Wealth & Investment

Establish your personal financial objectives, assess your risk profile, and tailor a wealth advice and investment strategy.

Introduction

Our financial advisors get to know all of our clients before making recommendations. Together, we establish your personal financial objectives and assess your risk profile before tailoring a unique wealth advice and investment strategy for you.

Core’s investment advisors provide investment strategy advice, investment selection and portfolio management, investment management and administration and access to ASX listed entities.

Our advisors’ approach to planning for your financial future takes into consideration your current financial position and what your future needs or goals are.

With over two decades of experience, our financial advisors have seen the market weather all kinds of conditions, from highs to lows and variable in-betweens. It is through this experience we are able to guide you through the maze of today to enable you to achieve your goals of tomorrow.

We Manage Your Money Like It’s Our Own

We manage our clients money like we do our own, vigilantly. With access to a wide range of investment products to suit individual requirements, we diversify our portfolios with the intent to minimise risk and to achieve above benchmark returns.

Research, Not Speculation

The selection of investments is based on thorough research not speculation. We will clearly explain our investment decision process and walk you through the investment advice we provide to you in a way that makes sense to you. If you don’t understand it, we won’t do it.

Accurate, Timely Advice

Our investment advisors know how to navigate an ever-changing financial environment, and can provide you with accurate, timely advice to help build your investment portfolio and increase your financial stability.

Investment Advice Based on Risk Profile and Goals

Our expert financial advisors and investment advisors establish your financial needs, requirements and risk profile, then devise tailored wealth advice and investment strategies that fit within your comfort level, to build your portfolio and achieve your goals.

Our Investment Management Philosophy

Core’s investment philosophy implements a thematic approach which exhibits value characteristics complementing partial utilisation of passive strategies.

Core employs a fundamental analysis methodology and will select investments that in its view align with the macro view, the outlook for the economy and capital markets, and; that are in Core’s preferred asset classes and market sectors.

A capital preservation focus will be adopted where market conditions demand this approach. The asset allocations implemented for Core’s portfolios also target relatively lower levels of volatility with the aim of smoothing investment returns.

Asset allocations can shift with weightings to specific asset allocations being varied to meet Core’s view on market conditions providing flexibility to the investment strategy.

Download our financial services guide:

Financial Services Guide

2023 © Core Wealth Advisors Pty Ltd.

Core Wealth Advisors Pty Ltd (ABN 21 623 746 430) are an authorised representative of Core Advisor Group Pty Ltd (ABN 19 109 451 916) which holds an Australian Financial Licence (No: 281394) and is a Registered Life Insurance Broker.

Past performance is not an indication of future performance. In preparing this content, individual circumstances, for example tax implications, have not been taken into account and it may, therefore, not be applicable to an individual’s situation. Before making an investment decision, you should consider your circumstances and whether the information is applicable to your situation, personal objectives and circumstances.

As this information (including the statements on taxation which are of a general nature only and based on current laws, rulings and interpretation) has been prepared without considering your objectives, financial situation or needs, it is not to be considered as advice; you should, before acting on this information, consider its appropriateness to your circumstances, objectives, financial situation or needs.