+27 21 975 9032

info@corewealth.co.za

Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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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.
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Kirsty Scully, CFP®

Senior Financial Planner
Kirsty provides holistic financial planning and advice encompassing, Investment, Retirement, Estate and Risk planning.
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Dean Barnard, CFA

Portfolio Manager
Dean is responsible for Investment Research and Portfolio Management for both corporate and private clients.
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Michail Savva, CFP®

Associate Financial Planner
Michail creates all-inclusive financial strategies covering Investment, Retirement, Estate and Risk planning.
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Kim Matthews

Associate Financial Advisor
Kim provides detailed financial planning advice across the spectrum, including Retirement, Healthcare, Estate and Group Benefit planning.
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Jodrey Rossouw

Associate Financial Advisor
Jodrey constructs detailed financial strategies for her clients covering the full range of Investment, Retirement, Risk and Estate Planning.
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Leston Dick

Associate Financial Advisor
Leston, in addition to supporting Michail, provides detailed financial advice encompassing Investments, Retirement, Risk and Estate Planning

Lisa Paulse

Associate Financial Advisor
Lisa takes great pride in dealing with clients and has a profound interest in assisting with their Retirement, Risk and Estate Planning.

Rehan Jordaan

Associate Financial Advisor
Rehan specializes in Risk, Wealth and Retirement planning and helps his clients achieve their financial goals through holistic financial planning. It is his desire to assist those with a need – whether it be the wealthy or those just starting out their careers.