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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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Our services

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Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Provides you with control on how you invest your super benefits

Articles

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Gross Domestic Product (GDP) – What does it mean?

What does Gross Domestic Product (GDP) mean? Well, it depends who you ask. If you ask the renowned artist Banksy, it is a means by which trademarks can be registered.

Be conscious of how you invest in equities during the ‘retirement risk zone’

In the years just before and after your retirement is a period known as the retirement risk zone. It’s a decade when your nest egg is likely to be its highest.

Two common errors investors make…and how to overcome them

Understanding compounding and portfolio rebalancing could have helped investors overcome emotion-driven decisions during a turbulent six months for stock markets. Duncan Lamont shares why.