+27 21 975 9032


Office 4, First Floor,
Heritage Square,
Vrede Street,
Durbanville 7550
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What We Do

What We Offer

We provide a comprehensive service offering

This enables us to build the most appropriate strategy for each of our clients, whether individual or corporate.

Individual Clients

  • Retirement and financial planning
  • Local and offshore investment management
  • Wills and estate planning and administration
  • Life, disability, dread disease and medical aid cover
  • Short-term insurance
  • Tax planning and advice

Corporate Clients

  • Risk benefits – life, disability, dread disease and funeral cover
  • Pension and provident fund investment advice and management
  • Healthcare advisory, medical aid and wellness program implementation and advice.
  • Short-term insurance

We cover all the aspects of your physical & emotional financial wellbeing

This ensures that we are able to provide regular feedback detailing your evolving financial position and recommended action to be taken.

Core Wealth Cares

Not just about finances

At Core Wealth we are perfecting the art of Protection, Organising and Growing your wealth but have come to realise that for some of our clients this is not enough. Many of our widowed and more vulnerable clients have implicitly or directly expressed a need for support around the non-financial aspects of life. In 2014 we launched Core Wealth Cares to provide those clients with the assistance they require.

Core Wealth Cares is aimed at supporting you with the sometimes mundane yet important tasks of life, such as home and vehicle maintenance, dealing with unscrupulous service providers, or simply a lift to or from the airport. These may not seem like big issues to many of us, but for a single widow who does not want to be a burden to family and friends, they can appear as a daunting undertaking. Core Wealth Cares has been specifically designed to assist with these day-to-day burdens.