Tallowwood Wealth Advice was born out of Everest Wealth — a trusted Australian financial advisory firm known for helping young professionals all over the country to “save, invest, and protect” their finances so they can live without limits. Everest Wealth has a long and proven track record, offering services such as cash flow and budgeting guidance, tailored investment strategies (including shares, ETFs, property and ethical investing), personal insurance advice, and superannuation planning including FHSS and estate planning.

Over the years, Everest Wealth became the go-to firm for many under-50 clients, including listeners of Glen James’ popular money money money podcast (formerly my millennial money), who were often referred (& still are) directly to Everest by Glen himself.

But something interesting happened. Those clients—happy with the service—began referring their own parents. And it became clear there was a gap in the market: people over 55 who were looking for practical, trustworthy advice as they approached or entered retirement.

Enter Tallowwood Wealth Advice.

Founded to serve the specific needs of pre-retirees and retirees, Tallowwood builds on Everest’s strong foundation but tailors the experience for a different life stage. Since launching the Retire Right podcast in November 2022, Glen saw first-hand the growing need for retirement-focused advice. As a former financial adviser who had always loved working with pre-retirement clients, Glen wanted to ensure those listeners had access to high-quality advice and a great client experience. He holds a minor stake in Tallowwood Wealth Advice to help make that happen.