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, CFP®
CEO
Phil graduated from the University of Stellenbosch and started his career 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
Anita Visser
Financial Advisor
Anita has 35 years of financial services experience. Anita’s primary focus is providing sustainable solutions for our clients, consulting to EVEST and providing invaluable guidance through her years of service experience.
Susan Vorster
Financial Planner
Susan joins the expert team after years of experience as a consultant to advisors representing various financial institutions. Susan joined our team with the vision of assisting clients to understand their own financial affairs and helping them to achieve their financial goals. She takes pride in building personal relationships and is always willing to walk the extra mile with her clients.
Rita Roberts
Short Term Insurance Consultant
Rita Roberts is an insurance specialist who partners and supports high value end clients. She has over 30 years’ experience in short term insurance as has worked across the spectrum from both personal and commercial lines of business. Rita prides herself on the fact that she is able to protect the interests of her clients while providing superior best practice service to each of them equally. After spending three decades in insurance and having direct liaison with her clients she truly knows how to drive the right cover considerations and conversations with her clients.Rita is an accredited insurance representative and in addition holds a National Certificate in short term insurance.
Anja Visser
Medical Aid Consultant
Anja joined the team in 2016. She provides administrative support for medical aid and gap cover for new and existing business. Her passion for helping people makes her a valuable asset for our team.
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”.
Celeste Oberholzer
Office Administrator
Celeste provides investment and assurance support to the EVEST team. She has also been awarded the “Financial Advisor Assistant” award by Investec through her excellent set of skills, dedication to her work and colleagues and as a result of how her personality shines through when dealing with our clients.
Cornel Wessels
Legal Advisor
Cornel was admitted as an attorney in 2013. She provides the EVEST team with administrative support as well as legal advice. Cornel is passionate about client care and believes that building relationships with clients and ensuring you understand what their needs are will lead to a successful business relationship.