Visit website

Investment minimums

<R1m

Stephen Cole

I’m a Certified Financial Planner® with more than 25 years of experience in the industry. My boutique financial planning practice has big-firm experience and I look to protect, organise and grow your wealth, using qualified, independent staff who build personal relationships with our clients.

Heritage Square, Office 4, Cnr Vrede and Gladstone Roads, Durbanville, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

021 XXX XXXX

s.cole@***************o.za

Reveal contact details

Stephen Cole

I’m a Certified Financial Planner® with more than 25 years of experience in the industry. My boutique financial planning practice has big-firm experience and I look to protect, organise and grow your wealth, using qualified, independent staff who build personal relationships with our clients.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Heritage Square, Office 4, Cnr Vrede and Gladstone Roads, Durbanville, South Africa

Get directions

Contact details:

021 XXX XXXX

s.cole@***************o.za

Reveal Contact Details

About

About Core Wealth Advisory Services

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 protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.