Building a Strong Foundation
Core Wealth was founded with one simple mission, to help everyday Australians make confident, informed financial decisions. From our early days to where we stand today, our journey has always been about people – our clients, our team, and our community.
With decades of combined experience in financial planning, investment management, and now offering finance solutions, we’ve built a strong reputation for trust, transparency, and genuine advice that makes a real difference.
Fresh New Look, Same Strong Commitment
If you’ve visited us recently, whether it be in person or online, you’ll have noticed some exciting updates. From our refreshed branding to new office signage and a brand-new website, we’ve invested in creating an environment that reflects the energy and professionalism of our team. While our look has evolved slightly, our dedication and expertise remains the same.
Our Growing Team of Experts
Behind Core Wealth’s success is our team, a group of financial advisers, paraplanners, associates, and mortgage brokers who bring their passion and expertise to every client relationship. Just this year (2025), we’ve welcomed talented new team members who not only strengthen our capabilities, but share the values that define who we are as a company. Every addition to the team is hand selected and allows us to provide an even greater depth of knowledge and personalised care for our clients.
Giving Back Through Community and Sponsorship
Supporting our community has always been at the heart of Core Wealth. As we’ve grown, we’ve been fortunate to invest more, both in time and resources, into local clubs, schools, and organisations. From cheering on local junior footy and cricket teams to supporting school initiatives, we’re proud to stand behind the people and groups that make our community thrive.
Values That Guide Every Step
Our values aren’t just words on a wall or written on our website, they’re the principles that guide every decision we make at Core Wealth, and we actively showcase them in our everyday decisions and interactions. These values have been our compass from the start, and they’ll continue to shape our future:
Do the Right Thing | We maintain the highest standard of honesty and integrity in everything we do. If we say we’ll do it, we do.
Care | Every decision we make is founded by genuine care for your financial wellbeing and long-term success.
Commitment | Challenges don’t deter us, they fuel our determination. We’re committed to delivering the results you deserve, no matter what.
Community | 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.
Do Things Right | Every decision is made with a meticulous focus on compliance and governance, ensuring we do things the right way, every time.
The Launch of Core Wealth Finance
2025 marked an exciting new chapter with the launch of Core Wealth Finance. Being able to provide this service, expands the way we help clients by offering tailored lending and mortgage broking solutions.
Whether it’s buying a first home, refinancing, or supporting business growth, Core Wealth Finance makes sure our clients have access to the right lending strategies, all aligned with their broader financial and lifestyle goals.
Future Focused
As we look to the future, one thing is certain, Core Wealth will continue to grow, evolve, and adapt while staying true to what matters most – helping our clients and our community thrive. With a growing team, expanded services, and unwavering values, we’re excited about the road ahead and grateful to share it with you.
If you’d like help with financial planning, wealth management, or unlocking your potential with Core Wealth finance, contact our team to discuss your options and how we can help.