In this Australian Finance Podcast episode, Owen Rask sits down with Scott from Everest Wealth to explore the journey of building one of Australia’s fastest-growing financial advice firms. They cover:
– How Scott went from UK football trials to financial planning
– Starting Everest with co-founder Alex after a round of golf
– Why Everest focuses on scalable, accessible advice for under-50s
– How they went from 0 to 60 staff and 85 advice plans a month
– What makes Everest Rask’s most referred-to advice partner
Whether you're an aspiring financial planner, entrepreneur, or someone seeking advice, Scott’s journey offers practical lessons and inspiration.
If you enjoyed this Australian Finance Podcast episode with Everest Wealth, be sure to subscribe on Apple (https://podcasts.apple.com/au/podcast/australian-finance-podcast/id1454193127), Spotify (https://open.spotify.com/show/0KEsqdQgVCL6BKomPoNVOz), YouTube (https://www.youtube.com/channel/UCvOPFdkhCBIK2Y5QbDtOZXA), or wherever you get your podcasts!
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Topics Covered
– Scott’s origin story: Soccer dreams, UK banks & BT Financial
– Transitioning from BDM to adviser
– Everest’s founding story and early hurdles
– Growing to 60 staff and 85+ advice plans monthly
– Why Everest focuses on 50-and-under advice
– Everest’s success serving Rask & finance podcast audiences
– Scott’s take on commercial property in super
– Advice for aspiring business owners
– Why Everest starts with one-off advice, not ongoing by default
– Challenges & learnings from building a scaling advice business
– Tips for people starting a business or side hustle
– Financial planning for couples & super balancing
– Credit scores and why they matter (or don’t) in Australia
– Scott’s money lesson to his younger self
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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