My late wife and I were clients of Core Wealth for several decades, and we consistently experienced a high standard of service. The staff were always pleasant, professional, and exceptionally helpful. Our investment portfolio regularly outperformed the sector average, reflecting the quality of its financial guidance.  The insurance division at Core Wealth was particularly outstanding. Their expertise and support were invaluable in helping us navigate many of life's complexities and challenges.

Working with Core Wealth showed us the level of depth, detail, and responsibility that true professionals bring to financial advice. They took a genuine interest in understanding our risk profile and tailored every recommendation to our long-term goals.

We now feel confident in our investment journey and excited about building towards a retirement free from financial worry.

We moved to Core Wealth in 2022 and have been extremely pleased with the service we’ve received. Kirsty has been outstanding - always approachable, responsive and willing to assist, even while travelling overseas! Core Wealth helped us consolidate our investments and review our insurance policies, leading to meaningful monthly savings. We also moved our wills across because it made sense to have everything managed together.

We highly recommend Kirsty Scully and Core Wealth to anyone looking for an independent financial advisor.

I have worked with Core Wealth for 8 years now and have recommended them to several friends. It’s rare to find a firm that is so honest and service driven. They understand my requirements and appetite for risk and I trust them completely. It also helps that they offer so much more than investment advice - they take care of all my assets.