Strategic Financial Guidance for High-Income Earners
Maximise your wealth and support long-term financial health.
Building Wealth, Confidently and Strategically
As a high-income earner, financial success comes with complexity. At Core Wealth, we help you take control of your financial structure, ensuring your wealth is managed strategically to maximise returns, minimise tax, and align with your long-term goals. Whether you’re growing investments, protecting assets, or optimising your financial position, our team will provide expert strategies that allow you to focus on what you do best while your wealth works for you.
How We Help
We partner with high-income professionals to provide strategic wealth management, from refining investment portfolios and implementing tax-efficient strategies to structuring finances for long-term success. With Core Wealth, you’ll have a clear financial roadmap that ensures your income is leveraged effectively, giving you confidence and control over your financial future.
Your Financial Success, Our Commitment
Wealth Accumulation & Organisation
Strategic planning to simplify and accelerate your wealth-building journey.
Optimised Financial Strategy & Decision-Making
Expert guidance to maximise your financial potential.
Sustaining Financial Health for Growth
Proactive management to ensure ongoing growth and stability.
Tax Efficiency & Investment Structuring
Maximise wealth growth while minimising tax burdens.
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 makes Core Wealth different from other financial advisers?
Core Wealth combines a personalised, holistic approach with expert financial strategies tailored to your needs. We partner with you to streamline wealth accumulation, optimise tax efficiency, and provide long-term financial planning, all while focusing on your personal and professional growth. Above all, we prioritise your lifestyle and ambitions, ensuring every strategy aligns with your unique goals.
How can Core Wealth help me with tax-efficient investing?
We specialise in developing smart, tax-efficient strategies that help minimise your tax burden while optimising your investments. Our goal is to ensure you keep more of what you earn and that your wealth continues to grow, empowering you to live the life you’ve always dreamed of.
What should I do if I’m unsure about my financial future?
If you’re uncertain about your financial direction, we’ll help you create a clear, actionable plan. Our experts will assess your current situation, provide tailored guidance, and build a roadmap that aligns with your goals and aspirations, ensuring you have the confidence to move forward.
How do you help me maximise my wealth accumulation?
We work closely with you to develop a personalised wealth-building strategy, integrating structured investments and clear financial goals that are aligned with your lifestyle aspirations. Our focus is on sustainable growth to ensure your wealth accumulates over time.
What does ‘financial health’ mean, and how do you sustain it?
Financial health means maintaining a strong, well-organised foundation for your wealth. We proactively manage your finances to ensure long-term growth, stability, and protection, so you can continue to focus on the things that matter most in your life.
Can you help me make informed financial decisions?
Absolutely! With over 60 years of combined industry experience, our professional team provides expert guidance to help you make confident, informed decisions, whether you’re optimising investments, evaluating opportunities, or adjusting strategies for maximum long-term success.
How do you approach investment structuring?
We design tailored investment strategies that consider your risk tolerance, time horizon, and tax situation, ensuring your portfolio is diversified and optimised for growth, protection, and stability.
How do I get started with Core Wealth’s services?
Simply reach out to us to schedule an initial consultation. We’ll take the time to understand your financial goals and current situation, and work with you to develop a clear plan that aligns with your needs and ambitions.
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.