Rachel Ip

Everest Financial

Everest Financial is an Australian private investment management firm that provides expert investment management services for High-Net-Worth and Ultra-High-Net-Worth investors, including Family Offices. We offer our clients highly personalised investment and financing solutions. Our busy globetrotting Family Office clients receive the best of both worlds when it comes to our services deep local market insight combined with an authentic cultural understanding of the Asian world view. Our unmatched Private Wealth platform allows our investors to access the full spectrum of Private Wealth offerings - from risk-averse traditional Cash Management Solutions through to risk-adjusted equity-style return investment solutions. The three values that form the backbone of our business: - To rigorously and diligently manage our client assets; - Identifying distinctive investment opportunities that preserve, protect and grow our client assets prudently; and - Creating a highly rewarding investment experience that supports the wellbeing of our clients. At Everest Financial, Transparency, Integrity, Reliability, Quality and Passion are all key to what we stand for.