CORE WEALTH enables clients to realise their personal goals and objectives with the least amount of risk and greatest amount of certainty.
As trusted advisers we are committed to guiding our clients on the pathway to a financially secure future.
WHAT WE DO
We work with families to identify their personal goals and objectives in priority order. Choices like upgrading the family home, travelling overseas, sending kids to private schools, buying a caravan, buying a boat or retiring comfortably.
Our unique modelling software allows us to determine the amount of CORE WEALTH a family requires to achieve these objectives.
We then develop and implement a personalised financial plan that creates an initial framework, enabling clients to become financially organised.
The journey then begins for families as we assist them to grow, manage and protect their CORE WEALTH.
WHO WE ARE
Scott
Tanner
Director | Senior Financial Planner
Scott is a founding Director and owner of Core Wealth Financial Planning.
Scott is a Certified Financial Planner (CFP®). He holds a Graduate Diploma of Financial Planning in addition to a Bachelor of Commerce majoring in Economics and Finance. Scott’s background puts him in good stead to interpret macroeconomic market information and use that knowledge in developing appropriate asset allocations for client portfolios.
Scott has been working closely with families in a privileged, trusted capacity for over 10 years to build and implement complex strategic plans that assist clients in realising their personal goals.
Andrew
Gannon
Director | Senior Financial Planner
James
Green
Senior Financial Planner
Robert
Rocca
Senior Financial Planner