It is only through formulating a carefully constructed financial plan that investors will ensure that they navigate the often treacherous course to retirement as well as assess their personal financial risk and insurance needs along the way.

At Everest we acknowledge that there are at least as many ways to plan financially as there are individuals. That is why our approach is to formulate a disciplined financial plan for each of our clients and offer clear and unbiased advice by objectively assessing our clients needs. We take time in understanding what these needs are as well as to assess the ongoing viability of current financial plans, as our client’s needs shift. Our services focus on the following core issues:

• Investment Planning: by assessing an individual’s entire estate and appetite for risk, we are able to recommend a range of local and off-shore investment solutions
• Retirement Planning: the first step to retiring comfortably is to understand how much you need to get there. Our consultants will assess all current retirement savings and will advise on any gap-savings required, as well as retirement preservation options available
• Life Cover Assessment: we conduct a holistic assessment of our clients’ insurance arrangements and advise on any superfluous cover or additional cover requirements
• Tax and Estate Planning: clients’ estates and financial affairs are assessed to achieve an optimal structure for each individual as well as leverage on tax savings. In addition, we offer a user-friendly service to draw-up and review clients’ wills
• Preservation: we offer a highly cost effective means to preserve retirement savings on exit