Balance Performance Stability and Overcome Performance For Lasting Success!
Today, the challenge is to overestimate the importance of having guiding principles in asset management when the financial domain is changing like the desert sands. Without a compass, many people and companies find themselves navigating challenging investment terrains, which often results in lost opportunities and unrealized potential.
The right financial partner can change your life and not just your portfolio by lighting the path to wealth. This business is revolutionizing wealth management by emphasizing a creative approach and individual care, making sure customers feel they understand and are in control of their financial path.
Founded in 2002, Everest Wealth has evolved significantly since its inception, especially after a transformative reimagining in 2016. The company recognizes that to improve the financial journey of its clients, it must offer not only traditional investment options but also unique insights and differentiated products.
Everest Wealth specializes in alternative investments that reduce market volatility while providing stable returns. By combining innovative financial solutions with carefully curated funds, they empower their clients to achieve their financial goals with confidence. Our commitment to holistic investment management emphasizes performance stability and higher performance, fostering long-term relationships built on trust and integrity.
Under the leadership of Jarryd Gillmer, at Group CEOEverest Wealth aims to challenge the conventional wealth management paradigm, to ensure that each client’s experience is as enriching as the desired outcome.
Let’s find out more about the Everest Wealth journey:
Visionaries in Wealth Management
Jarryd Gillmer is CEO of Everest Wealth Group, where he is dedicated to transforming the way clients view and manage their wealth. His approach emphasizes that the wealth management journey is as important as the outcome.
Driven by a commitment to challenge traditional wealth creation and preservation methods, Gillmer has cultivated a passion for alternative investments. This focus has led to many successful local and international partnerships, providing distinctive investment products and customized portfolio solutions.
His extensive financial planning and investment management expertise has made him a leader in the financial services industry, where he aims to empower individuals and businesses to achieve their financial aspirations through innovative strategies and exceptional service.
A Transformative Journey in Wealth Management
Founded in 2002, Everest Wealth has a remarkable history in 2016. Its leadership recognizes the need to improve client wealth management by providing innovative insights and unique investment opportunities. The company specializes in sound investment management, aiming for stable returns over the medium to long term.
Alternative investment options effectively reduce the volatility of traditional markets, creating great wealth building opportunities in responsibly managed portfolios. By combining proven financial solutions with carefully selected funds, Everest Wealth creates investment strategies that are tailored to our clients’ financial goals.
This commitment to personalized service and strategic planning makes Everest Wealth a leader in the industry, dedicated to empowering individuals and businesses on their financial journey.
Special Features in Financial Services
Everest Wealth differentiates itself from other financial services providers in South Africa through its holistic approach to investment management. The company prioritizes performance stability and higher performance, combining these elements rather than treating them separately. Its mission is focused on empowering individuals and businesses to achieve their financial goals through personalized and innovative wealth management solutions.
The key to success is our commitment to exceptional service, developing long-term relationships based on trust, integrity, and excellence.
Everest Wealth envisions a future where financial security is within reach for all, by leveraging industry expertise to become a company that will provide comprehensive financial guidance. Its unique offering includes alternative investments that reduce the volatility of traditional markets, providing clients with customized strategies designed to enhance wealth creation while maintaining a focus on stability and responsible management.
Ensuring Tax Efficiency in Investments
Everest Wealth emphasizes the importance of structuring investments along with unique strategies to improve tax efficiency for our clients. By prioritizing dividend returns over other forms of income, the firm allows its clients to benefit from lower effective tax rates. This approach not only yields a fixed tax rate but also provides a more predictable return after taxes and fees.
In addition, since dividends are taxed at a lower rate of 20% for individuals and 0% for companies, clients can enjoy greater financial clarity and stability. Everest Wealth’s strategies aim to create a clear and effective investment journey, ensuring optimal tax management for investors.
Specializing in Alternative Investments
Everest Wealth specializes in alternative investments, focusing on private equity and private debt. The asset class is designed to reduce exposure to traditional market volatility, giving clients the opportunity for uncorrelated investments in private companies. This strategy creates a diversified portfolio that increases overall stability and growth potential.
Building Client Trust Through Transparency
Everest Wealth prioritizes transparency and trust by ensuring that all financial advisors undergo rigorous and continuous training and accreditation. This comprehensive process complements the company’s extensive knowledge of investment solutions, enabling it to provide clients with accurate, reliable information and advice tailored to their financial needs.
Risk Management in Alternative Investments
Everest Wealth uses a rigorous approach to risk management in alternative investments. All financial advisors receive initial and ongoing training, so they can understand investment products. This equips them to provide accurate and reliable advice to their clients, fostering sound decision-making and reducing potential risks in their portfolios.
Incorporating Client Feedback
Everest Wealth is dedicated to increasing client trust and transparency by actively incorporating client feedback into our service offerings. The company ensures that all financial advisors receive extensive training, in order to communicate clearly and guide clients throughout the investment process, fostering a deeper understanding of financial options.
Leveraging Technology for Enhanced Financial Services
In 2024, Everest Wealth began developing a unique end-to-end client experience that enhances pre-investment advice and post-investment journeys. By implementing ever-evolving technology, the company aims to increase access to financial advice and investments, ultimately improving the overall client experience and fostering stronger client relationships.
Navigating the Challenge
Everest Wealth faces significant challenges in South Africa’s current economic outlook, characterized by high inflation and social instability. To solve this problem, the company focuses on private equity and private credit asset classes, which provide a double benefit: generating returns while having a positive impact on the local economy.
Despite the bleak economic environment, Everest Wealth leverages South Africa’s entrepreneurial spirit and strong private sector to identify growth opportunities. By adapting its investment strategy to include alternative assets, the company aims to provide stability and resilience, to ensure clients can navigate market volatility while contributing to economic development.
Measuring Client Satisfaction and Success
Everest Wealth measures client satisfaction through a structured engagement model involving a diverse team of professionals. Advisors connect with clients prior to investment, while internal liaisons assist during the application process.
Post-investment specialists ensure continuous support, ensuring continuous communication. This comprehensive approach allows Everest Wealth to effectively identify opportunities to improve client satisfaction.
Commitment to Corporate Social Responsibility
Everest Wealth is dedicated to creating a positive social impact through various corporate social responsibility initiatives. Key initiatives include:
Invest in Youth: where the firm collaborates with partners like Toerbroers to empower the young generation through events and discussions aimed at fostering a bright future.
Job Creation and Economic Development: By using private equity and alternative investment divisions to create job opportunities and stimulate economic growth in communities.
Create Positive Relationships: By engaging with clients and thought leaders, foster an environment that supports development, learning, and shared success.
These initiatives reflect Everest Wealth’s unwavering commitment to make meaningful contributions to society while actively engaging with stakeholders, demonstrating our dedication to financial success and social responsibility.
Anticipating Future Trends
Everest Wealth strategically prepares for major trends in the financial services industry, especially the integration of blockchain technology and tokenization. This emerging trend is often mistaken as only related to cryptocurrency, but it encompasses a wider scope that increases the accessibility of investments and lowers costs.
Recognizing the potential of the technology, Everest Wealth ensures that its investment offering is compatible with the evolving platform as it evolves. By implementing blockchain and tokenization, the company aims to speed up the process and expand the investment world, making it more inclusive for clients.
As the market for token assets continues to grow—projected to exceed USD 10 trillion by 2030—Everest Wealth is positioning itself to leverage these advances, thereby improving service delivery and client engagement in an increasingly digital landscape. This proactive approach reflects the company’s commitment to staying ahead of industry changes while providing innovative solutions to its clients.
