About Everest Financial Services
Everest Financial Services is a family orientated financial services company, established in 1988.
Based in Perth, we help and support working families, those planning to build wealth and those in, or aiming for, retirement. We offer a full range of personalised financial advice.
Whether you need help with cashflow planning, building your nest egg or the protection of your family and lifestyle through estate and risk management advice, we have the experience and expertise to help you.
Over our many years of being in business, we have created long term partnerships with our clients, and helped many successful people make smart financial decisions. We aim to help you enjoy the peace of mind that comes from being financially secure.
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2019 Federal Budget announcement
This year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, especially low and middle income earners. Overall, there were minimal changes to super proposed in the Budget, with minor changes to super contributions for older Australians.
7 technology disruptions happening now: Autumn 2019
Australia looks to be in the later stages of the business cycle, and is not alone here among its developed economy peers. In an environment of potentially slowing growth, we propose that a way forward is to invest in companies which are “share-takers” – companies that can gain market share from technology-enabled advances in their business model, and in changes in consumer behaviour.
Bullet-proofing your equity income portfolio
It’s obvious, if you’re a retiree you need income. With cash and fixed interest offering low yields, equities are a good place to look for income. On the surface, it may seem easy creating an income portfolio from shares – just select stocks from a list of high dividend yielders. However, setting up an income portfolio is harder than you think.