BIG-FIRM EXPERTISE. BOUTIQUE-LEVEL SERVICE.
Welcome To Core Wealth
WE’RE HERE TO HELP
We aren’t about flashy marketing and unrealistic promises. We’ve seen how misleading advice can damage people’s financial futures. Our approach is different: we combine experience, professional insight and a client-first mindset to help you make confident decisions across every stage of your financial journey.
Why Core Wealth?
We are proud to be a highly qualified team.
The majority of our advisors and investment professionals are Certified Financial Planners® or Chartered Financial Analysts®, two of the most respected designations in our industry. We believe in continual learning and actively invest in the development of our people, ensuring that our clients are guided by professionals who are committed to excellence.
We are completely independent.
Our independence matters. With no incentives or obligations to any product providers, we are free to offer advice that is unbiased and truly aligned with your goals. We work for you and only you - your success is our success.
We are intentionally personal.
Our business exists to serve people, not numbers, and we treat every client as a partner. This relationship-first approach has shaped our success, with the majority of our business coming through trusted word-of-mouth referrals.
What We Do
We take care of everything
our blog
latest insights
January 26 Update
Global equity markets began 2026 on a positive footing, with the MSCI World Index rising
December 25 Update
Global equities closed 2025 on a strong note, with developed markets gaining +0.8% in December
November 25 Update
1. Global Equity Markets Developed market equities staged a late surge in November, enabling the
a few words from our clients
testimonials
At Core Wealth we don’t believe in big-budget advertising and false promises. We have seen too many people get burned by unscrupulous firms and biased financial advisors. We would rather put our years of training and experience to good use – to help you navigate the exciting but complex world of investments.
Kevin & Liesel Jacoby
I have worked with Core Wealth for 8 years now and have recommended them to several friends. It’s rare to find a firm that is so honest and service driven. They understand my requirements and appetite for risk and I trust them completely. It also helps that they offer so much more than investment advice – they take care of all my assets.
Rufus Toerien
We moved to Core Wealth in 2022 and have been extremely pleased with the service we’ve received. Kirsty has been outstanding – always approachable, responsive and willing to assist, even while travelling overseas!
Core Wealth helped us consolidate our investments and review our insurance policies, leading to meaningful monthly savings. We also moved our wills across because it made sense to have everything managed together.
We highly recommend Kirsty Scully and Core Wealth to anyone looking for an independent financial advisor.
