Core Wealth

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Core Wealth Protecting, Organising and Growing Your Wealth Our focus is to be the core of your wealth creation and protection.

Core Wealth is a firm that provides clients with trustworthy advice and solutions for all their decisions regarding their wealth. Our plans are designed and implemented to ensure the protection and growth of your wealth through every stage of your life. We believe that in order to offer a complete financial service, a team of appropriately skilled individuals is required. At Core Wealth, our advice team is headed up by Kevin French (CFA) and Stephen Cole (CFP) who, between them, have complimentary skills gained from over 35 years in the Financial Services Industry.

Do your employee benefits deliver when they matter most? Lihle Kelembe, our Group Benefits Specialist, explains why bene...
22/10/2026

Do your employee benefits deliver when they matter most? Lihle Kelembe, our Group Benefits Specialist, explains why benefits should reflect your business and its people - with independent advice and ongoing support to make them easier to manage and more valuable to employees.

https://youtu.be/rgh2vp7uGzI

Contact us to review your employee benefits and explore a sustainable solution for your business and its people.

☎️ 021-9759032
📨 [email protected]
📲 079 498 1190

Employee benefits should be more than a line on a payslip. They sho...

19/10/2026

Staying ahead of the curve starts with understanding what lies ahead. At our recent “A Worthwhile Perspective” luncheon, Dr Frans Cronje reflected on his work with Core Wealth over the past year, exploring stability, economic performance, and the long-term outlook.

https://youtube.com/shorts/00R7Q6Oohrg?feature=share

Interview by Corinne Durrheim Cornelissen.

What is the bond market, and how do changing yields affect bond prices? Kevin French, CFA® explains the basics and how r...
17/10/2026

What is the bond market, and how do changing yields affect bond prices? Kevin French, CFA® explains the basics and how risk influences the returns investors demand.

For our views on local and global bond markets, explore our latest Monthly Wrap-Up.

https://youtube.com/shorts/uXUiz-n3AdE

What is the bond market, and how do changing yields affect bond pri...

Medical aid and health insurance can both help you access private healthcare, but the scope of cover differs.In this vid...
15/10/2026

Medical aid and health insurance can both help you access private healthcare, but the scope of cover differs.

In this video, Sandra explains the key differences - from hospital and chronic condition benefits to day-to-day care, provider networks, and affordability.

Medical aid generally offers broader cover, including Prescribed Minimum Benefits (PMBs), while health insurance typically focuses on specified day-to-day benefits, with emergency or hospital benefits, depending on the policy. Both may have network requirements, limits, and conditions.

Understanding these differences can help you choose cover that suits your needs and budget. Contact us for guidance on your options or a review of your existing benefits.

https://youtu.be/1hbiQz3rmOE

**Correction: 271 refers to Diagnosis and Treatment Pairs. The Chronic Disease List contains 26 conditions.

Medical aid and health insurance can both help you access private h...

September produced mixed results across global and local markets. US equities edged higher in rand terms despite the Fed...
14/10/2026

September produced mixed results across global and local markets. US equities edged higher in rand terms despite the Federal Reserve’s first rate hike since 2023, emerging markets outperformed developed markets, while South African equities declined as resource shares weakened.

This month’s Monthly Wrap-Up looks at the key forces that shaped market performance, including higher interest rates, rising oil prices, and continued global uncertainty.

Watch our market commentary:
▶️ https://youtu.be/oKrQPw7B0kc

Read the full written update here:
🔗 https://corewealth.co.za/sept-26-update/



**Correction: The company referred to as “PepsiCo” in the video is Pepco.

**Correction: The company referred to as “PepsiCo” in the video is ...

13/10/2026

A few moments from “A Worthwhile Perspective”, our client luncheon held at Ninety One South Africa's offices on Monday, 5 October, with guest speaker Dr Frans Cronje of Frans Cronje Private Clients.

Thank you to Dr Cronje for sharing his insights, to Ninety One for hosting us, and to our clients who joined us for an afternoon of conversation and connection.

A well-deserved milestone for our accountant, Sizwe! 👏 Your hard work and dedication have brought you to this achievemen...
08/10/2026

A well-deserved milestone for our accountant, Sizwe! 👏

Your hard work and dedication have brought you to this achievement, and we’re delighted to share in the celebration. Here’s to your continued growth and success!

Learning, connecting, and building to lead.Kirsty Scully, CFP®, Stephen Cole, CFP®, and Jodrey Rossouw, CFP® are represe...
07/10/2026

Learning, connecting, and building to lead.

Kirsty Scully, CFP®, Stephen Cole, CFP®, and Jodrey Rossouw, CFP® are representing us at The Financial Planning Institute - SA's convention today and tomorrow, themed “Build to Lead.”

From evolving technology to strengthening the client experience, the convention offers an opportunity to learn, share ideas, and bring fresh perspectives to the trusted, personalised advice we offer our clients.

Your financial goals deserve a plan. This World Financial Planning Day, we highlight the role of professional financial ...
07/10/2026

Your financial goals deserve a plan. This World Financial Planning Day, we highlight the role of professional financial advice in helping you navigate life’s changes and work towards your long-term goals.

Your medical aid may not cover the full amount charged by healthcare providers, leaving you with unexpected costs.Kim Ma...
03/10/2026

Your medical aid may not cover the full amount charged by healthcare providers, leaving you with unexpected costs.

Kim Matthews CFP®, explains how gap cover can help protect against these shortfalls, with more comprehensive policies offering additional benefits for certain cancer treatments, casualty visits, and co-payments.

Contact us to review your existing policy or explore gap cover suited to your needs. Benefits are subject to policy terms and limits.

https://youtu.be/jdhWEke7A_Y

Having medical aid doesn’t always mean your medical bills are cover...

Address

Heritage Square, Office 4, First Floor, Corner Of Vrede And Gladstone Roads, Durbanville
Cape Town
7550

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 16:30

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