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About Core Wealth Advisory
Welcome to Core Wealth Advisory, a leading financial institution located in Adamstown, New South Wales, Australia. As an establishment specializing in finance, we are committed to providing expert guidance and support to help you navigate your financial needs.
At Core Wealth Advisory, we understand the importance of superannuation as a vital component of retirement savings. That's why we emphasize the significance of making informed decisions throughout your working life. Our team can assist you in consolidating your superannuation into a single account and selecting investments that align with your risk profile, ensuring peace of mind and an earlier retirement.
While we do not offer mortgage broking in-house, we have established strong partnerships with reputable brokers who can help you find the best loan options. Whether you're a first-time homebuyer, investing in property, or considering purchasing property through a Self Managed Super Fund, we can guide you through the process of buying property through superannuation.
Protecting your financial plan and providing for your family in the event of sickness or injury is crucial. With the right advice, we can help you secure income protection insurance, with the premium payments often payable through superannuation. Don't become another statistic β speak with us today to ensure your financial security.
Retirement planning should begin today, regardless of whether you plan to retire this year or in the future. Our team can assist you in implementing strategies that can enhance your retirement balance without exposing you to undue investment risks. We specialize in structuring your assets to provide a lifetime income stream, ensuring financial stability for your retirement years.
With ever-changing government regulations and policies, tax planning and gearing advice are essential to minimize personal tax bills and accelerate wealth growth for an earlier retirement. Our team can provide you with the right guidance to optimize your financial situation.
If you're considering a Self Managed Super Fund (SMSF), we can help you determine if it's the right choice for you. Generally, if you have a balance over $250,000 or are interested in buying property with your superannuation funds, a SMSF may be the solution you're looking for. We offer comprehensive support in setting up the fund, rolling over superannuation balances, replacing any lost insurance, and providing ongoing compliance and tax advice.
With years of experience in distinguishing between good and bad financial planning, we are proud to introduce our financial planning division. As a financial planning and investment advisory firm, we serve clients on the Sunshine Coast and Newcastle. Whether you need unbiased financial planning advice, independent investment management, or personalized risk solutions, we prioritize meeting your unique needs. Our goal is to be your primary resource for growing, protecting, and managing your wealth through life's challenges and opportunities.
If you require assistance with superannuation or protecting your income, Core Wealth Advisory is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Reviews of Core Wealth Advisory
"Kynan & his team have set me up for life. I'm very thankful. Highly recommend"
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