Core Wealth Advisory Services Pty Ltd
At Core Wealth we don’t believe in big-budget advertising and false promises. We have seen too many people get burned by unscrupulous firms and biased financial advisors. We would rather put our years of training and experience to good use – to help you navigate the exciting but complex world of investments.
Our Story Big-firm expertise with boutique service Core Wealth opened it’s doors in 2008 after founders Kevin French and Stephen Cole left large financial firms with the goal of offering clients support and protection during trying times. They knew that getting their clients through the tough times would mean that, together, they could flourish in the future. Core Wealth was built on long-term relationships, recommendations and word of mouth, not through paid advertising, taking short cuts or working for incentives. These traditional values have stood us in good stead and, combined with our innovative approach to technology and our unique investment research capabilities, make us one of the leading wealth managers in the industry. At the end of the day, we know that the only thing our clients want is a wealth manager who is trustworthy and fighting in their corner. This is what we aim to be. Our mission is to help you protect, organise and grow your wealth – by putting you at the core.
Address: Office 4, First Floor, Heritage Square, Vrede Street, Durbanville 7550, Cape Town, Western Cape, South Africa
Phone: +27 21 975 9032
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