Our clients experience
the world differently

LET’S BEGIN

About Us

Partnering with you to provide you with the confidence and freedom to achieve your goals for the future.

Whatever you aspire to do in life or whoever you aspire to be, we work with you to develop and implement a tailored strategy to help you take control of your financial future so you can get on with enjoying life, it’s at the heart of all that we do.

Providing transformational advice and ongoing rational guidance that can measurably impact every part of your life and help you navigate the complex financial landscape.

With access to a well-resourced and diverse range of professionals, you can take comfort knowing that your best interests will always be served.

Services We Provide

With a foundation built on innovation, integrity, and a proven track record, our advice will provide clarity around your projected financial position and future requirements, assisting you in making informed decisions. Helping you develop and implement a plan that makes the most of your financial position and gives you the greatest probability achieving your goals, whilst providing you with an objective sounding board, ensuring implementation and freeing up your time through delegation.

  • Strategic investment advice will give you the clarity and confidence to plan for the future. Regardless of your life stage or whether your goals are ambitious, conservative, short-term, or long-term, you can start shaping your future today.

  • Wealth Creation and Asset Management is designed to help you grow and protect your financial assets. We deliver tailored investment strategies that align with your long-term goals while managing risk. With expert guidance, tax-efficient solutions, and diversified asset allocation, we ensure your wealth is optimised and safeguarded.

  • Maximising your superannuation contributions is crucial for ensuring a healthy income stream in retirement. Key factors to consider include your need for capital access, your contribution capacity, your investment horizon for long-term financial growth, and your retirement income requirements.

  • Building wealth requires a sophisticated and disciplined approach to investing and portfolio construction. We create investment portfolios designed to meet your specific objectives, providing you with clarity, transparency, flexibility, and control. 

  • Helping you navigate the transition from work to retirement, we create a strategy that ensures financial security, optimizes your income streams, and addresses essential considerations such as superannuation, tax planning, and lifestyle goals. Whether you're approaching retirement or already there, our expert advice will guide you through the complexities, so you can enjoy your next chapter with confidence and peace of mind.

  • We implement a framework to assist you in gaining more clarity around your cash flow and understanding of your actual requirements. We undertake cash flow and expenditure reviews to help you understand and optimise your inflows and outflows, ensuring that you utilise your available cash flow effectively and maximise its benefits.

  • The financial decisions you make today greatly influence the transfer of your wealth and assets in the future. We focus on creating effective structures to ensure a smooth, tax-efficient transition, providing peace of mind that your family will be well taken care of.

  • Providing a structured approach to managing and reducing debt, we assess your current financial situation and develop strategies to optimize loan structures, lower interest costs, and improve cash flow. Whether you're looking to pay down existing debt or finance new goals, our tailored solutions will help you take control of your debt, reduce financial stress, and achieve long-term financial stability.

  • We work with you to ascertain the right level of cover aligned to your desired outcomes and expectations, whatever your circumstances, We help you understand the cost benefit of varying structures and levels of cover, review cost and cash flow effective insurance policies.

Steps to Success

  • The purpose of your first meeting is to understand your why. We want a deep understanding of your position and objectives, and how we can add value to your financial landscape. We’ll ask plenty of questions, and we’re sure you’ll have some too. If we believe we can add value to your financial landscape we will explain how.

  • At your instruction, here is where we’ll begin working on the development of your long-term financial blueprint, or Statement of Advice. Your situation is unique, and so is the advice we prepare. Your Statement of Advice includes the strategic planning requirements and recommendations for how your funds should be invested in order to meet your goals. This typically takes our team ten business days.

  • Once your Statement of Advice has been prepared, it is presented and provided to you, typically in person — but it can be virtual if you would prefer. Our advice process and presentation will never have a 'cookie-cutter' approach or 'system generated' recommendation for how you achieve your goals. Every strategy and recommended will be unique to you and your individual objectives.

  • Upon advice acceptance, our team will immediately begin work. Here's where we put our words to action. You will be introduced to your dedicated Client Services Manager (CSM) who will lead your implementation. Our sole interest is in developing a valued, long-term relationship with you. We are not focused on short-term rewards or transaction fees. Therefore; we do not charge to implement your advice. Once your implementation is complete, your Adviser will make a time to meet and review your strategy and experience to date. We welcome your feedback, good, bad, or indifferent. It is what makes us all better.

  • We are always on call to provide rational guidance. There are no additional costs, it's all part of the service. To make sure we’re always on the same page, you and your Adviser will agree on an ongoing review regime. During the early stages of our partnership, you may like to meet more often, but as comfort levels increase, we find our clients enjoy meeting once or twice a year.

  • With all investments made and advice implemented, sit back and relax, knowing you are in safe hands. Complete access and transparency to your investments and portfolio at all times via our secure online portal, providing daily balances and performance data.

Who We Help

Our clients comprise of professionals across a wide range of industries, business owners, self-managed superannuation funds.

  • We help you grow your wealth with personalised strategies to build a strong financial future.

  • We provide tailored plans to ensure a secure and comfortable retirement, giving you peace of mind.

  • We offer expert financial guidance to help you maximise your earnings and manage complex compensation packages.

  • We deliver sophisticated wealth management solutions to protect and enhance your financial legacy.

  • We support you with strategic financial planning that balances personal wealth with business growth.

  • We help families achieve financial security and plan for future generations with comprehensive, family-focused financial strategies.

Meet the Team

  • Craig Beck

    AUTHORISED REPRESENTATIVE

    Craig specialises in partnering with individuals and families to create clear, actionable plans that achieve their life goals with confidence.

    Leveraging extensive experience across various aspects of financial planning, he provides personalized wealth advice tailored to each client's unique needs and circumstances. Craig is dedicated to delivering clarity and precision in financial strategies, ensuring that clients can navigate their financial future with assurance.

  • Keenan Maes

    AUTHORISED REPRESENTATIVE

    Keenan has a unique and broad skill set where he delivers informed, strategic and holistic financial advice aligned to personal and financial goals. Strengthened by his background in Stockbroking and Wealth Management, he partners with clients to manage all aspects of their financial affairs.

    Keenan offers expert guidance in Strategic Planning, Investment Management, Superannuation, Retirement Planning, Personal Insurance, and Estate Planning, providing a comprehensive approach to achieving financial success.

  • Michelle Wright

    CLIENT SERVICES MANAGER

    Joining the team in 2022, Michelle has over 25 years of experience in the banking industry with 20 of those years in the highly regulated Financial Markets sector.

    With a passion for continuous learning and customer service, Michelle assists in supporting the Principals and maintaining the smooth running of the office.

  • Georgia Williams

    CLIENT SERVICES MANAGER

    With extensive experience in the financial planning industry, Georgia brings a deep understanding of client services to her role at Everest Financial Advisory. Holding a Commerce degree from the University of Western Australia, she leverages her academic background to excel in her diverse responsibilities.

    Georgia is dedicated to Everest Financial Advisory’s success, providing invaluable support to both our directors and clients every day. Her commitment to exceptional service and client satisfaction is central to her role.

  • Tasha Arima

    CLIENT SERVICES MANAGER

    Tasha specialises in building and nurturing strong client relationships, driving satisfaction, and delivering exceptional service. Her approach combines strategic problem-solving with a client-centric focus to ensure that every interaction is positive and productive.

    With a goal to enhance client experiences and contribute to their success, Tasha is committed to understanding client needs, addressing challenges proactively, and fostering long-term partnerships.

  • Farah Despi

    ADMINISTRATION ASSISTANT

    As a meticulous Administration Assistant,

    Farah specialises in managing internal operations and supporting team efficiency behind the scenes. With a strong background in office administration, she excels in organising tasks, maintaining accurate records, and optimising workflows.

    Farah’s focus is on ensuring smooth and effective internal processes, contributing to the overall success of the team and organisation. Dedicated and detail-oriented, Farah is committed to providing reliable administrative support and enhancing operational efficiency.

Visit Us

65 Lindsay Street, Perth, WA
Set within a small business hub, in a quiet residential area

Phone
08 9328 6111

Email
everest@everestfs.com.au

Parking
Paid on-street parking is available on Lindsay Street and all nearby streets.

Public Transport
Buses on both Beaufort and William streets provide easy access to and from the direction of the CBD.

Train
The nearest train station is Perth Central Train Station, a 10-15 minute walk from the practice.