Brand profile · Financial Services

Core Wealth Financial Planning & Finance

Core Wealth Financial Planning & works in Financial Services, out of Hillarys, Western Australia. It is privately held, and its site is corewealthfp.com.au. It holds one address on record, all in Australia. Headcount on record is 12. Its work is tagged financial planning, self managed super funds and cash flow. The record links eight similar brands, most of them in Financial Services.

corewealthfp.com.au LinkedIn

Profile live Privately Held Founded 2017 1 office country
Counted staff
12
self-reported 11–50 band
Founded
2017
9 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Based in Hillarys, WA, Core Wealth empowers individuals and families to achieve their financial dreams with tailored advice and strategic planning. Our team brings over 60 years of combined experience across financial planning, wealth management, and lending solutions. We specialise in working with business owners, high-income professionals, and those preparing for or navigating retirement. Sophisticated modelling tools combined with extensive experience allows us to map out custom strategies to help clients effectively grow, protect, and enjoy their wealth.

We understand that managing wealth is about more than just the numbers; it’s about lifestyle.

Find out more at http://corewealthfp.com.au/

Specialties

All 15 specialties
  • Wealth Management
  • Estate Planning
  • Personal Insurance
  • Goal-based Advice
  • Investment Advice
  • Superannuation
  • Financial Planning
  • Self Managed Super Funds
  • Retirement Planning
  • Insurance
  • Tax Efficient Investment Structures
  • Cash Flow
  • Asset Allocation
  • Risk Management Solutions
  • Tax Planning Strategies

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AU45 Northside Dr; Suite F1; Hillarys, Western Australia 6025Primary

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Spending power

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Core Wealth Financial Planning & Finance?

12 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Core Wealth Financial Planning & Finance have offices?

One address on record, Australia only. Primary: 45 Northside Dr, Suite F1, Hillarys, Western Australia 6025.

Has Core Wealth Financial Planning & Finance raised funding?

None linked to this brand.

What does Core Wealth Financial Planning & Finance list as its specialties?

15 tags on the brand's own list, among them financial planning, self managed super funds and cash flow.

Which companies are listed alongside Core Wealth Financial Planning & Finance?

Eight peer profiles on record: Better Financial Planning Australia and Prestige Wealth Partners.

What is Core Wealth Financial Planning & Finance's website?

corewealthfp.com.au