Company Tagline
Big-firm expertise with boutique service. Qualified. Independent. Personal. Protecting, organising, growing your wealth.
Industry Category
Business Keywords
Company Description
Core Wealth is a leading financial services provider committed to delivering tailored solutions to both individuals and corporate clients. With a comprehensive suite of services, Core Wealth operates through three specialized divisions: Core Wealth Advisory Services, Core Wealth Managers, and Core Wealth Accounting and Consulting.
Located at Corner of Vrede and Gladstone Roads, Office 4, First Floor, Durbanville, Western Cape 7550, ZA, and also at 187 Terrace Lane West, Crossways Farm Village, Crossways, Thornhill, Eastern Cape 6375, ZA, Core Wealth Advisory Services offers independent financial advice, emphasizing the protection, organization, and growth of wealth through holistic financial planning. Core Wealth Managers, a Category II FSCA-registered asset manager, expertly manages client portfolios and provides strategic advice to asset managers, fostering growth and optimization. Core Wealth Accounting and Consulting delivers a full spectrum of accounting and tax consulting services, supporting businesses with compliant and forward-thinking financial strategies.
Since its founding in 2008, Core Wealth has been dedicated to providing exceptional financial services. Core Wealth continues to build strong relationships and deliver outstanding results for its clients. We invite the manager of Core Wealth to create a customized and exclusive company showcase and product listing on our platform to further enhance your company’s reach and success.
Core Wealth is 'n toonaangewende verskaffer van finansiële dienste wat toegewyd is aan die lewering van pasgemaakte oplossings aan beide individue en korporatiewe kliënte. Met 'n omvattende reeks dienste, funksioneer Core Wealth deur drie gespesialiseerde afdelings: Core Wealth Adviesdienste, Core Wealth Bestuurders, en Core Wealth Rekeningkunde en Konsultasie.
Core Wealth Adviesdienste, geleë by Hoek van Vrede- en Gladstonestraat, Kantoor 4, Eerste Vloer, Durbanville, Wes-Kaap 7550, ZA, en ook by 187 Terrace Lane West, Crossways Farm Village, Crossways, Thornhill, Oos-Kaap 6375, ZA, bied onafhanklike finansiële advies, met die klem op die beskerming, organisasie en groei van rykdom deur holistiese finansiële beplanning. Core Wealth Bestuurders, 'n Kategorie II FSCA-geregistreerde batebestuurder, bestuur kundig kliëntportefeuljes en verskaf strategiese advies aan batebestuurders, wat groei en optimering bevorder. Core Wealth Rekeningkunde en Konsultasie lewer 'n volledige spektrum van rekeningkundige- en belastingkonsultasiedienste en ondersteun besighede met voldoenende en vooruitdenkende finansiële strategieë.
Sedert die stigting in 2008, is Core Wealth toegewy aan die verskaffing van uitsonderlike finansiële dienste. Core Wealth gaan voort om sterk verhoudings te bou en uitstekende resultate vir sy kliënte te lewer. Ons nooi die bestuurder van Core Wealth uit om 'n pasgemaakte en eksklusiewe maatskappyvertoning en produklys op ons platform te skep om u maatskappy se bereik en sukses verder te verbeter.
Key Personnel / Employees
Compare Companies Side by Side
Compare Core Wealth with 3 companies in Financial-Services
| Comparison Field |
Core WealthMain Company |
RIA Circle™, LLCView Profile |
NOW Wealth Managemen...View Profile |
Forbes Wealth Manage...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2024 | 1987 | |
|
Company Size
|
— | 2-10 | 11-50 | 2-10 |
|
City
|
Durbanville, Western Cape | Denver, CO | Calgary, Alberta | Carberry, Manitoba |
|
Country
|
South Africa | United States | Canada | |
|
Skills & Keywords
Comparing with main company
|
14 Total Skills
Financial Advisory
Wealth Management
Accounting Services
Tax Consulting
Investment Management
Financial Planning
Asset Management
Medical Aids & Gap Cover
Tax Services
Life & Short-Term Insurance
Group Employee Benefits
Bookkeeping & Accounting Services
Financial planning
Estate Planning
|
47 Total
2 Common
45 Unique
Match
14%
Common Skills:
Financial Planning
Wealth Management
Unique Skills:
Abundance Mentality
Advisor Finder
Advisory Board
Best Practices
Breakaway Advisors
Business Management
+39
|
17 Total
1 Common
16 Unique
Match
7%
Common Skills:
Wealth Management
Unique Skills:
Business Insurance
Credit Solution
Cross Border Plannning
Custom Advice
Custom Portfolio Design
Goal Setting
+10
|
8 Total
2 Common
6 Unique
Match
14%
Common Skills:
Financial Planning
Wealth Management
Unique Skills:
Business Structuring
Corporate Structuring
Farm Succession
Financial Advising
Insurance Planning
Retirement Planning
|
4
Total Companies1987
Oldest Founded3
Countries79
Unique SkillsSimilar Companies
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Alternative Company Names
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