Building wealth through disciplined investing and trusted advice.
Personalised wealth strategies, active portfolio management and long-term investment advice designed to help you achieve your financial goals.
Core helps you make the most of your financial future.
Dedicated Advisor
At Core, you will always have a dedicated financial Advisor who will work with you and for you, providing clear recommendations and support to help grow and protect your wealth.
Experienced team
With decades of experience, our Advisors have seen the market weather all kinds of conditions – from highs to lows, and variable in-betweens. Our clients get to leverage this experience through our personalised service.
Reliable
Trust is built through consistent delivery. Core's personal, focused approach means doing what it says it will do, and always delivering on our Core values. Ultimately, these values and our reliability are why our clients keep returning.
Accurate, timely advice
Effective investment advice is both strategic and responsive. Our Advisors are adept at navigating the ever-changing financial environment, to provide you with accurate, timely advice to help build your investment portfolio and increase your financial stability.
Everything working together.
From wealth management and investing to retirement and superannuation, our 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 and circumstances evolve.
Core portfolio
Referral partners
Wealth planning.
Building wealth isn't just about choosing investments; it's about creating a strategy that evolves with your life. At Core, we combine personalised wealth strategy, disciplined portfolio management and long-term financial planning to help you make confident decisions at every stage of your journey. Every recommendation is tailored to your goals, risk profile and aspirations, creating a clear roadmap for lasting financial success.
Our Advisors actively manage your portfolio through changing markets, continually reviewing opportunities, balancing risk and ensuring your investments remain aligned with your objectives. Whether you're growing your wealth, preparing for retirement or preserving a legacy for future generations, we provide the clarity, expertise and ongoing partnership to help your wealth continue working for you.
Markets change.
Opportunities evolve.
Your investment strategy should too.
At Core, we manage investment portfolios with a disciplined, long-term perspective, focusing on quality businesses, resilient assets and thoughtful portfolio construction. Through active management, strategic asset allocation and ongoing oversight, we help you navigate changing market conditions while keeping your investments aligned with your goals.
It's an approach built on clarity, conviction and experienced professionals managing your wealth with confidence.
Retirement planning.
Retirement should be about living life on your terms, not worrying about whether your wealth will last. Core helps you create a personalised retirement strategy that balances income, investments and long-term financial security, so you can move into retirement with clarity and confidence.
Through careful planning, ongoing portfolio management and regular reviews, we ensure your strategy continues to support the lifestyle you want today while adapting to your needs in the years ahead. Whether retirement is just around the corner or already underway, we're here to help you make the most of every stage.
Superannuation
and SMSF
strategy.
Your superannuation should do more than grow quietly in the background, it should play a central role in your long-term wealth strategy. We help you unlock its full potential through tailored superannuation and SMSF strategies designed to support wealth creation, investment flexibility and retirement confidence.
With personalised advice and ongoing strategic guidance, we help ensure your super remains aligned with your goals, adapting as markets, legislation and your circumstances evolve. Whether you're building wealth, preparing for retirement or seeking greater control through an SMSF, we're here to help you make informed decisions with confidence.
Estate and
intergenerational
wealth planning.
Your wealth represents a lifetime of hard work, thoughtful decisions and the future you want to create for those you care about. Our estate and intergenerational planning strategies help ensure your legacy is protected and your wealth is transferred according to your wishes.
By integrating estate planning with your broader investment and wealth strategy, we help create a seamless plan that supports future generations while giving you confidence that your financial affairs are well considered. Together with your legal and accounting professionals, we provide ongoing guidance to help your strategy evolve as life changes.
Professionally managed portfolios.
Actively managed portfolios focused on quality assets, disciplined investing and long-term sustainable returns.
Core Australian equities portfolio
A concentrated portfolio of leading Australian companies, focused on long-term growth and strong dividend income.
Very High Risk 7+ Years
Core international equities portfolio
A concentrated portfolio of global companies, providing exposure to international growth opportunities.
Very High Risk 7+ Years
Core
income
A diversified portfolio of defensive assets designed to generate consistent income with lower volatility than shares or property.
Low to Medium Risk 3+ Years
Core
property and infrastructure
Exposure to Australian and global property and infrastructure assets, with a focus on stable income.
High Risk 7+ Years
Working together for better client outcomes.
Strong client outcomes come from strong professional relationships. Core works alongside accountants, lawyers and mortgage brokers to deliver integrated advice that complements their expertise, creating clear, coordinated strategies for shared clients.
Whether it's tax-effective wealth structuring, estate planning, SMSF strategy or business succession, Core's collaborative approach helps clients move forward with confidence while strengthening existing Advisor relationships.