Core Wealth Management
Achieving sustainable wealth creation through expert investment management, designed to grow and protect your financial future.
A Smarter Approach to Investing
At Core Wealth, we believe successful investing is about more than just returns, it’s about creating a strategy that aligns with your goals, risk tolerance, and evolving needs. We focus on sustainable growth and long-term wealth creation, rather than chasing quick wins.
With a disciplined, evidence-based approach, we tailor each investment strategy to your unique financial situation, helping you navigate complex markets with clarity and confidence. Our Managed Discretionary Account (MDA) service enables our experts to manage your portfolio on your behalf, ensuring your investments remain aligned with your long-term goals and aspirations. This approach provides you peace of mind, knowing that your portfolio is actively managed and optimised without requiring your daily involvement.
A Philosophy Built on Evidence, Not Guesswork
Our investment philosophy is backed by extensive industry experience and data-driven strategies that prioritise consistent, long-term growth over speculative decision-making. By focusing on a disciplined, sustainable approach, we ensure your portfolio adapts to both market conditions and your personal goals while minimising unnecessary risk.
This philosophy is designed for delegators, those who prefer to entrust their wealth to experienced professionals rather than managing it themselves. With our MDA service, you gain the benefit of having a dedicated investment manager make informed decisions on your behalf. Every investment is selected, monitored, and adjusted within a structured framework, ensuring your portfolio remains aligned with your financial objectives.
Who Benefits from Our MDA Service?
Our MDA service is ideal for those who want professional, ongoing management of their investments without the need to make day-to-day decisions. Whether you’re a busy professional, a business owner, planning for retirement, or someone who values expert guidance, our MDA service ensures your portfolio is managed proactively, giving you more time to focus on what matters most to you.
Through the MDA framework, we actively manage your portfolio within a structured set of investment guidelines, including clear benchmarks, risk parameters, and contractual obligations. This ensures your wealth is managed with transparency, discipline, and a long-term vision, without requiring constant involvement on your part.
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.
Ready to Learn How We Can Help?
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Frequently Asked Questions
What is your investment philosophy?
At Core Wealth, our investment philosophy focuses on long-term growth, risk management, sustainable wealth creation, and tailored strategies. We prioritise diversification, asset allocation, and a disciplined, evidence-based approach to ensure your investments align with your personal goals and financial future. Our Managed Discretionary Accounts Service (MDA) provides you with a hands-off approach to investment management, where our experts make informed decisions on your behalf, always keeping your portfolio aligned with your objectives and overall lifestyle goals.
How do you create a personalised investment strategy?
We start by understanding your unique financial goals, risk tolerance, and investment timeframes. From there, we tailor a strategy that aligns with your aspirations, utilising diversified portfolios and sustainable investing solutions to ensure steady, long-term growth. Through our MDA services, we regularly rebalance your portfolio, adjusting strategies as your goals and financial circumstances evolve.
What makes Core Wealth’s investment approach different?
Core Wealth’s investment approach and personalised service stands out by linking your portfolio asset allocation to your personal goals and objectives, risk tolerance, and investment horizon, focusing on diversification and cost management. We take a holistic view of your financial situation and craft tailored strategies based on empirical evidence and market research to help you achieve your long-term financial goals. With MDA in place, we manage your portfolio proactively, allowing you to focus on what matters most while ensuring your investments are always aligned with your goals.
How do you ensure my portfolio stays aligned with my goals?
We regularly review and rebalance your portfolios asset allocation adjusting it as needed to ensure it remains aligned with your evolving financial needs and life changes. This ongoing support allows us to adapt your investment strategy while keeping your long-term objectives in focus.
What is sustainable investing, and how do you incorporate it into my strategy?
Sustainable investing focuses on integrating environmental, social, and governance (ESG) factors into investment decisions. At Core Wealth, we offer sustainable investing solutions that align with your financial goals without compromising our investment beliefs supporting responsible, long-term growth in a socially-conscious way.
What are the benefits of diversification in my investment portfolio?
Diversification spreads your investments across various asset classes and markets, reducing the risk of any single investment negatively impacting your overall portfolio, whilst providing you access to financial markets. This strategy helps reduce portfolio volatility, providing smoother long-term returns, ensuring your wealth grows steadily.
Why is asset allocation important in investment planning?
Your asset allocation refers to how your portfolio is allocated between Growth and Defensive assets, how your investments are spread across different asset classes like shares and bonds. Your asset allocation determines your risk and expected return. At Core Wealth, we tailor your asset allocation to your unique risk profile, investment horizon and financial goals, adjusting it over time to keep your investments aligned with your objectives.
What role does ongoing support play in my investment strategy?
At Core Wealth, we believe in building long-term relationships. Many of our clients have been with us for years, with families passing on their trust in Core Wealth from one generation to the next. Our ongoing support ensures that your investment strategy evolves with your life changes. In conjunction with our independent investment consultant, we continuously monitor markets, your portfolio, conduct regular portfolio asset allocation reviews and provide expert guidance and education to ensure your investments are aligned to achieving your personal and financial goals.
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.