Core Wealth is an independent financial services business providing tailored solutions to individuals and corporates. The business operates through three key divisions: Core Wealth Advisory Services, Core Wealth Managers, and Core Wealth Accounting and Consulting.
Core Wealth Advisory Services delivers independent financial advice to individuals and corporates, focusing on the protection, organisation, and growth of their wealth through holistic financial planning.
Core Wealth Managers is a Category II FSCA-registered asset manager responsible for managing all Core Wealth client portfolios. The division also provides strategic advice to local and international asset managers in areas such as product development, business growth, and process optimisation. Notable engagements include partnerships with Old Mutual Private Equity, a leading South African private equity firm, and Sparinvest, a global value equity and bond manager based in Denmark.
Core Wealth Accounting and Consulting offers a full suite of accounting and tax consulting services, supporting individuals, entrepreneurs, and small to medium-sized businesses with compliant, efficient, and forward-thinking financial solutions.
Company Details
- Employees
- 17
- Founded
- -
- Address
- Corner Of Vrede And Gladstone Roads, Office 4,first Floor,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.corewealth.co.za
- Keywords
- Financial planning, Investment Management, Estate Planning, Group Employee Benefits, Tax Services, Bookkeeping and Accounting Services, Life and Short-Term Insurance, Medical Aids and Gap Cover.
- HQ
- Durbanville, Western Cape
Core Wealth Questions
Core Wealth's website is http://www.corewealth.co.za
Core Wealth's LinkedIn profile is https://za.linkedin.com/company/core-wealth-advisory-services-pty-ltd
Core Wealth has
17 employees.
View email and phone details for 17
employees at Core Wealth.
Core Wealth's industry is
Financial Services
Core Wealth's top competitors are
Merchant West Investments,
Jlc Auditors Inc,
Cmv Accountants,
Core Wealth Managers,
Flagship Asset Management,
Jbs Advisory And Accounting,
Pps,
Asisa Academy,
36one Asset Management (Pty) Ltd,
Sterling Private Wealth (Sa).
Core Wealth's categories are Financial Services
Core Wealth's founding year is 2008
