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.

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 💡With interest rates on the rise and assessment rates tightening, accessing your home equity may ...
20/05/2026

Quick Tip of the Month 💡

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.

23/04/2026

Q3 team catch up with the Core Wealth crew.

While we spend a lot of time focused on our clients, it’s just as important to take the time to connect as a team outside of the office.

We’re big believers that strong team culture doesn’t happen by accident. It’s built through time, connection, and genuinely enjoying the people you work with.

Most people think refinancing is about getting a better interest rate.But in reality, it’s about making sure your loan i...
22/04/2026

Most people think refinancing is about getting a better interest rate.

But in reality, it’s about making sure your loan is structured to support where you are now, not where you were when you first set it up.

Over time, things change. Income, lifestyle, priorities, and future plans. But many people are still carrying the same loan structure they started with.

Refinancing can help you:
• Improve cash flow
• Restructure existing debt
• Unlock equity
• Create more flexibility
• Simplify your finances

Here’s a recent example:

Before refinance:
Total outgoing: $13,006 per month across multiple repayments.

After refinance:
Total outgoing reduced to $9,258 per month.

That’s a difference of $3,748 per month, or $44,976 per year.

It also created over $120,000 in available funds, giving more flexibility for renovations, a buffer for quieter periods, and future plans.

The opportunity isn’t just in refinancing, it’s in structuring your finances in a way that actually supports your goals.

If your situation has changed, it might be worth asking, is your current loan still working for you?

Q3 team catch up with the Core Wealth crew.While we spend a lot of time focused on our clients, it’s just as important t...
15/04/2026

Q3 team catch up with the Core Wealth crew.

While we spend a lot of time focused on our clients, it’s just as important to take the time to connect as a team outside of the office.

We’re big believers that strong team culture doesn’t happen by accident. It’s built through time, connection, and genuinely enjoying the people you work with.

Buying your first home? The First Home Owner Grant (FHOG) could be part of your plan, but it’s often misunderstood.The F...
08/04/2026

Buying your first home? The First Home Owner Grant (FHOG) could be part of your plan, but it’s often misunderstood.

The FHOG is a one-off, state-based payment designed to support first home buyers purchasing or building a new home. It’s important to know that it does not apply to established homes.

The grant amount varies depending on the state.
In Western Australia, eligible buyers can receive up to $10,000, while in Queensland it can range from $15,000 to $30,000 depending on timing.

To qualify, you’ll generally need to:
• Be a first home buyer
• Be 18 years or older
• Be an Australian citizen or permanent resident
• Live in the property as your principal place of residence

There are also property value caps and additional conditions that apply, and these can differ depending on your location.
The key thing to understand is this, the grant is helpful, but it’s only one part of the bigger picture. How your loan is structured and what you can actually afford matters just as much.

👉 Reach out if you’d like to understand how this fits into your overall property plan.

01/04/2026

At Core Wealth Finance, we specialise in finding lending solutions that help clients across Perth improve their financial position and move closer to their lifestyle goals.

Through mortgage refinancing and debt consolidation, we recently helped a client restructure their finances and significantly reduce their monthly commitments.

Before refinancing:
Total monthly repayments: $13,006

After refinancing:
Total monthly repayments: $9,258

That’s a saving of $3,748 per month or $44,976 per year.

In addition, the refinancing strategy created $121,670 in surplus funds, giving the client flexibility for home renovations, a financial buffer, and future lifestyle plans.

If you’re considering mortgage refinancing or debt consolidation in Perth, reviewing your current loan structure could reveal opportunities to simplify your finances and improve cash flow.

Book a call with a Core Wealth Finance broker to explore your options

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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