Welcome to Tri Everest Wealth Management Limited.
Our firm is about serving our clients in the quest to reach their financial future. What this means is different for individual and organisation. In life and in business we go through the different life stages with different financial priorities. Good financial planning is about understanding and meeting your financial goals by planning for the future, preparing for events both good and bad so that you can live life to the full.
We are here to guide our clients on that journey so whether you are a Credit Union seeking investment advice, an SME looking to maximize employee protection and retirement benefits or a individual client looking to ensure you have a financial plan and robust cash flow into the future, we are here to help.

Charting Your Financial Future

Financial Planning & Risk Management
Individual, Family & Business Protection
Future Cashflow Planning
Investment Management
Retirement Planning
Wealth Management & Estate Planning

What Our Clients Say


Meet The Team

From the Blog

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