Core Wealth Managers Information
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Core Wealth Managers
Summary
Core Wealth is an independent financial services business providing services to individuals and corporates. The business has two operational legs, namely Core Wealth Advisory Services and Core Wealth ...Show more
Organization Website | corewealth.co.za |
Phone Number | +27219759032 |
Industries | |
Headquarters Location | Office 4, Heritage Square, DURBANVILLE, Western Cape, 7551 ZA |
Employees Size | 10-50 employees |
Specialties | Investment management, Financial planning, Estate planning, Life and short term insurance, Medical aids, Group Employee Benefits, Tax, Bookkeeping & Accounting |
Founded | 2008 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Core Wealth Managers shows a diverse range of experience levels:
8% for 1–2 years17% for 3–4 years25% for 5–7 years8% for 8–10 years42% have over 11 years of service at Core Wealth ManagersDiscover More
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Core Wealth Managers
Jacques Lubbe
Portfolio Manager
Matthew Beelders
Investment Analyst
Kevin French
Managing Director
Justin Williams
Partner - Employee Benefits
Shirley Russell
Investment Administrator
Lee Van der bergh
Lead Financial Advisor
Kim Matthews
Associate Advisor
Michail Savva CFP®
Certified Financial Planner®
Morgan Carnegie
Junior Financial Analyst
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FAQ
Core Wealth Managers operates in the Finance industries. More details can be found on the official website: corewealth.co.za.
The headquarters of Core Wealth Managers are located in DURBANVILLE, Republic of South Africa.
You can contact Core Wealth Managers by phone at +27219759032.
Core Wealth Managers currently employs 10-50 people.
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