Whether your growing your wealth or protecting your financial strategy from financial risk, Core Wealth Advisory can help you navigate your financial needs.

Superannuation

Superannuation is many peoples only retirement savings. That’s why its so important to get it right for your whole working life. Combining your superannuation into a single account and getting the investments suiting your risk profile can help you sleep easy at night and retire sooner.

Mortgage Broking

Core Wealth Advisory don’t offer mortgage broking in house. We do however have a great relationship with a number of brokers that can help you find the best loan. This may be a loan for your first home, investment property of even buying property through a Self Managed Super Fund. Ask us how to buy property through superannuation today.

Income Protection and Life insurance

Protecting your financial plan and providing for your family even if your unable to work through sickness or injury is easy with the right advice. The insurance premium can in most cases be paid through superannuation. So insurance is affordable now right when you need it. Don’t be another sad statistic, speak with us about income protection today.

Retirement Planning

Whether you're retiring this year or in several years the planning should start today. There are a number of strategies that can increase your retirement balance without taking on undue investment risk. Structuring your assets to provide income that will last a lifetime is something we do every day.

Tax Planning and Gearing

Government regulation and policy is ever changing. With the right tax planning and gearing advice you can minimise your personal tax bills and also grow wealth more quickly to retire sooner.

Self Managed Superannuation Funds (SMSF’s)

We can help you decide if a SMSF is the right choice for you. Generally speaking if you have a balance over $250,000 or wish to buy a property with your superannuation monies then a SMSF may provide the answer your looking for. We can help to set up the fund, rollover your superannuation balances replace any lost insurance and guide you through the ongoing compliance and tax advice required to run the fund. It’s easy with us there to guide you.

It's good to know the good apples from the bad.

It's what can make the difference between getting it right, and getting it very wrong. After years of experience of knowing the good from the bad, we're pleased to announce our financial planning division.

Core Wealth Advisory

Core Wealth advisory is a financial planning and investment advisory firm offering services on the Sunshine Coast and Newcastle. Whether you are seeking unbiased financial planning advice, independent investment management or personal risk solutions, meeting your unique needs is our highest priority. Our goal is to be the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family.

Need help with superannuation and protecting your income?

Contact us to see how we can assist.

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