Core Wealth

Over the past five years, the Core Wealth Retirement Growth Strategy has outperformed its class average by approximately 2.9% per year, resulting in more than 20% additional growth in investors’ capital.

That additional growth could make a meaningful difference when retirement arrives.

For more information, read our latest Monthly Wrap-Up.

https://youtube.com/shorts/e-QSgFQNgFo

Core Wealth Retirement Growth Strategy Delivers More for Investors Over the past five years, the Core Wealth Retirement Growth Strateg...

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Did you know? For the year ended July 2026, the Core Wealth USD Global Growth Strategy outperformed its class average by 7.9%, delivering a return approximately 40% higher than the class average and a meaningful boost to investors’ capital.

For more insight, refer to our latest Monthly Wrap-Up.

Core Wealth USD Global Growth Strategy Outperforms Its Class Average Did you know? For the year ended July 2026, the Core Wealth USD Glo...

July brought renewed volatility across global markets, as developments in artificial intelligence, rising oil prices and new US tariffs reshaped the investment landscape. Locally, South African equities rebounded despite persistent inflation risks and pressure on bonds and the rand.

In our latest Monthly Wrap-Up, we unpack these key global and South African market developments and what they could mean for investors.

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

Watch our market commentary:
▶️ https://youtu.be/07hqiHSsbPE

Monthly Wrap Up | July 2026 | Core Wealth A new model from Chinese firm Moonshot jolted global technology mar...

As AI infrastructure expands, the conversation extends beyond electricity generation to energy storage. Hydrogen fuel cells require platinum - and with over 70% of the world's platinum reserves, South Africa could be uniquely positioned to benefit. In this short clip, Kevin French CFA® connects the dots.

For more insight, refer to our latest Monthly Wrap-Up.

AI, Hydrogen & Platinum: Why South Africa Could Be Uniquely Positioned As AI infrastructure expands, the conversation extends beyond elect...

Our commitment to our clients extends beyond South Africa.

Recently, Kevin French CFA®, Stephen Cole CFP®, and Kirsty Scully CFP® travelled to London to attend leading investment and financial planning conferences, connecting with global fund managers, industry experts, and thought leaders while exploring the latest developments shaping investment markets.

Bringing these international insights back to Core Wealth helps us stay informed, broaden our perspective, and continue providing advice that is grounded in both local understanding and global thinking.

Global markets softened in June as geopolitical tensions, AI-related uncertainty, and a stronger US dollar weighed on investor sentiment. Emerging markets came under pressure, led by weakness in China, while South African equities declined for a second consecutive month as precious metals miners and softer economic data weighed on the JSE. More in the article & video below.

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

Watch our market commentary:
▶️ https://youtu.be/vtFAdPo9Upw

Monthly Wrap Up | June 2026 | Core Wealth Global equities slipped for only the second time in fifteen months ...

📢 We're Hiring | Tax Consultant

We are looking for a client-focused professional with strong practical taxation experience, particularly in dealing directly with SARS and providing tax advisory and compliance services to individuals, trusts, and businesses.

This is an exciting opportunity to service an established client base while helping to grow and develop our tax division.

The full job advert is on our website.

📍 Northern Suburbs, Cape Town
📧 [email protected]
🌐 or apply via our website
https://corewealth.co.za/careers/tax-consultant/

Know someone who may be a good fit? Please feel free to share this post.

Tax Consultant - Core Wealth Please submit your CV, a brief motivation letter, academic transcripts, and at least three (3) contactable references to [email protected], or alternatively complete the application form and upload your supporting documentation in the left-hand column of this page.

Great teams aren't built in boardrooms alone. Last week Friday, we took part in an On The Case team-building challenge, putting our problem-solving, communication, and teamwork skills to the test. There were plenty of laughs, a bit of healthy competition, and a shared goal of cracking the case 😄

Thank you to everyone who joined in and helped make it a fantastic afternoon.

A beautiful morning spent celebrating, connecting, and creating at our Ladies Day held at the Clara Anna Fontein Clubhouse a few weeks back on the 9th of May.

From meaningful conversations around financial wellbeing to hands-on bouquet crafting and seasonal blooms, the event was a lovely reminder to make space for growth, creativity, and connection.

Thank you to all the incredible ladies who joined us and helped make the day so special💐

Global markets rebounded strongly in April, led by AI and technology-driven gains despite ongoing geopolitical tensions and rising oil prices. South African markets also recovered modestly, although higher fuel costs and inflation concerns continue to shape the local outlook. More in the article & video below.

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

Watch our market commentary:
▶️ https://youtu.be/a8NGkWqteus

Monthly Wrap Up | April 2026 | Core Wealth Global growth exceeded expectations in Q1 2026, supporting the soft-landing narrative as inflation eased and economic activity surprised on the upside. AI-re...