Core Wealth Financial Planning
Building a stronger future through personalised financial strategies.
Your Financial Future, Organised and Secure
We take a holistic approach to financial planning, considering your goals, cash flow, debt management, investments, superannuation, life insurance, estate planning, and tax. We are here to guide you through your decisions, ensuring they positively contribute to your overall financial wellbeing and lifestyle goals.
Your Journey to Financial Freedom
At Core Wealth, we believe in making your financial journey as straightforward and stress-free as possible. We’re here to be your sounding board, offering wisdom and guidance as life’s complexities arise. When things change, we’re right there by your side to help you adapt.
Enquiry
Once you reach out, we’ll carefully match you with the perfect advisor on our team based on your stage of life and personal circumstances. After a brief chat, we’ll identify the best path forward and how we can help.
Let’s Meet
Our first meeting is all about getting to know you. We’ll dive into your personal and financial goals, discuss your current situation, and begin identifying areas where we can help. These in-depth conversations often spark fresh ideas and encourage you identify all of your goals and dreams for your future.
Financial Road Map
After we’ve gathered all the essential information, we’ll create a customised financial plan, or “road map,” that aligns with your unique goals. This plan includes all of our recommendations and advice, with a clear timeline for action. You’ll know exactly when and how each step will unfold.
Implementation
A plan is just the beginning. A great financial plan requires careful implementation. Our expert team will take care of implementing or recommended strategies for you so that you can stay focused on what’s important to you.
Continued Relationship
Our commitment doesn’t end after your plan is in place. We continue working with you, ensuring that your goals stay on track and adjusting the plan as your life evolves.
Trusted Expertise for Ongoing Investment Success
Core Wealth Management
At Core Wealth, we focus on delivering tailored Wealth Management and investment solutions that align with your financial goals and risk appetite. We believe investment markets are priced fairly, and we do not rely on forecasting or out guessing others. We believe in the importance of diversification to manage risk and enhance returns. We believe in staying disciplined, managing costs and using empirical evidence to guide our decisions. We focus on continuously reviewing client portfolios to ensure your investments stay on track and support your evolving goals.
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?
Download our free brochure for insights on retirement planning, wealth management, financial planning strategies and mortgage broking solutions tailored to your unique situation.
Frequently Asked Questions
How do you tailor financial planning for my specific needs?
Our financial planning process is entirely client-entered. We take the time to understand your personal goals, financial situation, and lifestyle aspirations. Then, we create a customised financial road map that aligns with your priorities, from wealth accumulation and tax minimisation to retirement and estate planning.
What makes Core Wealth different from other financial advisory firms?
At Core Wealth, our approach is holistic, transparent, and deeply personal. We are committed to understanding the full picture of your financial life, providing strategic guidance as your trusted adviser and adapting plans as your life evolves.
Our 60+ years of combined experience, strong community values, and commitment to doing what’s right set us apart from other firms. To learn more about Core Wealth, visit our About Us page to explore our values, our mission, meet our team, and more.
How do you help with retirement planning?
We help you plan for retirement by assessing your current financial situation and identifying strategies to maximise your retirement savings. We utilise our unique modelling software to determine how much “Core Wealth” you require, to retire with peace of mind and certainty. Our team takes a comprehensive approach to preparing your retirement plan, including investment management, superannuation and tax minimisation strategies, and most importantly, cashflow planning to ensure you can retire comfortably and secure your family’s future.
What types of clients do you typically work with?
We specialise in helping pre and post retirees, high-income earners, and business owners who are prepared to delegate and have relatively complex financial needs. Our clients are looking for trusted and personalised financial advice and long-term strategies to grow, manage, and protect their wealth while achieving financial independence and peace of mind.
What is wealth management, and how can it benefit me?
Wealth management is a holistic approach to managing your finances. That requires continual monitoring and includes wealth accumulation, wealth preservation, risk management, cashflow planning, tax management, and more. At Core Wealth, we work closely with you to create personalised strategies that help you grow and protect your wealth while achieving your unique financial goals.
How can I organise my finances and start building wealth?
Our wealth management services are designed to help you organise your finances, make smart decisions with your assets and income, enabling you to build wealth over time. Whether you need guidance on cash flow and debt management, investment, superannuation, life insurance or estate planning, we’re here to help you create a clear, actionable plan for your financial future.
What’s the process of working with Core Wealth?
The process starts with a consultation, where we match you with the perfect advisor on our team. We’ll then dive into your goals, create a personalised financial road map, and begin implementing strategies. We’ll continue working with you long-term to adapt your plan as life changes, ensuring you stay on track to reach your goals.
How do you ensure complete transparency in your financial advice?
We believe in complete transparency at every step of the financial planning process, so we will clearly explain every recommendation and decision, its implications, and the rationale behind it so you can feel confident in your financial plan. Our goal is to provide you with clarity and trust in the strategies we recommend.
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.