Your future financial security and prosperity is our core focus. 

Helping you navigate your most important investment & business decisions

30+ Years Experience

With decades of experience, our expert advisors know how to navigate an ever-changing environment.

Integrated Service

We are able to provide advice on business protection, personal insurance, retirement planning, investments and superannuation. We also assist with all your personal and business tax as well as being an advisor for important business decisions. 

Personal, Business & Retirement

Core has helped countless individuals & businesses ensure their financial security, manage their superannuation and grow wealth. 

New kids on the block? Not us. 

We pride ourselves on our experience and expertise. Our team of financial advisors have proven track records navigating ever-changing financial environments, based in both Brisbane and the Sunshine Coast.

Core Group has helped countless individuals and businesses ensure their financial security, manage superannuation and build wealth for a comfortable retirement.


Results you can rely on

"Shane has provided professional financial advice which has met our needs and he has been excellent at answering specific questions in a clear and thoughtful manner. The difficulty in managing retirement superannuation has been eased by his thorough and precise advice. There have been challenges which have been negotiated with appropriate outcomes. This has been reassuring over the past few years. The personal service has been timely and efficient. We have not spent time identifying ourselves to unknown individuals which happened with larger organisations. We have benefitted from the clear vision we have about the management of the funds."

Gordon & Naomi Wright

"What sets Shane apart is his ability to blend professionalism and friendship. He took the time to get to know us, and understand our financial goals to create a personalised plan that we felt had be designed specifically for us. His approachability for us to ask any questions was make so easy by his patience and explanations to us. We would have no reservations in recommending Shane to anyone who is seeking a financial planner for their retirement plan."

Peter & Denise Gava

"During my dealings with Chris, I have found him to understand not only the ever-changing financial landscape, but how it affects my investment portfolio during the various stages of life. From the beginning, Chris and Core have integrated their experience to deliver performance with a commitment to understanding my individual goals and tolerance to risk. Of particular benefit is Core’s ability to trade directly on overseas stock markets which provides my portfolio with exposure to leading global companies and the transparency and efficiency associated with this."

Dr Jason McMillen 

"Since implementing the insurance strategy devised by Michael, I have found peace of mind knowing that my loved ones and assets are adequately protected. The comprehensive coverage not only fits my budget but also provides a sense of security that extends far beyond what I had imagined."

Peter Hackett

"David and I came to Shane to discuss our personal superannuation fund, longer term estate planning and to also discuss the options that were available for our future financial security in retirement.  It was achieved in a very professional manner, while at the same time putting us totally at ease and took the time to get a feeling for where we were at.   Shane always explains everything thoroughly and we never felt uncomfortable asking questions or expressing an opinion, all tailored to suit our situation and future needs, by putting our finances in Shane's care for him to guide us in the right direction. We have no hesitation in recommending Shane's services with complete trust, and the knowledge of his team ensures there are no questions left unanswered in determining the right strategy for their clients."

David & Susan Gray

Are you ready to protect your wealth? Let’s plan your financial future together

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