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Core Wealth Managers

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Money comes to those who are wise and who seek out wisdom
Joined: 31 Aug 2010
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Announcement
Core Wealth Sponsors Curro Netball Team on Tour

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Business
Monthly Investment Market Wrap - Feb 2012

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Business
Paying cash, not credit, leads to healthier food...

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Business
Be careful not to get Bamboozled!!!

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Business
Keep a long-term view in the current fragile...

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Announcement
New Addition to Core Wealth Managers

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Jokes
The lighter side of marriage

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Core Wealth Admin Team

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Business
Financial Tips

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Unashamedly Ethical

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Marriage Under Construction

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Growth on Growth

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Something new for both ends of the age spectrum!

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Protection & Growth of your Wealth

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Core Wealth Managers

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Core Wealth Managers

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About me

My name is
Core Wealth Managers
About me

Our focus is to be the CORE of your Wealth Creation and its Protection.

We are a wealth management team that provides our clients with trustworthy advice and solutions for all their decisions regarding their wealth. We design and implement plans to ensure the protection and growth of your wealth through every stage of your life.

CWM Registration Details:
Core Wealth Managers CC, Registration No.: 2008/027024/23
Licensed Financial Services Provider FSB No.: 36946

Meet The Team:

Stephen Cole -Partner
Estate & Financial Planning

Kevin French - Partner
Investments

Yolanda French - Marketing Manageress
Sarah Thom - Office Manageress
Theresa Brand - Office Administrator
Dean Barnard - Analyst

Based on the experience and expertise of our team we have focused our services in 4 main areas:

Individuals
Corporates (Businesses, Retirement Funds, Benefit Funds and Trusts)
Retirement and Benefit Funds (Trusteeship advice)
Asset Manager Consulting
We provide advice and consulting in these areas either ourselves, or through approved strategic partners

I am a Local!
I laaik to make friends
Telephone
0219759032
Fax
0866156453
Your Skype name
harast58

Status

Core Wealth Managers's picture
Core Wealth Managers Money comes to those who are wise and who seek out wisdom
1 year ago

Core Wealth Managers's picture
Core Wealth Managers Learning what to say or not to say and when to say it will impact your pocketbook
1 year ago

Core Wealth Managers's picture
Core Wealth Managers Diligent, honest and consistent hard-working people who are wise will prosper
1 year ago

Core Wealth Managers's picture
Core Wealth Managers Money comes to those who are wise and who seek out wisdom
1 year ago

My interests are

Other interests
Financial Investments

Activity

Skype Status for harast58

Core Wealth Sponsors Curro Netball Team on Tour +  

Curro Netball Team on Tour - March 2012

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by Core Wealth Managers on 2 April, 2012 - 13:04

Monthly Investment Market Wrap - Feb 2012 +  

Attached is the monthly investment market wrap up for February 2012.

While we do review the investment markets over the last month, our main aim is to provide clients with a sensible long term perspective of investment markets. Read more »

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by Core Wealth Managers on 9 March, 2012 - 17:19

Paying cash, not credit, leads to healthier food choices +  

Paying with cash instead of plastic at the grocery store leads to more careful spending and healthier food choices, a study in the Journal of Consumer Research finds. Read more »

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by Core Wealth Managers on 30 November, 2011 - 12:19

Be careful not to get Bamboozled!!! +  

We have recently had reports from some of our clients that they are constantly being approached telephonically by various Financial Service Providers to either sell them financial prod-ucts or for someone to come and “analyse their current financial situation”. Read more »

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by Core Wealth Managers on 23 November, 2011 - 12:38

Keep a long-term view in the current fragile global conditions +  

Press release sent out recently by Old Mutual - Read more »

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by Core Wealth Managers on 20 September, 2011 - 09:59
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