Secure Your Business Legacy with Expert Financial Guidance
Guiding you through business growth, succession, and financial stability.
A Strategic Approach to Business and Personal Wealth
Running a successful business requires more than just hard work, it demands a structured strategic financial plan that protects your personal assets, prepares your business for growth, and provides corporate governance. At Core Wealth, we specialise in helping business owners organise their finances, optimise tax strategies, and develop a succession plan that ensures a smooth transition when the time is right. Our expertise goes beyond wealth management, we provide financial clarity and security so you can focus on leading your business with confidence.
How We Help
From business structuring and tax efficiency to succession planning and personal wealth integration, we take a proactive approach to managing both your business and personal finances. Our goal is to give you a clear financial framework that supports your business ambitions while securing the future you’ve worked hard to build.
Your Business, Your Legacy, Our Commitment
Advisory Board and Strategic Planning
Plan for the future with a clear, secure strategy that you can execute with confidence.
Optimised Tax Strategies
Minimise tax liabilities whilst continuing business growth.
Financial Organisation & Clarity
Make confident, informed decisions with streamlined finances.
Business succession planning
Align your business achievements with a secure retirement plan.
The Core Wealth Way
At Core Wealth, we do more than help you manage your money, we take the time to listen and understand what matters most to you, whether that’s growing your wealth, securing your retirement, or achieving life-changing goals like starting a business or travelling the world. From there, we create a personalised financial plan that aligns with your unique lifestyle and aspirations.
Our approach is built on clarity, honesty, and empowerment. Using sophisticated modelling tools and 60+ years of combined expertise, we map out a clear path to your financial future. We’re not here to complicate things, we’re here to make your financial journey simple, transparent, and achievable.
Why Choose Us
Lifestyle Focused
Every decision made is centred around your lifestyle. We don’t just plan for your financial future, we plan for the life you envision, empowering you to live with freedom and purpose.
Highly Experienced
With 60+ years of combined experience, we bring deep expertise and a comprehensive understanding of global financial markets to guide your wealth, no matter how complex your situation may be.
Complete Transparency
We believe in complete transparency. Every decision made is explained clearly and honestly, ensuring you have full confidence and clarity at every step of your financial journey.
Client First
You’re never just a client to us, you’re part of the Core Wealth family. Your needs and goals are at the heart of everything we do, and we work hard to ensure you achieve them.
Trusted Adviser
We build lasting relationships based on trust, integrity, and genuine care. As your dedicated financial partner, we’ll offer expert guidance and unwavering support, ensuring you feel confident in every financial decision you make.
Frequently Asked Questions
What is business succession planning, and why is it important?
Business succession planning is a strategy to ensure a smooth transition of ownership and leadership in your business. It’s crucial for securing the future of your company and protecting your legacy.
How can tax planning help my business?
Effective tax planning helps minimise tax liabilities, ensuring your business keeps more of its profits for reinvestment, growth, and future planning.
How can I optimise my business finances for retirement?
We help business owners develop tailored retirement strategies, including structuring investments and savings, to ensure financial security when you transition from your business.
How do I protect my personal and business finances?
Core Wealth provide strategies that safeguard both your business and personal assets, helping you manage risks and create a stable financial foundation.
What are the benefits of professional financial advice for business owners?
Professional financial advice helps streamline complex decision-making, optimise tax strategies, and ensure that your financial goals are aligned with your business objectives.
How can I ensure my business supports my long-term financial goals?
We help align your business goals with your personal financial aspirations, creating strategies that grow your wealth and provide financial stability for the future.
Can Core Wealth help me plan for a business exit strategy?
Absolutely, we assist with comprehensive exit strategies, including valuations, succession planning, and wealth management, to ensure a smooth transition when it’s time to step away from the business you’ve spent time, energy, and passion growing.
How does Core Wealth help business owners with retirement planning?
We work closely with business owners to craft retirement plans that reflect both their personal and business wealth, ensuring a secure and fulfilling retirement.
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.