Core Wealth Advisory Services

Financial Services · 11 Employees
Email Address: info@corewealth.co.za
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About
Core Wealth is an independent financial services business providing services to individuals and corporates. The business has two operational legs, namely Core Wealth Advisory Services and Core Wealth Managers. Core Wealth Managers is a FSCA Category 2 registered asset manager and is responsible for the investment management of all Core Wealth clients. Core Wealth Managers also provides advice and service to local and international asset managers on product development, business development and process review. Core Wealth Managers has provided this service to Old Mutual Private Equity, a leading South Africa private manager and Sparinvest, a global value equity and bond manager based in Denmark. Core Wealth Advisory Services provides independent financial advise to individuals and corporates ensuring the protection, organisation and growth of their wealth.
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
Corner of Vrede and Gladstone Roads Office 4, First Floor Durbanville, Western Cape 7550, ZA
Keywords
Financial planningInvestment ManagementEstate PlanningGroup Employee BenefitsTax ServicesBookkeeping and Accounting ServicesLife and Short-Term Insuranceand Medical Aids and Gap Cover
Location
2
  • Corner of Vrede and Gladstone Roads Office 4, First Floor Durbanville, Western Cape 7550, ZA
  • 187 Terrace Lane West Crossways Farm Village, Crossways Thornhill, Eastern Cape 6375, ZA

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