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.
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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
