Craig Beck

Everest Financial Services

Gold
18 Yrs Experience
Perth, WA 6000

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
My fees
Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Everest Financial Services

65 Lindsay Street
Perth, WA 6000

Opening hours

  • 9:00am – 3:00pm Monday – Tuesday, Thursday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323