Our focus is to be the core of your wealth creation and protection.
We do not believe that one person can offer the complete financial service we envisioned offering our clients. It was with this in mind that Core Wealth Managers was formed in 2008 when Kevin French CFA and Stephen Cole CFP® teamed up to pool their complimentary skills gained from nearly 30 years in the Financial Services Industry.
Kevin gained his experience at one of the country’s largest multi-managers, where as the Head of Asset Manager Research he was responsible for the investment team at SYmmETRY Multi-Managers, Old Mutual’s Multi-Manager Investment boutique. Stephen, has gained his experience at Liberty Life as an Agent, Branch Manager, and Franchise Principal over a 13 year period. Both Kevin and Stephen hold B.Com. degrees. Kevin is a Chartered Financial Analyst for which he studied through the CFA institute of the USA. Kevin has been a member of the CFA Institute since 1996. Stephen is a Certified Financial Planner® and holds an Advanced Diploma in Personal Financial Planning through the UOFS. Stephen is a long standing member of the Financial Planning Institute (FPI®) which is a professional body in the financial services industry.
With this expertise as a foundation and the depth of the rest of the Core Wealth team, we are able to offer a joint advisory service with the necessary expertise to address the full range of investment and risk needs of our clients. Being independent we are able to select the most appropriate product provider to meet your specific needs.
Heritage Square, Office 4, Cnr Gladstone & Vrede Rd
+27 (0)21 975 9032
+27 (0)86 615 6453