+27 21 975 9032

info@corewealth.co.za

Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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Management

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Kevin French, CFA

Managing Director

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

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Stephen Cole, CFP®

Director - Estate and Financial Planning

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

Advisory

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Kirsty Scully, CFP®

SENIOR FINANCIAL PLANNER

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

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Michail Savva, CFP®

Financial Planner

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

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Jodrey Rossouw, CFP®

Financial Planner

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

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Kim Matthews, CFP®

Financial Planner & Healthcare Specialist

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

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Jacques Vorster, CFP®

Financial Planner

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

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Sharon Hlagala

Financial Advisor

Sharon is our designated in-house financial advisor and provides our clients with a personalised service in attaining their financial and lifestyle goals.

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Rehan Jordaan

Financial Advisor

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

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Lee Van Der Bergh

Financial Advisor

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

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Jasper Vorster

Financial Advisor

Jasper focuses on his clients' needs in terms of risk, retirement, and estate planning.

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Devan Steenkamp

Financial Advisor

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

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Louis Hauptfleisch, CA(SA)

Financial Advisor

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

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Sam Washer

Short-Term Advisor

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

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Aviwe Mankayi

Associate Advisor

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

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Kimlin Ely

Associate Advisor

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

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Lihle Kelembe

Associate Advisor: Group Benefits

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

Investment

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Jacques Lubbe, CFA, CFP®

Portfolio Manager

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.

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Matthew Beelders

Investment Analyst

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

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Morgan Carnegie

Junior Investment Analyst

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

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Shirley Russel

Investment Administrator

Shirley provides support to the investment team and advisors.

Support

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Sandra Du Plooy

Senior Administrator

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.

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Pauline Van Zyl

Personal Assistant

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

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Sandra Basson

Administrator

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

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Talita Bosman

Healthcare Administrator

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

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Natasha Schoonraad

Administrator

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

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Nick Du Plooy

Core Wealth Cares Consultant

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

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Rosaline Summers

Office Aid

Rosaline ensures that our offices are kept in great condition with her excellent organising abilities.

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Rechia Barnard

Administrator

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

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Zolisa Maduba

Administrator

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

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Khulasande Shandu

Administrator

Khulsande is passionate about learning and growth, aimed at providing excellent client support.

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Lugen Govender

Operations Manager

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

Accounting & Tax

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Sydney Mtshayise

ACCOUNTANT AND TAX CONSULTANT

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