Kirsty Scully is the Chairperson of the Financial Planning Institute (FPI) of Southern Africa. In addition, she is a Senior Financial Planner at Core Wealth Advisory Services. Kirsty’s role at the FPI places her at the forefront of legislative changes and gives her the opportunity to influence decisions made both by National Treasury and the Financial Sector Conduct Authority (FSCA). As a Certified Financial Planner® Professional, Kirsty’s role at Core Wealth is primarily to give financial planning ADVICE to clients. Her extensive qualifications and over 3 decades of experience allow her to give top quality advice to high-net-worth individuals so as to PROTECT, ORGANISE, AND GROW their wealth.
In order to ensure absolute independence and in order to give advice without any other motive behind the advice, Kirsty charges a set FEE for the advice given. Once her clients have accepted the advice, Core Wealth is able to implement the advice and follow through with managing their portfolios on an annual basis. As an internationally recognised public speaker, TV and radio personality, Kirsty has become well known for her ability to explain financial concepts in a simple to understand manner. Her book, Financial Planning Conversations, is testimony to the passion she has for helping people achieve their own financial planning goals.
In 2017, Kirsty was recognised for her professionalism in the Financial Planning Profession when she was a finalist in the Businesswomen’s Association of South Africa, Regional Business Achiever Awards. During 2018, she was awarded the Financial Planning Institute’s Media award for her immense contribution to financial planning through the media. Since 2020, Kirsty has represented South Africa in financial planning at the Financial Planning Standards Board (FPSB) - this is a global community which establishes, upholds, and promotes worldwide professional standards in financial planning. The FPSB’s commitment to excellence is represented by the marks of the professional distinction - Certified Financial Planner® - a designation which she is honoured to hold.
1st Floor, Heritage Square, Corner Gladstone and Vrede Streets, Durbanville, South Africa
Kirsty Scully is the Chairperson of the Financial Planning Institute (FPI) of Southern Africa. In addition, she is a Senior Financial Planner at Core Wealth Advisory Services. Kirsty’s role at the FPI places her at the forefront of legislative changes and gives her the opportunity to influence decisions made both by National Treasury and the Financial Sector Conduct Authority (FSCA). As a Certified Financial Planner® Professional, Kirsty’s role at Core Wealth is primarily to give financial planning ADVICE to clients. Her extensive qualifications and over 3 decades of experience allow her to give top quality advice to high-net-worth individuals so as to PROTECT, ORGANISE, AND GROW their wealth.
In order to ensure absolute independence and in order to give advice without any other motive behind the advice, Kirsty charges a set FEE for the advice given. Once her clients have accepted the advice, Core Wealth is able to implement the advice and follow through with managing their portfolios on an annual basis. As an internationally recognised public speaker, TV and radio personality, Kirsty has become well known for her ability to explain financial concepts in a simple to understand manner. Her book, Financial Planning Conversations, is testimony to the passion she has for helping people achieve their own financial planning goals.
In 2017, Kirsty was recognised for her professionalism in the Financial Planning Profession when she was a finalist in the Businesswomen’s Association of South Africa, Regional Business Achiever Awards. During 2018, she was awarded the Financial Planning Institute’s Media award for her immense contribution to financial planning through the media. Since 2020, Kirsty has represented South Africa in financial planning at the Financial Planning Standards Board (FPSB) - this is a global community which establishes, upholds, and promotes worldwide professional standards in financial planning. The FPSB’s commitment to excellence is represented by the marks of the professional distinction - Certified Financial Planner® - a designation which she is honoured to hold.
Core Wealth Advisory Services consists of a team of Certified Financial Planners®, Chartered Financial Analysts, Attorneys, Tax Consultants, Paraplanners and Administrators who provide independent, personal advice tailored to help you. We are here to protect your assets, organise your portfolios and grow your wealth. This multi-disciplinary expertise is delivered using a clearly defined six-point process that considers every aspect of a client’s physical and emotional financial wellbeing. Our research indicates that over the last few years, our clients have benefited from savings and additional investment returns of over 3% per annum due to our management strategy. This 3% alone could double your investment returns over 30 years.
Service offered
Investments & savings
Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.
Offshore investing
Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.
Pre-retirement planning
Get help making sure you have enough to live on when you stop working.
Retirement income
Get help ensuring that your retirement income covers your costs and lasts your lifetime.
Additional services
Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.
Investments & savings
Offshore investing
Pre-retirement planning
Retirement income