Everest Wealth

Your business reserves should be generating revenue, not gathering dust. The Onyx Income Portfolio provides access to unlisted income-generating instruments designed to deliver monthly distributions. Target Return: 12.8% p.a*. Liquidity: Monthly income to aid cash flow. Corporate and Trust accounts welcome. - T's & C’s Apply - *Target returns are not guaranteed.

Most annuities barely match CPI. The Amethyst Living Annuity is designed to beat it. Target Return: 12.12% + Inflation Protector*. Don't risk outliving your capital. Switch to a strategy that prioritises capital preservation and high monthly income. - T's & C’s Apply - *Target returns are not guaranteed. - *Past performance is not indicative of future performance.

Public markets are shrinking, but private markets are expanding. Traditional "60/40" portfolios may not meet all investors' needs. The world's smartest endowments have shifted to Private Equity to find alpha. At Everest Wealth, we invest in the real economy, from pharmaceutical logistics to copper mining. Diversify beyond the exchange. - T's & C’s Apply - Target returns are not guaranteed.

The JSE is shrinking. Private markets are growing. Here is how you access the yield gap: The Vehicle: Onyx Income Portfolio. The Asset: Class A Preference Shares. The Target: 12.8% Annual Return* The Minimum: R100,000 Targeting stable returns from unlisted credit instruments. - T's & C’s Apply - *Target returns are not guaranteed.

Traditional "60/40" portfolios are no longer enough. Ensure your retirement strategy is robust. The Amethyst Living Annuity offers an "Inflation Protector" feature to address retirees' primary fear: running out of money. Target: 12.12% p.a*. Focus: Capital Preservation. - T's & C’s Apply - *Target returns are not guaranteed.

VOLATILITY CREATES NOISE. STRATEGY CREATES DIRECTION. 12.8% + 10% = 14.8%* Market volatility forms part of investing, but should not effect your goal. Everest Wealth focuses on long-term positioning: • Alternative Investments • Structured Investment Solutions • Long-term investment thinking Stay focused on the long term goal, not the noise. Discover how alternative investment strategies can form part of a diversified long-term portfolio. *Based on achieved performance over a 5-year period. The 12.8% annual return is calculated on a simple (non-compounded) basis: 12.8% per year over 5 years equals 64% total, plus a 10% special dividend, giving a total return of 74% over the period — an effective average return of 14.8% per year (simple average, not compounded). Past performance is not indicative of future performance. Returns are not guaranteed and are subject to market and investment risks. The full basis of calculation, assumptions, terms, risks, fees and product information are available from Everest Wealth. This content is for information purposes only and does not constitute financial advice as it does not take into account your individual financial needs, objectives, or circumstances. Please consult a licensed financial advisor before making any investment decisions.