Your Wealth. Your Goals. Your Future.
Empowering you to achieve your financial dreams with tailored advice and a strategic approach to wealth management.
Your Trusted Partner in Financial Success
At Core Wealth, lifestyle is at the core of everything we do. We understand that managing wealth is about more than just the numbers, it’s about creating the life you’ve always dreamed of. With over 60 years of combined industry experience, our dedicated Perth team is committed to providing honest, personalised financial guidance to help you turn your financial goals into reality and create lasting financial independence.
Core Wealth Financial Planning
Achieve your life’s aspirations with a financial plan designed specifically for you. From retirement planning strategies to wealth building, we provide the expertise and guidance you need to turn your aspirations into reality.
Core Wealth Finance
Take control of your financial future with tailored mortgage broking and lending solutions designed to support your unique goals. Whether you’re just starting out or looking to expand your opportunities, we’re here to help you navigate your lending journey.
Empowering Your Future
At Core Wealth, we work with you to help identify your life-long goals and objectives. Our unique modelling software and wealth of experience allow us to create a personalised strategic financial plan, empowering you with the right tools and knowledge to become financially organised for a secure future.
Pre and Post Retirees
Step into retirement with confidence and peace of mind. At Core Wealth, we’ll work with you to create a tailored financial strategy that preserves your wealth, optimises your investments, and ensures you enjoy a fulfilling lifestyle throughout retirement. Allow us to take care of the complexities of retirement planning, so you can focus on what truly matters, cherishing family time, pursuing your passions, and living life to the fullest.
High-Income Earners
Unlock your wealth potential with strategies designed around your unique lifestyle. At Core Wealth, we’ll help you optimise investments, clarify your financial vision, and grow your wealth while allowing you to stay focused on what matters most, your family, career, and personal ambitions. Let us simplify your financial journey, so you can focus on what truly drives you.
Business Owners
Secure your future and protect what you’ve built. At Core Wealth, we specialise in strategic business and succession planning along with providing, comprehensive wealth management services for entrepreneurs and business owners. Our expert team provides tailored advice and support, helping you link your business goals to your personal goals, whilst working collaboratively with your Accountant to simplify complex decisions, allowing you to focus on what truly matters most, your family, your legacy, and your ambitions.
Take the First Step Towards Financial Freedom
Discover how Core Wealth can help you achieve your financial and lifestyle goals. Book a call with our highly experienced team, or meet with us over coffee at our office in the beautiful Hillary’s Boat Harbour.
Live Your Best Life
Core Wealth was founded in 2017 by Andrew and Scott, who shared a vision to offer honest, personalised advice that empowers individuals and businesses to achieve their lifetime goals. By combining years of financial planning and capital markets experience with a deep commitment to trust, care, and community, we treat every client like family, because your success is truly our success.
Located in the picturesque Hillary’s Boat Harbour (WA), we invite you to come and chat with us about your personal and financial goals. Whether you’re dreaming of spending more time with family, exploring the globe, or growing your business, we’re here to help you make it all happen.
Real Stories, Real Results
Ready to Plan Your Financial Future?
Let Core Wealth take care of your finances so you can focus on what matters most, living your best life.