Frequently Asked Questions
Ready to learn how a dedicated Wealth Concierge could transform your financial ecosystem? All your questions answered, so you can start coordinating with confidence.
What does Everstead Wealth do?
We are the coordination layer for your financial life. We sync your lawyer, accountant, broker and other specialists into one unified workflow, managing the handoffs and communication so nothing stalls and no detail is missed.
What is a Wealth Concierge vs. a Financial Planner?
Unlike a financial planner, we do not provide financial advice or sell products. We act as your private project managers, coordinating your existing accountant, lawyer and broker to ensure your plan is actually executed.
Why should I use Everstead instead of doing it myself?
Because your time is better spent on your own expertise. Most professionals lose countless hours a year playing "messenger" between advisors. We take that administrative burden off your plate so you can focus your life and work.
Do you hold an AFS?
No. We are not licensed to provide financial product advice. All advice is provided by the licensed professionals we introduce.
Are you owned by a bank or a big institution?
No. We are privately owned and independent. We don’t answer to a head office or bank shareholders. We answer only to you.
Are you paid by the professionals you refer me to?
We may receive a referral fee from some professionals we introduce you to. This does not affect what you pay or the independence of your decision. Any arrangement is disclosed to you. You are under no obligation to use any referred professional and are free to choose your own providers at all times.
Do I need to be a 'high net worth' individual to work with you?
No. We work with professionals, families and business owners who have complex financial lives. Whether you’re planning for retirement or just starting to build wealth for your family, we can help you cut out wasteful administration hours and focus instead on reaching your goals.
What makes you different from financial advisers?
Financial advisers typically focus on investment selection or insurance. We focus on execution. We don't tell you what to do - we manage the professionals required to actually get it done, ensuring the lawyer’s documents match the broker’s funding and the accountant’s tax structure.
Can I still use my own accountant or broker?
Absolutely. We are happy to work with your existing team. Our job is to bring them into a unified rhythm. If you have gaps in your team, we can also introduce you to vetted specialists from our network.
How do you choose the professionals in your network?
We only partner with elite experts who have a proven track record of high-performance and clear communication. Every professional in our network is vetted to ensure they can keep up with our pace and standards.
What happens if a professional you introduce gives me bad advice?
We’re selective about the professionals we introduce and aim to connect you with people we trust. However, any advice provided is the responsibility of the individual professional. Everstead Wealth does not provide financial advice and cannot be held responsible for advice given by third parties.
Is there a catch to it being 'no cost' to me?
There is no "catch," but there is a clear structure. We are paid by the professionals within your network, not by you. This "coordination fee" is clearly disclosed and covers the time we spend aligning your team. Professionals value this model because our expert coordination makes their jobs easier, faster and more streamlined. Everstead Wealth never charges you for introductions or oversight. With Everstead Wealth, you could spend the same amount across your services but save hours of time.
Do I have to share my sensitive financial data with Everstead?
We only require the data necessary to coordinate your professional team. We use secure, professional-grade systems to manage information and ensure that data is only shared with the specific advisors who need it to complete their part of the file.
How do you keep everyone updated? Is there another app I have to download?
No new apps. We adapt to the tools you already use, like Xero or HubSpot, or provide updates via a simple, centralised portal. We ensure everyone stays informed without cluttering your phone with notifications.
Who is my main point of contact once the process starts?
You will have a direct line to your dedicated coordinator (Nick or Chris). You won't be passed around a call center - you deal with the person actually handling your files.
Who manages my professional services coordination ongoing?
We do. We don’t just set a plan and disappear. We manage the "Ongoing Rhythm," ensuring that as your life or business changes, your professionals are updated and your process stays proactive.
Can I just call you for a chat first?
Definitely. We prefer it. A quick discovery call, which we call a Wealth Alignment Session, allows us to see if your workflow is a fit for our coordination model before either party makes a commitment.
It’s time to move back into the driver’s seat.
Building wealth was the hard part - managing it shouldn't be. Let us take the administrative burden off your plate by syncing your team into one high- erformance unit.
Weʼre 100% independent and bank-free, meaning our insights are strictly for your benefit. Our process is entirely no-commitment.
Weʼll show you the gaps; you decide if we close them.