Everstone Group
Everstone Group is a privately held, Perth-based Australian financial services firm (11–50 employees) offering tax, SMSF, financial planning, and business advisory services to individuals and small-to-medium businesses.
- Company typePrivate
- Founded-
- HeadquartersPerth, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Everstone Group does
Everstone Group is a privately held, small-scale financial services firm headquartered in Perth, Australia, with a stated headcount of 11–50 employees. Per available firmographic data, the company provides four core service lines: tax services, Self-Managed Super Fund (SMSF) administration, financial planning, and business advisory. The combination of these services targets a mixed client base of individuals requiring personal tax and superannuation support alongside small-to-medium business owners needing planning and advisory work — a typical profile for a regional Australian accounting and wealth advisory practice.
The underlying operating model is services-led rather than technology-led: the company is described as a professional services firm with no disclosed proprietary technology, software products, or platform. The corporate website (everstonegroup.com.au) resolves to a verification/loader page that contains no substantive company information, product details, or service descriptions, and no technology stack, integrations, or digital product surface is documented in the input data. No patents, trademarks, certifications, or regulatory licenses are listed, though Australian financial advisory work would in practice require relevant AFSL or tax-agent registrations.
No revenue model specifics (fee structure, retainer pricing, AUM-based fees, or fixed-fee tax preparation) are disclosed, nor are customer logos, segment counts, or geographic markets beyond the Perth base. The company is private, has no disclosed funding history, no parent company, no subsidiaries, and no recorded M&A or leadership changes. Given the near-total absence of operational data points beyond the four service lines and the Perth location, the investment-relevant picture is that of a sub-scale regional advisory firm whose financial profile, growth trajectory, and competitive position cannot be reliably assessed from the available information.
Everstone Group firmographics
Firmographics- Name
- Everstone Group
- Website
- https://everstonegroup.com.au
- Company type
- Private
- Headcount range
- 11–50 employees
- Short description
- Everstone Group is a privately held, Perth-based Australian financial services firm (11–50 employees) offering tax, SMSF, financial planning, and business advisory services to individuals and small-to-medium businesses.
- Ownership category
- akta.pro rank
Everstone Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Other Management Consulting Services (541618)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where Everstone Group is headquartered
LocationHeadquarters
- HQ city
- Perth
- HQ country
- Australia
- HQ region
- Oceania
Markets served
Everstone Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Everstone Group product offering
Product offeringCore offering
Everstone Group is a Perth-based Australian financial services practice that delivers tax, Self-Managed Superannuation Fund (SMSF), financial planning, and business advisory services to individuals and small businesses. The firm operates as a multi-disciplinary advisory practice combining compliance (tax, SMSF) with strategic (financial planning, business advisory) offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax services Tax compliance and advisory services for individuals and small businesses in Australia.
- SMSF administration
- Financial planning
- Business advisory
Companies that use Everstone Group
Customer profileIdeal customer profiles1 record
Everstone Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Everstone Group competitors and assessment
Company assessmentBroad incumbents
- BDO Australia: Large Australian accounting, tax and business advisory firm with a wealth advisory arm — overlaps Everstone Group's full service mix but at materially greater scale and geographic reach.
- Insignia Financial (formerly IOOF): Major Australian wealth and retirement platform — overlaps Everstone Group's financial planning and SMSF-adjacent retirement distribution, but at vastly larger scale and with proprietary platform technology.
- AMP Limited: Australia's largest incumbent wealth manager, offering financial advice, SMSF-adjacent platforms and superannuation products — comparable on the financial planning and retirement distribution service line, but at much greater scale.
- BT Financial Group (Westpac): Bank-aligned Australian wealth manager providing financial planning, SMSF support and superannuation — broad incumbent with overlapping service capabilities to Everstone Group's planning and retirement offering.
Direct peers
- William Buck: Australian advisory firm providing accounting, tax, business advisory and wealth services including SMSF — comparable mid-size, multi-service boutique targeting privately held businesses and HNW individuals.
- Count Limited: Australian accounting and advisory network offering tax, SMSF, audit and business advisory to SMEs and HNW clients — a direct functional analogue to Everstone Group's bundled offering, with a multi-office, partner-led delivery model.
- Heffron: Specialist Australian SMSF administration, consulting and education provider — closely comparable on the SMSF service line that Everstone Group explicitly advertises.
- Pitcher Partners: Mid-market Australian accounting, tax and business advisory firm with a large SMSF administration practice — directly comparable service mix (tax + SMSF + business advisory) for SME and family-business clients.
- HLB Mann Judd: National Australian accounting and advisory network combining tax, business advisory and wealth/SMSF services — comparable multi-service boutique model targeting SME and family clients.
- SMSF Advisers: Australian SMSF-focused advisory and administration provider offering setup, compliance, tax and investment advice — direct functional overlap with Everstone Group's SMSF and tax service lines.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Everstone Group social profiles
Digital presenceEverstone Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Everstone Group leadership team
Management profileNumber of profiles
Everstone Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Everstone Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Everstone Group
What does Everstone Group do?
Everstone Group is a Perth-based Australian financial services practice that delivers tax, Self-Managed Superannuation Fund (SMSF), financial planning, and business advisory services to individuals and small businesses. The firm operates as a multi-disciplinary advisory practice combining compliance (tax, SMSF) with strategic (financial planning, business advisory) offerings.
When was Everstone Group founded?
Everstone Group was founded in -1. It employs 11 to 50 people.
Where is Everstone Group based?
Everstone Group is headquartered in Perth, Australia, in the Oceania region.
Who are Everstone Group's main competitors?
Broad incumbents on record are BDO Australia, Insignia Financial (formerly IOOF), AMP Limited and BT Financial Group (Westpac). Direct peers are William Buck, Count Limited, Heffron, Pitcher Partners, HLB Mann Judd and SMSF Advisers.
Does Everstone Group have an API?
No public API is recorded for Everstone Group.
What industry is Everstone Group in?
Everstone Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.