Why Everest Wealth Takes a Different Path — And Why It Works

Where Are You Heading?

In a world of volatile markets, political uncertainty, and shifting regulations, Everest Wealth offers a bold, alternative investment strategy that stands apart from traditional financial institutions. But what exactly makes Everest’s model so different — and why are more South Africans choosing this path to grow their wealth?

Let’s unpack the Everest approach, and discover whether it aligns with your financial journey.

1. A Strategy Rooted in Real Business, Not Market Hype

Unlike conventional asset managers who rely heavily on the performance of stock markets, Everest Wealth focuses on private equity and private debt. Their portfolios are built on actual businesses — from hospitality and healthcare to green energy and tech — that generate real cash flow and long-term value.

Through its private equity holding company, Laudian Investment Holdings (LIH), Everest issues preference shares to investors. These shares are linked directly to diversified assets, much like units in a collective investment scheme, but with more control and defined returns.

2. Consistent Double-Digit Returns

Most Everest investment products aim for 12.8% per annum, often enhanced by special dividends such as:

• A 9% inflation protector (paid after five years)

• A 10% annual bonus for strategic income investors

These returns are secured through structured deals, M&A expertise, and active management, ensuring that investor capital works harder — and more predictably.

3. Diversification Across High-Potential Sectors

Everest portfolios span:

• Property & hospitality

• Private healthcare & med-tech

• Franchises & SMEs

• Green energy & cannabis farming

• Bridging finance & private credit

By focusing on alternative, unlisted businesses, Everest lowers exposure to stock market swings while tapping into underserved, high-growth opportunities.

4. Long-Term, Hands-Off Wealth Creation

Everest’s model is built around minimum 5-year investments. This isn’t a quick win — it’s a deliberate journey toward stable income and capital growth. Investors receive monthly dividends (or may reinvest) while enjoying the benefits of full or beneficial share ownership.

Importantly, all fees are recouped from the performance of the assets, not from your capital. This aligns Everest’s interests directly with yours.

5. Who Is the Ideal Everest Investor?

You may be a fit for Everest Wealth if:

• You have R100,000 or more to invest

• You’re looking for consistent income or inflation-protected growth

• You’re willing to commit for 5 years or longer

• You prefer hands-off investments but value knowing your money supports real businesses

• You want to diversify outside of traditional funds or the JSE

• You’re a retiree, professional, business owner, or entrepreneur aiming to preserve and grow wealth responsibly

Final Thoughts: Investing with Confidence

Everest Wealth’s strategy is not without its risks — after all, investing in unlisted businesses always carries a level of uncertainty. However, with rigorous due diligence, aligned fee structures, and a track record of payments, Everest offers a compelling option for those ready to think differently.

Take the Next Step

Ready to explore Everest’s income or growth solutions?

Visit www.everestwealth.co.za or speak to us at AS Brokers to explain the products to you and see which portfolio fits your future.

“It’s not just about returns. It’s about building something meaningful, something that lasts. That’s the Everest way.”

#SmartWealth #EverestSuperfans #AlternativeInvestments #FinancialFreedom #SouthAfricaInvests #PrivateEquity #EverFree

Sources & Further Reading:

• Everest Wealth Strategic Income Portfolio

• Alternative Investments Overview

• Why Choose Everest?

• Moneyweb Analysis Part 1

• Moneyweb Analysis Part 2

Send Us Your Questions Please

Everest Wealth – Frequently Asked Questions

1. How big is Everest Wealth and how do they compare to the entire unlisted shares market in South Africa?

Everest Wealth has raised and currently manages approximately R2.4 billion in private capital, primarily invested through preference shares in Laudian Investment Holdings — its private equity vehicle .

While that’s significant within the retail alternative investment space, it remains modest compared to the entire unlisted shares market in South Africa, which is estimated to exceed R1 trillion across private companies, family offices, and institutional private equity. Everest therefore operates as a nimble, focused player, targeting high-impact, high-growth sectors often overlooked by bigger institutional funds.

2. Is my capital safe with Everest?

Everest invests in private, unlisted companies, which means your capital is not guaranteed and there is some risk. However, Everest mitigates this through:

• Diversified portfolios

• Monthly cash-flow generating businesses

• Strong due diligence and internal oversight

• Contingency liquidity structures

To date, Everest reports no missed payments on income or capital due, and has been in operation for over 9 years.

3. What returns can I expect?

Most Everest portfolios aim to deliver 12.8% annual returns, with optional bonuses like:

• A 9% inflation protector on select products

• Fixed or monthly dividend options depending on the portfolio

Note: Actual returns may vary and are not guaranteed.

4. Can I access my funds at any time?

No — Everest’s investment products are long-term by design. Redemptions are only allowed in exceptional cases, often with up to 120 days’ notice and early exit penalties (up to 15%).

This illiquidity is part of what enables the higher returns — capital is locked in to help businesses grow.

5. What am I actually investing in?

You’re buying preference shares in a private company that owns and operates a diversified group of businesses. These range from:

• Budget hotel chains (e.g. SleepOver)

• Copper mining operations

• Cannabis farming

• Medical equipment suppliers

• IT platforms and franchising

These companies generate monthly cash flow, which helps fund dividends to investors .

6. Is Everest Wealth regulated?

Yes. Everest Wealth Management (Pty) Ltd is a registered Financial Services Provider (FSP 795) with Category I, II and IIA licenses, regulated by the Financial Sector Conduct Authority (FSCA) of South Africa .

7. Can I invest through my retirement vehicle?

Yes — options like the Amethyst Living Annuity allow you to invest retirement savings while drawing income and benefiting from capital growth .

Would you like these formatted for a downloadable PDF, Facebook carousel, or as part of an evergreen landing page?

Albert Schuurman

Accredited and licensed to sell Everest Products.

Follow me on my Facebook group Everest Wealth Superfans.