About Us
EVEST is a niche Financial Services Boutique specialising in individual financial services offering. We offer a value proposition focused on dedicated and tailor-made client solutions covering the full spectrum of financial services products. EVEST is totally committed to excellence and providing the best solutions to our clients.
EVEST is managed by Phil Wessels, a highly skilled authorised independent financial advisor with both local and international experience in the Investment and Financial Services industry. With a professional and highly skilled team, our philosophy is to collaborate with our clients through our unique independent advice processes to ultimately achieving our clients’ financial goals.
In offering our clients a complete independent financial solution, we currently hold contracts with the major insurance and investment corporations including Allan Gray, Discovery, Liberty, Old Mutual, Marriott, Momentum, Hollard, FMI, Investec, Sanlam and Brightrock.
We believe in sustainability and use our independent status, industry experience, and expertise to develop tailor-made investment and insurance solutions for our clients. From cover for your current lifestyle through to planning for retirement, our solutions are designed to ensure financial security and growth throughout your life.
EVEST Wealth CC is an independent authorised financial service provider FSP 26618.
Our Services
Life Assurance
Local Investments
Foreign Investments
Retirement Planning
Estate Planning
Corporate Services
Medical Aid
Short Term Insurance
The Team
Phil Wessels
CEO
Phil graduated from the University of Stellenbosch at the end of 2006 and started his career in 2007 at Morgan Stanley on the Distressed Trading Desk in London, UK. He has extensive local and international experience in Investments, Financial/Intermediary Services, Risk Modelling and Financial Reporting. He is focused on quality deliverables that set the stage for long term success and a creative thinker capable of overcoming advanced challenges. Phil is the Key Individual and CEO of EVEST.
Lauren Langley
Office Administrator
Lauren provides administrative support to the EVEST team. She has a vast experience in managerial and office administration. She has been the support structure of an Old Mutual Agency Franchise Division provider that dealt with Risk, Retirement Planning, Investments, Medical Aid and Wills for the last 5 years. Lauren believes that “Success in management requires learning as fast as the world is changing – Warren Bennis”.