Investment Advice

Our 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 creation and investment strategy for you.

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 to minimise risk and to ensure above market returns.

The selection of investments is based on thorough research not speculation. We will clearly explain our investment decision process and your investment strategy. If you don’t understand it, we won’t do it.

Our wealth advisors can provide:
  • Investment Strategy
  • Investment Selection and Portfolio Management
  • Investment Management and Administration
  • Access to ASX listed entities.

  • 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.

    Start growing your wealth and have the future you have always dreamt of. Call us today on 07 3260 0600 to find out how.