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info@corewealth.co.za

Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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Kim Matthews, CFP®

Financial Planner & Healthcare Specialist
Kim joined Core Wealth as an Associate Financial Advisor in April 2016 and has been in the insurance industry since 2001.

She holds a Bachelor of Commerce degree from UNISA, with majors in Private Law & Economics, a Post Graduate Diploma in Financial Planning from the University of the Free State and is a Certified Financial Planner ® registered with the Financial Planning Institute of South Africa.

Before joining Core Wealth, she was a tied agent with Liberty Life, marketing their products and services as a Financial Planner.

Kim has since gained vast experience in corporate and health service benefits and has a keen interest in healthcare with a good understanding of how the various product providers compete as well as the vast complexity of the various medical schemes and health insurance options available.

Not only does Kim service large corporate groups, but also assists individuals with selecting medical scheme & GAP cover plans, supports in benefit enquiries and facilitates GAP claims.

Kim is accredited with the Medical Schemes Council of South Africa and is contracted with 7 of the main medical schemes, 7 GAP providers and a selection of health insurance solutions.

Together with Kim’s experience, compassion and great passion for assisting clients we are confident that our clients will benefit from her services.