Core Wealth

Core Wealth Protecting, Organising and Growing Your Wealth Our focus is to be the core of your wealth creation and protection.

Core Wealth is a firm that provides clients with trustworthy advice and solutions for all their decisions regarding their wealth. Our plans are designed and implemented to ensure the protection and growth of your wealth through every stage of your life. We believe that in order to offer a complete financial service, a team of appropriately skilled individuals is required. At Core Wealth, our advic

e team is headed up by Kevin French (CFA) and Stephen Cole (CFP) who, between them, have complimentary skills gained from over 35 years in the Financial Services Industry.

A beautiful morning spent celebrating, connecting, and creating at our   Ladies Day held at the Clara Anna Fontein Clubh...
23/05/2026

A beautiful morning spent celebrating, connecting, and creating at our Ladies Day held at the Clara Anna Fontein Clubhouse a few weeks back on the 9th of May.

From meaningful conversations around financial wellbeing to hands-on bouquet crafting and seasonal blooms, the event was a lovely reminder to make space for growth, creativity, and connection.

Thank you to all the incredible ladies who joined us and helped make the day so special💐

Global markets rebounded strongly in April, led by AI and technology-driven gains despite ongoing geopolitical tensions ...
15/05/2026

Global markets rebounded strongly in April, led by AI and technology-driven gains despite ongoing geopolitical tensions and rising oil prices. South African markets also recovered modestly, although higher fuel costs and inflation concerns continue to shape the local outlook. More in the article & video below.

Read the full written update here:
🔗 https://corewealth.co.za/april-26-update/

Watch our market commentary:
▶️ https://youtu.be/a8NGkWqteus

Global growth exceeded expectations in Q1 2026, supporting the soft-landing narrative as inflation eased and economic activity surprised on the upside. AI-re...

Happy Birthday, Steve!Wishing you a great day and a year ahead filled with continued success and good health. Your stead...
03/05/2026

Happy Birthday, Steve!

Wishing you a great day and a year ahead filled with continued success and good health. Your steady leadership and grounded approach make a real difference across the team - it’s genuinely appreciated.

Enjoy the few days of leave 🙂

Great to hear Kirsty Scully, Senior CFP® at Core Wealth, on CapeTalk unpacking the financial realities of getting marrie...
29/04/2026

Great to hear Kirsty Scully, Senior CFP® at Core Wealth, on CapeTalk unpacking the financial realities of getting married - from marital regimes to aligning money conversations early. A valuable reminder that strong financial foundations are just as important as the big day itself.

https://www.primediaplus.com/so-you-wanna-get-married-everything-you-need-to-know-legally-and-financially-before-saying-i-do/

Primedia+ is your brand-new online content hub, home to the iconic radio stations you love 947, 702, Kfm, CapeTalk, and EWN all in one convenient location. It's more than just radio and news, it's an all-encompassing online content hub. Diving into a treasure trove of information about your favorite...

Rising geopolitical tensions and higher oil prices rattled global markets in March. South African assets followed suit, ...
22/04/2026

Rising geopolitical tensions and higher oil prices rattled global markets in March. South African assets followed suit, though the broader outlook remains constructive.
More in the article & video below.

Read the full written update here:
🔗 https://corewealth.co.za/march-26-update/

Watch our market commentary on YouTube:
▶️ https://youtu.be/XgMmUWYraG4

Monthly Wrap Up | March 2026 | Core Wealth

The best measure of what we do is how our clients experience it.After our recent   event, we asked a few clients to shar...
21/04/2026

The best measure of what we do is how our clients experience it.

After our recent event, we asked a few clients to share their thoughts - candid, unscripted, and real.

A short glimpse into the relationships that underpin our advice.

https://youtube.com/shorts/WEyHpj6QLO0

What Our Clients Say About Us | Core Wealth Big Questions Event | 14 Apr 2026

19/04/2026
A great evening at our annual   event hosted at Allan Gray Proprietary Limited. Engaging perspectives, thoughtful conver...
19/04/2026

A great evening at our annual event hosted at Allan Gray Proprietary Limited. Engaging perspectives, thoughtful conversations, and a reminder of the importance of long-term thinking in an ever-changing world.

Valuable insights from political analyst & editor at The Common Sense, Dr. Frans Cronje from Frans Cronje Private Clients as well as CIO at Allan Gray, Mr. Duncan Artus, with presentations that challenged assumptions and reinforced the value of staying grounded in long-term principles.

Joined by our directors, Stephen Cole and Kevin French, it was a great opportunity to step back, reflect, and reconnect with what really matters for our clients.

A Will isn’t just a document, it’s protection for your family and one of the most important parts of any financial plan....
20/03/2026

A Will isn’t just a document, it’s protection for your family and one of the most important parts of any financial plan.

Kirsty Scully - Certified Financial Planner, Senior CFP® at Core Wealth, shares why this simple step can protect your loved ones and help avoid unnecessary complications.

https://youtu.be/LxpE7kuAULY

If you’re unsure, consider meeting with a CFP® at Core Wealth to ensure everything is in order.

📧 [email protected]
☎️ 021-9759032
📱 079 498 1190 (WhatsApp)

A Will isn’t just a document, it’s protection for your family and one of the most important parts of any financial plan. Kirsty Scully CFP®, Senior Certified...

February highlighted a changing market narrative: softer sentiment toward AI-driven growth stocks, rising momentum in em...
18/03/2026

February highlighted a changing market narrative: softer sentiment toward AI-driven growth stocks, rising momentum in emerging markets, and continued strength in South African equities. What does this mean for investors?

Read the full written update here:
🔗 https://corewealth.co.za/feb-26-update/
Watch our market commentary on YouTube:
▶️ https://youtu.be/2VKoQPuUdy8

Global equity markets delivered modest gains in February, with the MSCI World Index rising +0.7% MoM, despite a -0.8% MoM decline in the S&P 500. The dominan...

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Heritage Square, Office 4, First Floor, Corner Of Vrede And Gladstone Roads, Durbanville
Cape Town
7550

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Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 16:30

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