Core Wealth Financial Planning & Finance Broking

Core Wealth Financial Planning & Finance Broking Helping Australians achieve financial freedom with tailored advice, ongoing guidance & a long-term strategy. Find out more at corewealthfp.com.au

Based in Hillarys, WA, Core Wealth empowers individuals and families to achieve their financial dreams with tailored advice and strategic planning. Our team brings over 60 years of combined experience across financial planning, wealth management, and lending solutions. We specialise in working with business owners, high-income professionals, and those preparing for or navigating retirement. Sophis

ticated modelling tools combined with extensive experience allows us to map out custom strategies to help clients effectively grow, protect, and enjoy their wealth. We understand that managing wealth is about more than just the numbers; it’s about lifestyle.

Waiting for an RBA rate cut before reviewing your home loan? You might not need to.While interest rates are still top of...
14/07/2026

Waiting for an RBA rate cut before reviewing your home loan? You might not need to.

While interest rates are still top of mind, some lenders are competing for quality borrowers by adjusting their offers to stimulate lending.

That means now could be a smart time to review whether your current loan is still competitive.

A loan review is not just about chasing a lower rate. It is also about making sure your loan structure still suits your goals.

Whether that means improving cash flow, planning your next move, or simply making sure you are not paying more than you need to.

If it has been a while since you last reviewed your loan, now may be a good time to explore your options.

Book a call with Natalie to review your current home loan and see what opportunities may be available.

đź”— https://corewealthfp.com.au/book-a-call/

Your next property or finance decision deserves a fresh look at the numbers.With recent Federal Budget changes, rate mov...
29/06/2026

Your next property or finance decision deserves a fresh look at the numbers.

With recent Federal Budget changes, rate movements and shifting lender policies, Natalie is encouraging clients to review their borrowing capacity before making their next move.

How much you can borrow can change over time based on your income, expenses, existing debts, interest rates and the way your current loans are structured.

Whether you’re thinking about buying an investment property, refinancing, consolidating debt or simply understanding your options, a borrowing capacity review can give you a clearer picture of where you stand.

Sometimes, the answer is “not yet”. Sometimes, there are better options than expected. Either way, having the right information helps you make decisions with more confidence.

If you’re considering your next move, Natalie can help you understand what may be possible.

Thinking about buying an investment property?With proposed changes to negative gearing on the horizon, Natalie is encour...
25/06/2026

Thinking about buying an investment property?

With proposed changes to negative gearing on the horizon, Natalie is encouraging property investors to pause and review their numbers before making their next move.

If the changes proceed, the type of property you buy may become more important, particularly when comparing a new build with an established property.

That doesn’t mean one option is automatically better than the other. It means your decision should be based on your goals, borrowing position, cash flow, tax position and long-term investment strategy.

Natalie can help you understand how your finance structure may need to work alongside these changes, so you can make your next property decision with more clarity and confidence.

If you’re thinking about buying or refinancing an investment property, now is a good time to have a conversation.

Core Wealth was proud to support the Lake Karrinyup Women’s Charity Day for the second year, sponsoring the 17th hole at...
23/06/2026

Core Wealth was proud to support the Lake Karrinyup Women’s Charity Day for the second year, sponsoring the 17th hole at this year’s event.

Now in its 90th year, this beautiful annual event brings women from golf and bridge clubs across Perth together for a day of connection, generosity and community spirit.

This year, funds raised will support Parkerville Children and Youth, Spectrum Space and the Louisa Alessandri Memorial Scholarship Fund.

We’re especially proud to have Core Wealth ambassador Jodie volunteering to help bring this wonderful event to life.

A big congratulations to everyone involved in continuing such a meaningful legacy.

19/06/2026

Behind every client outcome is a team that communicates, collaborates and genuinely enjoys working together.

If you’re looking for financial planning, wealth management or finance support in Hillarys and the Perth northern suburbs, our team is here to help.

And yes, we take lunch strategy very seriously.

03/06/2026

A huge congratulations to Core Wealth’s Melanie Heidke and Rob Rocca, who completed the HBF Run for a Reason half marathon together!

Business owners, now is the time to look at the bigger picture.New equipment, a vehicle, or upgraded technology should d...
28/05/2026

Business owners, now is the time to look at the bigger picture.

New equipment, a vehicle, or upgraded technology should do more than meet an immediate need.

It should support where your business is heading and lead to outcomes like less outsourcing, faster turnarounds, better profit margins and capacity to grow.

But, before you commit, consider:

• Will the asset improve efficiency?
• Will it support growth?
• What impact will repayments have on cash flow?
• Is the finance structure right for your long-term plans?

The $20,000 instant asset write-off has been extended to 30 June 2026 for eligible small businesses, so timing matters.

But the right finance decision matters too.

Book a call with Natalie to discuss your finance options before you invest.

A huge congratulations to Core Wealth’s Melanie Heidke and Rob Rocca, who completed the HBF Run for a Reason half marath...
26/05/2026

A huge congratulations to Core Wealth’s Melanie Heidke and Rob Rocca, who completed the HBF Run for a Reason half marathon together.

This is the second year Melanie and Rob have taken on the event side by side, this year choosing to run in support of ovarian cancer.

A fantastic effort for an important cause, and a great reflection of the Core Wealth team’s commitment to community, connection and showing up for what matters.

Well done, Melanie and Rob!

Quick Tip of the Month đź’ˇWith interest rates on the rise and assessment rates tightening, accessing your home equity may ...
20/05/2026

Quick Tip of the Month đź’ˇ

With interest rates on the rise and assessment rates tightening, accessing your home equity may become more challenging over time.

Now is a great opportunity to book a review with a Core Wealth finance manager to understand your current position and explore any equity you may be able to access while conditions allow.

A simple review today could give you more options tomorrow.

https://corewealthfp.com.au/book-a-call/




A great evening with our clients at the recent Core Wealth Client Investment Event at the stunning Hillarys Boat Harbour...
13/05/2026

A great evening with our clients at the recent Core Wealth Client Investment Event at the stunning Hillarys Boat Harbour.

Bringing our clients together for events like this is an important part of how we work. Not only to share timely insights on market conditions, investment strategy and portfolio positioning, but also to create space to connect in a more personal and relaxed setting.

The event featured perspectives from Dr Steve Garth and Slava Platkov on current market conditions and how portfolios are being positioned in an evolving global landscape.

At Core Wealth, we believe good advice goes beyond meetings and reports. It’s also about helping our clients stay informed, feel confident, and better understand the strategy behind their financial goals.

Thank you to everyone who joined us for the evening. We appreciate the opportunity to share these conversations with you and look forward to continuing them.

Address

Suite F1, 45 Northside Drive, Hillarys
Perth, WA
6025

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61862433700

Website

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