The best financial strategies are built collaboratively, not in isolation.
Core works alongside accountants, lawyers and mortgage brokers to deliver integrated wealth, investment and insurance advice that strengthens client relationships through collaboration.
Why business owners choose Core.
Boutique senior-led advice.
MDA investment capability.
Integrated advice model.
Long-term partnership focus.
Personal cashflow modelling.
Core’s approach is straightforward.
The right advice at the right time can make all the difference.
- Selling a business
- Approaching retirement
- Receiving an inheritance
- Receiving an insurance or disability payout
- Restructuring investments
- Taking on significant debt
- Establishing an SMSF
- Protecting family wealth
- Transitioning to retirement income
- Reviewing insurance structures
- Navigating estate planning considerations
Why business owners choose Core.
Accountants:
- Support during complex client conversations
- Better integration between tax and wealth structures
- Assistance with retirement and succession planning
- Reduced fragmentation of client advice
- Stronger long-term client retention
Mortgage brokers:
- Insurance strategies around lending exposure
- Wealth strategies post-settlement
- Support around SMSF lending structures
- Ongoing client engagement beyond lending
Lawyers:
- Support during estate and succession matters
- Collaborative implementation
- Clear communication across multiple Advisors
- Coordinated client outcomes
Every decision tested across the entire ecosystem.
The client is the constant. Everything else is built around them.
Understanding your goals, lifestyle and what matters most.
Building financial scenarios using real numbers and key assumptions.
Creating a clear picture of your financial future.
Testing different scenarios to identify opportunities and potential gaps.
Reviewing and refining your strategy as your life and circumstances evolve.
A living plan that evolves with life
When they can retire
See the impact of different retirement ages
How much they can spend
Understand sustainable spending now and in future.
What they need to accumulate
Know the wealth target required to achieve their goals.
Where the gaps are
Identify shortfalls in insurance, super or savings.
Windfall & depletion risks
See if they are at risk of running out or over-saving.
Confidence & clarity
Make informed decisions and feel in control of their future.