Highly recommend working with Alex! With his help, I have gone from being someone who had no real direction with my finances, to having money goals and a clear road map to achieve them. He took the time to explain concepts and options in a way that I understood and provided advice that was tailored to my individual situation.
I would 100% recommend Everest Private Wealth (Alex and Scott) to people. They are professional, trustworthy, friendly, and most importantly knowledgeable. Not only did they set up what I needed but explained the whole process so I understood what the plan of attack was. You are not another name on the books with these guys. They actually care and go above and beyond.
Alex provided excellent service and understanding when I needed it the most. I'm very confident to trust him with my finances.
Alex has robust knowledge of the market status and trends and a great ability to explain seemingly complex concepts in a way that is very easy to understand.
Alex has made things clear and simple when helping us develop our financial strategies. He has been very enthusiastic and follows up on everything.
Everest Private WealthSuite 1, 125 Cambridge St
West Leederville, WA 6007 Suite 1, 84 Matlock Street
Mount Hawthorn, WA 6016
- 8:00am – 12:00pm Saturday
- 8:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2014
- Years of experience 9
- Master of Financial Planning (Applied Financial Planning, Superannuation and Retirement)
Havana Financial Services Pty Ltd