Management
Kevin French, CFA
Managing Director
Kevin is Managing Director at Core Wealth and heads the investment team responsible for Investment Strategies and Research.
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
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.
Michail Savva, CFP®
Financial Planner
Michail creates all-inclusive financial strategies covering Investment, Retirement, Estate and Risk planning.
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.
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.
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.
Rehan Jordaan
Financial Advisor
Rehan specialises in holistic financial planning with a focus on providing strategic investment solutions.
Lee Van Der Bergh
Financial Advisor
Lee provides our clients with a personalised, value-driven service.
Devan Steenkamp
Financial Advisor
Devan offers a comprehensive and holistic financial planning service, encompassing everything from budgeting to estate planning.
Louis Hauptfleisch, CA(SA)
Financial Advisor
Louis is driven to offer clients the best tailored investment and risk advice.
Sam Washer
Short-Term Advisor
Sam is our Short-Term specialist and has extensive experience and a great deal of expertise in this field.
Aviwe Mankayi
Associate Advisor
Aviwe provides essential support to a team of advisors using her unique and in-depth skill set.
Kimlin Ely
Associate Advisor
Kimlin is drawn towards to problem-solving and uses her abilities to successfully resolve complex client and provider queries.
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.
Shirley Russel, CFP®
Associate Advisor
Shirley ensures smooth execution of financial instructions using her strong organisational skills.
Investment
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.
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.
Morgan Carnegie
Junior Investment Analyst
Morgan brings strong analytical skills and knowledge to assist clients explore the intricate sphere of investments.
Support
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.
Pauline Van Zyl
Personal Assistant
Pauline is extremely efficient and plays a crucial part in the day-to-day running of our offices.
Sandra Basson
Administrator
Sandra uses her exceptional multitasking skills and calm demeanour to provide solution-driven service for clients.
Talita Bosman
Healthcare Administrator
Talita excels in high levels of personalised client care, driving optimal healthcare management.
Natasha Schoonraad
Administrator
Natasha carries her professional demeanour through to her work by offering quality-driven service to our corporate clients.
Nick Du Plooy
Core Wealth Cares Consultant
Nick spearheads our “Core Wealth Cares” division, providing much-needed assistance to elderly and widowed clients.
Rechia Barnard
Administrator
Rechia thrives on client interaction and uses this to her advantage when dealing with client queries.
Zolisa Maduba
Administrator
Zolisa is an enthusiastic gentleman who offers a range of administrative services.
Lugen Govender
Operations Manager
Lugen is a strategic-minded professional with an innate ability to orchestrate operational functions.
Accounting & Tax
Sydney Mtshayise
ACCOUNTANT AND TAX CONSULTANT
Sydney ensures that clients stay ahead with tax regulations and save money on tax and accounting services.