. L'équipe est reconnue pour un service organisé et transparent qui aide les clients à se fixer des objectifs, à prendre des mesures éclairées et à se sentir plus confiants quant à leur avenir financier.
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Des stratégies complètes adaptées à vos objectifs, incluant la retraite, l'épargne et les plans d'investissement.
Conseils d'investissement personnalisés pour développer et gérer votre patrimoine avec des étapes claires et concrètes.
Soutien lors d'événements majeurs de la vie tels que le congé maternité, les changements de carrière ou la planification successorale.
Aide à la rédaction de testaments et à la planification successorale pour sécuriser votre héritage financier.
Orientation intégrée couvrant tous les aspects de vos finances pour une tranquillité d'esprit et une liberté à long terme.
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.
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.
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
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!
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!
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