Everest Private Wealth in Leederville, Western Australia, Australia | Financial planner

Everest Private Wealth

Locality: Leederville, Western Australia, Australia

Phone: +61 8 6249 7266

Address: Unit 1, 628-630 Newcastle Street Leederville 6007 Leederville, WA, Australia

Website: http://www.everestprivatewealth.com.au

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• Financial planner

25.01.2022 Just in case you missed it

23.01.2022 Wishing all our clients a safe & happy Easter!

22.01.2022 Love getting these reviews from our clients

21.01.2022 A great article that one of our advisors Scott Taylor helped create on a few things to consider before withdrawing your Super. Thanks to one of our valued business partners Credabl WA for helping facilitate

21.01.2022 Hostplus in the news again- We look to bring transparency and diversification to our clients super funds. If you would like to know how this might be affecting you please get in touch https://www.afr.com//revealed-hostplus-fund-70pc-run-by-re

21.01.2022 Are you a sole trader? Did you contribute to your super fund this financial year? If you haven't done so already you need to by 30 June or it could mean that your insurances won't be active. Contact us today for an obligation free appointment

20.01.2022 Lest we forget

20.01.2022 MEET THE TEAM Alex Luck - Financial Advisor Upon graduating with a double degree in commerce and economics in 2012, I had a career aspirations to be heavily involved in the financial sector. I started out working as a taxation accountant with small to medium size businesses. ... Working with these businesses I gained first hand experience of clients needs and expectations when it comes to their financial affairs. After a few years in accounting, I then shifted my attention toward a financial adviser role. From that point on, I realised my true passion was to work with people to achieve their personal financial goals. Fast forward many years down the track and I'm still doing what I truly believe in with the same passion and enthusiasm. What this means to you is that I've had exposure to lots of people and ideas from many different industries and backgrounds. I have an excellent understanding of what works and what does not work for my clients. This is all so that you can benefit from my experience and 'fast track' your financial aspirations and goals by working together. Sound good? When I'm not working I tend to be quite active. I'll either be at football training, the gym, AFL 9's (in summer), swimming or hiking/snowboarding depending on the seasons.

18.01.2022 Please join us at 9.20am F45 Leederville for a exercise charity session to support mental health. When - 19/09/2020 at 9.20am Where - 19/663 Newcastle St, Leederville WA 6007 What to wear - Exercise clothes... Cost - $0 we will fund your class fee (all proceeds to charity) Please comment below ASAP if you wish to attend, limited to 20 spots only. We will provide coffees/drinks after as well.

18.01.2022 If you are free next Monday come and join our webinar

18.01.2022 Congrats to our star employee Ashley on 1 year of service and earning his Everest Private Wealth jacket #teamwork

18.01.2022 We built our business on three pillars of advice - Wealth Creation, Wealth Protection and Wealth Legacy. In our experience, all three pillars should be in place to ensure your financial security. What does Wealth Legacy mean to us? Wealth Legacy is about protecting what you have worked hard to build. Its also about ensuring your loved ones are looked after and reducing any unnecessary tax burdens or complications. Estate planning is more than just about passing on the wealth youve accumulated, and its more than just making a Will. Its about making sure your wishes are met when it comes to the distribution of your assets, and ensuring medical and financial decisions are in the hands of someone you trust if youre not able to make those decisions for yourself.

17.01.2022 Weather The Storm We offer you protection from the events and risks that can wipe out your lifes hard work. Having the right insurances in place means you and your family can still live with financial security if you lose your ability to earn an income. Your insurance can cover your living costs, and depending on the event, may cover medical expenses and rehabilitation costs.

16.01.2022 Remember The Journey Would you like to leave a financial trail and legacy for the next generation to follow? Do you want your journey and accomplishments remembered? We can help you protect what you have worked hard to build and make sure your loved ones are looked after. Well work with you and your solicitor to make sure your assets are distributed according to your wishes and that your achievements benefit generations to follow.

15.01.2022 How beautiful is the WA coastline

15.01.2022 Cashflow analysis is the basis of a good financial plan, understanding your income, expenses and where you can save all help to ensure a good foundation for planning for your future. We will work with you to analyse your current spending habits, improve your saving techniques and savings rate to help you achieve financial security.

15.01.2022 Lights Camera Action! Shooting some financial educational videos for the new financial year. #happyeofy #blooperreelcomingsoon

13.01.2022 It's been a month since we attended the EMS Conference in Japan and we are definitely missing the snow! Who's heading back next year? ... #everestpw #emsconferences #japan #rusutsu #snowboarding #financialplanning #education #rupow

12.01.2022 Meet the newest member of our team - Jerome Orr-Young I have completed a Bachelor of Commerce degree with a major in Accounting & Finance with UWA. Whilst I was studying, I started working at NEO Financial Solutions which is a financial services licensee. I also completed a Diploma of Financial Planning during my time with NEO.... I have since moved onto becoming the Compliance Manager for Everest Private Wealth and I couldnt be happier! I take pride in ensuring that all financial advice provided by Everest Private Wealth is of the highest standard. I have a passion for the Cryptocurrency markets, so I spend most of my free time keeping up to date with whats going on in the market as well as playing basketball or socialising with friends.

11.01.2022 Happy Father’s Day to all the great dads out there #fatherandson

11.01.2022 Protecting your wealth is a vital part of our holistic financial advisory service. Our tailored Insurance Advice and Wealth Protection solutions underpin our Wealth Creation Strategies allowing you to Weather The Storm if necessary whilst still continuing on to Ascend the Peak. We can provide advice on the following types of insurance: Life Income Protection Total & Permanent Disability Business... Trauma/Critical Illness See more

11.01.2022 Ascend The Peak Grow your wealth to reach financial security with our expert guidance and support. What does financial security mean to you? Its different for everyone, for some its living comfortably now, for others its planning for the future. Well find out whats important to you, get a realistic picture of your current financial position and then detail steps to help you Ascend The Peak and attain your idea of financial security.

10.01.2022 Happy International Women's Day to our incredible Mums, and to all the other amazing women out there!

09.01.2022 We help our clients get their whole financial affairs in place. We focus on helping them achieve their goals and have protection in place in case things go off track. Do you know someone who could benefit from a complimentary consult with us? ... Please get in touch to make an appointment, we can help anyone Australia wide & do consults via zoom call.

09.01.2022 Thanks to all our Paramedic clients who took the time and entered our competition! Here are some of our favourites... It was a very hard choice but there can only be one winner, congratulations @debb.o you scored yourself a $500 travel voucher

09.01.2022 Shoutout to all the Mums out there, hope you have an amazing day

05.01.2022 We're really looking forward to this conference and meeting you all.

05.01.2022 MEET THE TEAM Scott Taylor - Financial Advisor I started in the Financial Services industry in 2007 with BT Financial Group. ... Working close with Financial Planners for over 10 years assisting and providing advice on their business to assist them to grow and become more efficient. I was also responsible in educating Financial Advisors on different areas of advice and upskilling them. Whilst working here I continued upskilling and completed my Advanced Diploma of Financial Planning. Whilst I enjoyed working with Financial Advisors with AMP and BT Financial Group, my true passion was to work directly with clients and to have a positive impact on as many people as possible. I love educating my clients so that they understand the recommendations I put before them so that they can feel empowered to take control. Outside of this great industry I am a die hard 'Football' Fan following Arsenal in the EPL. I also enjoy staying fit, healthy and travelling various parts of the world.

05.01.2022 Were pumped to be sending out these T-shirts to all our Paramedic clients tomorrow. A huge thank you to Daniel and the @StreetX team for helping make this possible. Thanks to all the paramedics and medical personal working hard for us during this pandemic #standupforyourparamedic

04.01.2022 Happy birthday to Scott for yesterday Here's a throwback to our younger days when we first started EPW

03.01.2022 It's not uncommon for people to put off making investment and financial planning decisions. However, it is common for people to experience massive losses and setbacks during their lives as a result. You need to take control, and now is the best time to do so. Everything we do at Everest Private Wealth is designed to challenge the traditional idea of financial planning. With an efficient and professional approach, we have created a simple and transparent system to provide financial advice; a system which is designed to leave you with a better financial planning solution.

02.01.2022 We are sending these out to our Paramedic clients this week to show our support for all the hard work they do on a daily basis Thanks @streetx #standupforyourparamedic #everestpw #paramedic #wa

02.01.2022 Mid financial rant in our FB live seminar last week The Pandemic & Your Money

02.01.2022 A great post from @mymillennialmoney regarding super and what it means if you were to take the $10K from yours. If you want to discuss your options please get in touch with us today so we can help inform you to make the best decision. [email protected]

01.01.2022 Sometimes working in finance can be stressful... #longhairdontcare #hairgoals

01.01.2022 MEET THE TEAM Ashley Pickett Client Manager Upon graduating from Curtin University with a Bachelors degree in commerce majoring in finance I commenced my first internship with Everest Private Wealth. Shortly after starting I was offered a full time position and have since been building my knowledge to one day become an adviser. ... I have a passion for the finance industry and spend most of my spare time trading stock on the American exchange and have been for almost 5 years. When I'm not in the office you can either find me at home looking at charts or out socialising with friends. I thoroughly enjoy a good conversation so feel I am in a great position with Everest Private Wealth being able to engage with clients daily.

01.01.2022 A huge congratulations to our clients Jacob & Destiny for bringing this beautiful boy Te Hurinui into the world!