Building, protecting and managing your wealth with confidence.
Integrated wealth, insurance and business advisory services tailored to your goals and designed for long-term financial confidence.
Wealth
From growing your investments to planning for retirement, Core provides personalised wealth strategies designed around your goals. Through active portfolio management, disciplined investing and ongoing advice, we help you build, manage and protect your wealth with confidence.
Whether you're building wealth, preparing for retirement or managing significant assets, Core takes the time to understand what matters most to you. As your life and financial goals evolve, your strategy evolves with them, giving you clarity and confidence every step of the way.
Insurance
Insurance is more than peace of mind, it's an essential part of protecting your financial future. Core provides tailored personal and business insurance solutions, together with ongoing claims support, so you and your family are protected when it matters most.
From life, income protection and trauma insurance to business protection strategies, Core helps ensure the right cover is in place for your circumstances. If the unexpected happens, we'll advocate on your behalf and guide you through the claims process from start to finish.
Referral Partners
Business success creates unique financial opportunities and challenges. Core works alongside business owners and their trusted Advisors to develop integrated strategies that support growth, succession planning and long-term wealth creation.
Working collaboratively with accountants, lawyers and mortgage brokers, we help align business and personal wealth, creating clear, coordinated strategies that support better long-term outcomes. Together, we deliver seamless advice that gives clients greater clarity, confidence and long-term financial success.
Everything working together.
From wealth management and investing to retirement and superannuation, Core advice is designed to help you grow, protect and manage your wealth with confidence.
Wealth planning
Build and preserve wealth through personalised strategies designed around your long-term goals.
Investment strategy
Actively managed portfolios focused on quality assets, disciplined investing and sustainable growth.
Retirement planning
Create a clear pathway to retirement with strategies designed for confidence and financial freedom.
Super and SMSF
Make the most of your super with tailored strategies that support wealth creation and retirement.
Legacy planning
Financial advice that adapts as your goals, opportunities and circumstances evolve.
Our investment strategy
Core portfolios
Insurance and risk protection.
Insurance is an essential part of a complete financial strategy, helping protect your income, your family and your long-term wealth objectives.
Personal insurance
Life, income protection, and trauma cover tailored to your circumstances.
Business insurance
Key person insurance, business expense insurance, and succession planning protection.
Claims support
We advocate for you through the claims process, ensuring you get the outcome you deserve.