Working without breaks should mean living without limits.

While you help others, we get your money helping you. Everest Wealth.

Calling all health workers. Let’s get started to make sure you have a sound financial plan in place. Because your financial future is too important to leave in the ‘too hard’ basket.

Know your speciality? So do we.

 

We work with:

  • paramedics

  • nurses

  • doctors

  • dentists

  • allied health professionals including pharmacists, physiotherapists, chiropractors, dieticians and occupational therapists.

 

We are specialists in providing financial advice to medical professionals. Too often, medical professionals neglect financial opportunities because they simply don’t have the time or expertise.

 

Our financial advice for medical professionals includes guidance on salary packaging and tax minimisation strategies.

Financial advice for allied health workers and medical professionals.

Our Partnership with EMS Conferences

EMS Conferences Australia breaks the traditional format of “boring old conferences” with excellent PD in idyllic locations. They hold three conferences a year in Rusutsu, Queenstown & Bali with PD available for nurses, doctors & paramedics.

As part of giving back to the community, Everest Wealth & EMS have teamed up to contribute $15 from each 2023 conference registration to go towards raising money for Beyond Blue. We aim to raise $9,000 - check out the EMS Website to see how we are tracking!

What medical professionals have said about us

Kind words

 

You will be blown away at the service they offer…

“I was recommended to see the lovely men at Everest Wealth by many of co- workers (paramedics) who also seek their services. Alex took care of myself and my partner, putting us on a financial plan. We were educated and advised on how to allocate our money. I can phone Alex and Ashley at any time and be looked after immediately.

You will be blown away at the service they offer, and the best part is you can use your super money to help pay.

I have recommended this company to anyone asking for financial advice.

You guys rock.”

— Rikki Egan

Professionalism, Quality, Responsiveness, Value.

“Thank you so much to the entire team at Everest for helping us sort through all our finances. Throughout the entire process, everything was explained and all of our questions were answered with honesty. We felt supported, fully informed and comfortable from the first phone call. After a great experience, we now have a clear view of our financial position, goals set out for our future and a great plan moving forward. We look forward to working with the Everest team again in the future.”

— Jessica Dring

We know what you’re about

Today is the best time to improve how you save, invest and protect your money. While you’re on shift, we’ll start shifting your money in the right direction.

 

Are you:

  • Time poor?

  • Suffering from analysis paralysis?

  • Certain you need to act but not sure where to start?

  • Want to make the right move, but just not sure what it is?

  • Worried that your financial research may not contain the best quality data?

  • Anxious about your spending habits?

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