Core Wealth Managers
Investments in Cape Town

It was with this in mind that Core Wealth Managers CC 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.
We are a wealth management team that provides our clients with trustworthy advice and solutions for all their decisions regarding their wealth.
We design and implement plans to ensure the protection and growth of your wealth through every stage of your life.
Qualified – at Core Wealth Managers we believe that highly skilled individuals are key to ensuring that our clients get the most appropriate and up to date advice.
Our focus is to be the CORE of your Wealth Creation and its Protection.

Core Wealth opened it’s doors in 2008 after founders Kevin French and Stephen Cole left large financial firms with the goal of offering clients support and protection during trying times. They knew that getting their clients through the tough times would mean that, together, they could flourish in the future. Core Wealth was built on long-term relationships, recommendations and word of mouth, not through paid advertising, taking short cuts or working for incentives. These traditional values have stood us in good stead and, combined with our innovative approach to technology and our unique investment research capabilities, make us one of the leading wealth managers in the industry. At the end of the day, we know that the only thing our clients want is a wealth manager who is trustworthy and fighting in their corner. We answer only to you, and we want your wealth to grow, so that we can grow with you. In seeking to first understand your needs, it is our priority to create financial strategies to protect, organise and grow your wealth. Your wealth from risk, unnecessary taxes and high fees. Your family and belongings from accidents, with medical aid and insurance cover that meet your needs. Consolidate your investments by taking the hassle out of investing and ensuring you aren’t paying unnecessary fees. Balance your risk by optimising your asset allocation based on your risk profile and investment goals. Your wealth by helping you invest and grow in the most appropriate way, at the fairest cost. As a steward of our clients' capital, Core Wealth aims to consistently and prudently construct and manage independently researched, long-term focused, valuation driven, diversified portfolios. Our singular purpose is to help our clients achieve their investment objective in a risk-efficient manner. The ability to measure these against competing opportunities adds context, and helps to separate attractive investments from potential losers. We work hard to filter out the noise that doesn’t help inform our decision making, so that we can focus on the fundamentals that drive long-term returns. This enables us to build the most appropriate strategy for each of our clients, whether individual or corporate. At Core Wealth we are perfecting the art of Protection, Organising and Growing your wealth but have come to realise that for some of our clients this is not enough. Many of our widowed and more vulnerable clients have implicitly or directly expressed a need for support around the non-financial aspects of life. In 2014 we launched Core Wealth Cares to provide those clients with the assistance they require. Core Wealth Cares is aimed at supporting you with the sometimes mundane yet important tasks of life, such as home and vehicle maintenance, dealing with unscrupulous service providers, or simply a lift to or from the airport. These may not seem like big issues to many of us, but for a single widow who does not want to be a burden to family and friends, they can appear as a daunting undertaking. Core Wealth Cares has been specifically designed to assist with these day-to-day burdens.