Climb beyond a salary. Live without limits.
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Shift from wages to wealth. Start now.
Don’t leave your financial wellbeing to chance. Start with Everest Wealth.
You want to know your finances are ready to turn your dreams into a reality. Start the process now.
Our process - it’s simple but effective
1. Book your 15-minute fit call
Make sure we’re the right fit for you. We’ll run through your current situation and why you’re reaching out to a financial adviser. We’ll also clarify the cost of our service as part of this fit call.
2. Strategy meetings and final plan
We meet with you again to gather all your information and confirm the strategy. You’ll receive a formal, plain-English document with recommended strategies. We’ll adjust based on your feedback. We both sign off.
3. Action
We review and lodge all paperwork and implement the plan. Regular updates will be received and adjustments made.
You want to know your finances are ready to turn your dreams into a reality.
Reviewing your finances is important
Your financial plan needs to be regularly reviewed to maximise savings and investment opportunities and maintain financial protection.
Together during our reviews we revisit:
Debt reduction - we review your debt position so that you’re still on track to meet your debt-free goals.
Projections will be recalculated with any updates to the debt reduction plan so you have a visual road map.
When changes are agreed upon, we don’t put the work back on you. Instead, we implement on your behalf to save you the time burden. You’ll receive an updated advice document that explains our changes and why these are appropriate. You receive an updated statement of advice (SOA) or record of advice (ROA) that explains what’s changing and why.
Goals - Are they still realistic and achievable?
Cash flow – are you holding yourself accountable to the original agreed cashflow journey and savings limits?
Insurance – we review your current cover and make sure it is price competitive. Your levels of cover are equally as important and will be reviewed as your life changes.
Investments - we make sure your investment plan is still on track to meet your goals, with new investment projections provided.
Superannuation – we ensure the underlying investments are still appropriate to your situation as well as review your ongoing fees.
