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! Follow us on Instagram (https://www.instagram.com/rask.invest/) and TikTok (https://www.tiktok.com/@rask.invest) for more money and investing content. 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 ~~ Show partner resources ~~ 💰 Join Pearler using code “RASK” for $15 of Pearler Credit – https://bit.ly/Pearler 📊 Get 50% off your first two months using PocketSmith – https://bit.ly/R-PocketSmith 📈 View Betashares full range of funds – https://bit.ly/beta-25 ~~ Rask resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Learn about Rask Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Finance Podcast – https://bit.ly/R-quest 📲 Follow us on social media: Instagram: @rask.invest – https://www.instagram.com/rask.invest/ TikTok: @rask.invest – https://www.tiktok.com/@rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) – https://www.rask.com.au/fsg