Core Wealth
Finance · South Africa · 11-50 Employees
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Overview
Headquarters
Corner of Vrede and Gladstone Rds Fl 1 O...Phone Number
+27 219759032Website
www.corewealth.co.zaRevenue
$5.8 MillionIndustry
About Core Wealth
Core Wealth offers independent, client-focused financial advice with a personal touch, combining big-firm expertise with boutique-level service. Their team consists of highly qualified professionals, including Certified Financial Planners and Chartered Financial Analysts, dedicated to providing unbiased advice aligned with clients' goals. They provide comprehensive services covering personal financial planning, healthcare, tax, and employee benefits, ensuring clients have a single trusted point of contact. Core Wealth prioritizes building strong relationships with clients, resulting in a significant portion of their business coming from referrals.Explore more
Core Wealth Org Chart
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Core Wealth Tech Stack
A closer look at the technologies used by Core Wealth
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Frequently Asked Questions Regarding Core Wealth
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Core Wealth offers independent, client-focused financial advice with a personal touch, combining big-firm expertise with boutique-level service. Their team consists of highly qualified professionals, including Certified Financial Planners and Chartered Financial Analysts, dedicated to providing unbiased advice aligned with clients' goals. They prov... Read More
