Strengths

• Learner
• Maximiser
• Connectedness
• Ideation
• Responsibility

Stephen Cole, CFP®

DIRECTOR – ESTATE & FINANCIAL PLANNING

Stephen is the Director at Core Wealth responsible for our team of Advisors and Planners who give advice and perform research on Estate and Financial planning. In this role he is able to apply his more than 22 years’ experience to ensure astute financial planning for our clients, of their estates and finances and the effective management of their risk portfolios.

Stephen completed a BCom degree at Rhodes University majoring in Business Administration & Business Information Systems. He is qualified as a Certified Financial Planner® (CFP®) and also holds an Advanced Post Graduate Diploma in Financial Planning (University of the Free State).

Stephen began his career as a financial advisor with Liberty in 1995 during which time he acted as an Agent, Branch Manager and Franchise Principal. He left Liberty in 2009 and co-founded Core Wealth, seeing it as an opportunity to offer his clients a more comprehensive independent service.