Built different. Built for them.
Picture this: it's 2018. Scott and Alex had been working for corporate finance suits for over a decade. They were done with the complexity, the bureaucracy, and the lack of care for clients.
They saw a generation of young Australians being locked out of financial advice — an industry geared almost exclusively toward the high-net-worth and the grey-haired. So they decided to change it.
Like the best bootstrapped start-ups, Everest was born in a home office. Their first clients came from four seminars to 100+ WA St John Paramedics. And it's never looked back.
Today, with Ashley joining as Director in July 2025, a Melbourne office humming with seven permanent staff, and a team spread across Australia and the Philippines — Everest is everything the old industry isn't.
"Give as many young Australians as possible the financial confidence they need, to create wealth they never imagined."
Founded — 2018
Scott & Alex leave corporate finance. Everest Private Wealth is born from a home office. First seminars to WA Paramedics.
Rebrand — 2022
Everest Private Wealth becomes Everest Wealth. New brand identity. Edgy, millennial, purpose-driven.
Melbourne Expands — 2025
Ash joins as Director. Melbourne office opens with 7 permanent staff. 17 new team members hired nationally. Winner: Innovation of the Year — Australian Wealth Management Awards.
Targets — 2026
Top 5 nationally for personal risk insurance written. 1,900 new clients. $3m+ new business premiums. FUM of $500m+. Building our ongoing service book.