12 Reviews

Craig Beck

Everest Financial Services Pty Ltd

Silver

20 Yrs Experience

Perth, WA 6000

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Life is unpredictable… making decisions about it shouldn’t be!

Whatever you aspire to do in life or whoever you aspire to be, helping you make the right decisions about money so you can live your best life, is at the heart of all that we do.

We are a successful financial planning firm providing advice and ongoing guidance to help you navigate the complex world of personal finance… leaving you free to get on and enjoy life.

At Everest Financial Services, we charge a fee for our professional services, where all the fees you pay are agreed to in advance before any advice is provided or work performed. This means you know up front how much our advice will cost, and you can be sure there are no hidden surprises.

And, because we are backed by one of Australia’s largest financial services businesses, we have access to a well-resourced and diverse range of professionals.

You can be confident in knowing the advice we provide is reliable, timely and informative, and in your best interests.

What this all means for you:

Reduces anxiety and stress
Reduces your effort and any hassle
Keeps things simple and organised
Saves you time
Reduces costs
Makes you money and rewards you
Reduces risks
Prevents excuses from holiding you back

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Wills & Estates

Our fee for service represents the cost of providing our professional services to you. We provide a range of professional services designed to meet your specific needs. The fee for our services will be calculated as either - a dollar based fee, or a percentage of the assets under our advice, or a combination of both - depending on the complexity of advice and level of service being provided.

4.75 March 2021

'Craig has given me advice in the area of my super fund. Craig was usually able to explain things to me in a clear way that I could understand. Through Craig's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Craig's full care and attention when I needed it. Craig is always a phone call or e-mail away for any assistance I required'

5.00 November 2019

I have never met Craig Beck as I live overseas. Given the difficulty in communication and the inability to relate on a face to face basis I have been truly impressed with the level of responsibility and professionalism provided by Craig over the years. Those that choose him as an investment adviser are truly fortunate. As I have been.  Thank you Craig.

5.00 May 2019

My wife and I have known Craig now for about 14 years and the company 31 years. In that time we have extremely happy with service Craig has given, he has been most helpful in explaining our options and best ways to achieve our goals. We would have no proplem in recommending Craig to anyone as his knowledge with financial planning is excellent.

5.00 March 2019

Craig was recommended by a close friend who was very satisfied with his service as their financial adviser. Craig made us feel very comfortable from our initial consultation and could answer any queries and put our minds at ease with easy to understand advice, and this has continued over the time we have been associated with him. Craig has been instrumental in providing us with the financial security and advice leading up to and into our retirement years, and providing us with the best possible outcome to suit our needs. Craig is a very efficient, transparent and approachable person who has met all our financial requirements with prompt follow up to any queries in a friendly professional manner.

4.50 February 2019

Craig has given us advice on a range of financial areas. He always follows up with the details when we have had questions regarding our specific needs. Craig is always very thourough when explaining the details of the investments in a manner that we can understand. Craig has always made himserlf available to answer any questions or to meet with us to d.iscuss any issues that we have had.