What We Offer
We provide a comprehensive service offering
Services for Individual Clients
- Retirement and holistic financial planning
- Local and offshore investment management
- Wills, estate planning, and estate administration
- Life, disability, and dread disease cover
- Medical aid advisory
- Short-term insurance solutions
- Tax-efficient structuring, planning, and advice
Services for Corporate Clients
- Group risk benefits: life, disability, dread disease, and funeral cover
- Pension and provident fund investment advice and management
- Healthcare advisory, medical aid consulting, and wellness programme implementation
- Corporate short-term insurance solutions
We support every aspect of your financial wellbeing, both practical and emotional
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regular feedback
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implement, monitor
& manage
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understand
regular
& reporting
Adjustment
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propose & guide
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Translate
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research
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understand
02
Translate
03
research
04
propose & guide
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implement, monitor & manage
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regular feedback
regular & reporting Adjustment
Core Wealth Cares
Because life is more than just finances
At Core Wealth, our focus has always been on protecting, organising, and growing your wealth. But over the years, we have come to understand that some clients – particularly widowed or more vulnerable clients – need support that extends financial advice. Many have shared, directly or indirectly, that the everyday practicalities of life can feel overwhelming when faced alone.
Launched in 2014, Core Wealth Cares was created to meet this need. The programme offers assistance with the important but often daunting tasks of daily life, such as home and vehicle maintenance, navigating service providers, or even arranging a lift when required. While these may seem like small matters to some, they can become significant challenges for those who prefer not to burden family or friends.
Core Wealth Cares is our way of offering comfort, support, and practical help, ensuring you feel looked after in every aspect of life, not just your finances.