Services
We help your existing professional team work better together, and highlight any gaps so you can bring in the right support when needed.
How Everstead Wealth works for you
We provide a full wealth concierge experience. We donʼt sell services - we introduce and coordinate the specialists you choose so they can action your coordination plan effectively.
By bridging the gaps between your advisors, we take the administrative burden off your plate to ensure high-performance outcomes.
No matter your stage in life, we can get your financial ecosystem working fluidly.
- Business Owners
- Scaling Entrepreneurs
- Growing Families
- High-Net-Worth Professionals
- Transitioning Retirees
We find the people you need and coordinate the work they do. Experience the freedom of a financial ecosystem that works for you, not the other way around.
What does our Wealth Concierge cover?
Our concierge service covers the full spectrum of your professional needs by sourcing and managing high-performing specialists across all service areas.
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Licensed Financial Professionals
We introduce you to licensed financial professionals such as:
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General insurance broker
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Life insurance broker
- Licensed stockbrokers
Property Services
We provide introductions to a variety of Property Service specialists, such as:
- Bond cleaners
- Commercial cleaners
- Commercial property buyer's agents
- Developers
- Pest control
- Property buyer's agents
- Property managers
- Property professionals
- Real estate agents
- Residential cleaners
- Town planners
- Valuers
Accounting & Structuring
We connect you with a experts in accounting and tax, such as"
- Accounting
- Bookkeeping
- Registered tax agents (for structuring matters)
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Legal & Claims
We offer introductions to qualified legal experts covering services such as:
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Claims law
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Conveyancing
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Estate planning
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Legal
Lending & Finance
We offer connections with numerous lending and finance professionals, such as:
- Car loans
- Car brokers
- Car sellers
- Commercial loan brokers
- Equipment finance
- Invoice finance
- Mortgage brokers
- Personal loans
- SMSF loan brokers
- Vehicle finance
Business & Personal Growth
We can connect you with professionals to assist your business and professional growth, such as:
- Business coaching
- Business insurance broker
- Social media marketing
- Website development
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More services coming soon
- Financial planning
- Life coaching
- Building and pest inspections
- Financial education for children
- Pro-bono services
- Financial hardship services
Our no-cost guarentee
With Everstead Wealth, you pay nothing for professional services coordination.
We are paid a transparent "coordination fee" by the professionals we source, never by you. Specialists agree to this because our expert coordination provides them with clear briefs and streamlined workflows, making their job significantly easier.
See what full professional coordination could look like for you
Complexity looks different for everyone. We provide the integrated professional services coordination required to transform your fragmented services to one high-performance team.
Business Owner
We align your business and personal advisors to protect your hard-earned assets.
The Young Family
We build a secure foundation by managing your legal and financial specialists.
Pre-Retirement Couple
We unify your experts for a seamless transition into a secure lifestyle.
You can build wealth, but you can’t buy back time.
Fragmented services creates a mental load that pulls you away from family and growth. Stop being the project manager for your advisors. Transition to a coordinated professional team and spend your time where it actually counts.
Book your complimentary Wealth Alignment session now or take the Wealth Complexity Quiz to see if you qualify for expert coordination.