Core Wealth Financial Planning

Welcome to Core Wealth Financial Planning, located at 45 Northside Drive in Hillarys, Australia. As a trusted establishment in the finance industry, we are dedicated to helping our clients achieve their personal goals and objectives with the least amount of risk and the greatest amount of certainty.

At Core Wealth, we understand the importance of guiding our clients towards a financially secure future. We work closely with families to identify their priorities, whether it's upgrading their home, traveling overseas, providing a private education for their children, purchasing a caravan or boat, or retiring comfortably.

Our team utilizes unique modelling software to determine the amount of Core Wealth necessary for each family to achieve their objectives. From there, we develop and implement personalized financial plans that create an initial framework, enabling our clients to become financially organized.

But our journey with families doesn't end there. We continue to support them as they grow, manage, and protect their Core Wealth. With our expertise and experience, we assist in building and implementing complex strategic plans that help our clients realize their personal goals.

Scott, our founding Director and owner, is a Certified Financial Planner (CFP®) with a strong background in economics and finance. With over 10 years of experience, Scott has been working closely with families in a privileged and trusted capacity to develop appropriate asset allocations for client portfolios, utilizing his expertise in interpreting macroeconomic market information.

At Core Wealth Financial Planning, we are committed to providing our clients with the guidance and support they need to achieve their financial dreams. Join us on the pathway to a financially secure future.