Our Team

Kevin is Managing Director at Core Wealth and heads the investment team responsible for Investment Strategies and Research.

Stephen is a founding Director at Core Wealth and is head of advice and research on Estate and Financial Planning.

Kirsty is the Chairperson of the Financial Planning Institute (FPI) of Southern Africa and a Senior Financial Planner at Core Wealth.

Michail creates all-inclusive financial strategies covering Investment, Retirement, Estate and Risk planning.

Jodrey specialises in risk, wealth and retirement management and provides her clients with comprehensive financial solutions to achieve their lifestyle goals.

Kim provides detailed financial planning advice across the spectrum, including Retirement, Estate and Investment planning, with particular focus on Healthcare.

Jacques assists clients with streamlining their financial portfolios to ensure their wealth is protected, organized and growing as effectively and efficiently as possible.

Rehan specialises in holistic financial planning with a focus on providing strategic investment solutions.

Lee provides our clients with a personalised, value-driven service.

Devan offers a comprehensive and holistic financial planning service, encompassing everything from budgeting to estate planning.

Louis is driven to offer clients the best tailored investment and risk advice.

Sam is our Short-Term specialist and has extensive experience and a great deal of expertise in this field.

Aviwe provides essential support to a team of advisors using her unique and in-depth skill set.

Kimlin is drawn towards to problem-solving and uses her abilities to successfully resolve complex client and provider queries.

Lihle is renowned for his meticulous attention to detail and is the first port of call for our corporate clients.

Shirley ensures smooth execution of financial instructions using her strong organisational skills.

Jacques heads up our investment team and manages our portfolios to provide clients with the most well-suited investment options for their financial well-being.

Matthew plays a pivotal role in supporting our advisors by executing an array of investment processes, seeing it through from start to finish.

Morgan brings strong analytical skills and knowledge to assist clients explore the intricate sphere of investments.

Sandra sits at the heart of our admin team, using her years of experience and strong relational skills to connect with clients and product providers.

Pauline is extremely efficient and plays a crucial part in the day-to-day running of our offices.

Sandra uses her exceptional multitasking skills and calm demeanour to provide solution-driven service for clients.

Talita excels in high levels of personalised client care, driving optimal healthcare management.

Natasha carries her professional demeanour through to her work by offering quality-driven service to our corporate clients.

Nick spearheads our “Core Wealth Cares” division, providing much-needed assistance to elderly and widowed clients.

Rechia thrives on client interaction and uses this to her advantage when dealing with client queries.

Zolisa is an enthusiastic gentleman who offers a range of administrative services.

Lugen is a strategic-minded professional with an innate ability to orchestrate operational functions.

Sydney ensures that clients stay ahead with tax regulations and save money on tax and accounting services.