+27 21 975 9032

info@corewealth.co.za

Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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We want to help

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.

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Why Core Wealth?

We are highly qualified

We pride ourselves on our ability to nurture qualified staff, with the majority of our advisors and Investment team being either Certified Financial Planners® or Chartered Financial Analysts. We value a commitment to continual learning, and look for people who demonstrate this by investing in their education.

We are 100% independent

We are not incentivised to place business with any product providers, which means we are completely free to recommend the most appropriate solutions for each of our clients. We answer only to you, because at the end of the day, we are only as successful as you are.

We are built to be personal

Our name, values, and business model are designed around our clients. With us, you are never a number, you are always a partner. This approach has been a key part of our success - it is why the clear majority of our business comes from word-of-mouth recommendations.

We take care of everything

Our robust service offering means we can take care of everything for you, including insurance, medical aid and group benefits if you are a business owner. You will have one point of contact for everything.

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Get in touch with us

In 2016, we chose Core Wealth to manage our employee benefits and healthcare-related consultation. Core Wealth’s work ethic made such an impact that we asked them to partner with us on Risk & Investment benefit services. We highly recommend this firm to anyone looking for talented, dedicated, service-driven, and above all, compassionate professionals.

Financial Manager and Head of HR

Corporate Client

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.

Richard

Retired MD of leading South African jewelry chain.

When my husband and I retired, we battled to find a wealth management company that we felt comfortable with. Core Wealth came highly recommended, and now we're the ones recommending it to others. The team is fantastic - highly personal and completely professional. They are in contact often, and offer a wonderful range of additional services, including Core Wealth Cares

Jennie

Retired client