Your prosperity, at the Core of all we do

Our Expertise

Protect your wealth, now & into the future

We’re a multi-disciplinary Queensland financial services firm that offers personalised investment, tax and advisory services for businesses and individuals looking to grow and protect their wealth now and into the future.

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Wealth

From investment advice to superannuation, we actively assist our clients in building and securing their financial future and assist them in achieving their goals.

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Taxation & Advisory

The right advice and assistance with tax and accounting is essential. Our experienced accountants help individuals and businesses manage all their tax needs.

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Insurance

Insurance doesn’t simply give you peace of mind, it can help ensure your financial future. We assist clients in all aspects of insurance including the critical claims process.

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About Core

An experienced team, helping you navigate your most important investment & business decisions

30+ Years Experience

With decades of experience, our expert advisors know how to navigate an ever-changing environment. Core has helped countless individuals & businesses ensure their financial security, manage their superannuation and grow wealth.

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Integrated Service

We offer a truly integrated service that covers accounting & tax, business protection, insurance, retirement planning, investment advice and superannuation.

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Testimonials

Results you can rely on

"Shane has provided professional financial advice which has met our needs and he has been excellent at answering specific questions in a clear and thoughtful manner. The difficulty in managing retirement superannuation has been eased by his thorough and precise advice. There have been challenges which have been negotiated with appropriate outcomes. This has been reassuring over the past few years. The personal service has been timely and efficient. We have not spent time identifying ourselves to unknown individuals which happened with larger organisations. We have benefitted from the clear vision we have about the management of the funds."

Gordon & Naomi Wright

"What sets Shane apart is his ability to blend professionalism and friendship. He took the time to get to know us, and understand our financial goals to create a personalised plan that we felt had be designed specifically for us. His approachability for us to ask any questions was make so easy by his patience and explanations to us. We would have no reservations in recommending Shane to anyone who is seeking a financial planner for their retirement plan."

Peter & Denise Gava

"During my dealings with Chris, I have found him to understand not only the ever-changing financial landscape, but how it affects my investment portfolio during the various stages of life. From the beginning, Chris and Core have integrated their experience to deliver performance with a commitment to understanding my individual goals and tolerance to risk. Of particular benefit is Core’s ability to trade directly on overseas stock markets which provides my portfolio with exposure to leading global companies and the transparency and efficiency associated with this."

Dr Jason McMillen

"Since implementing the insurance strategy devised by Michael, I have found peace of mind knowing that my loved ones and assets are adequately protected. The comprehensive coverage not only fits my budget but also provides a sense of security that extends far beyond what I had imagined."

Peter Hackett

"David and I came to Shane to discuss our personal superannuation fund, longer term estate planning and to also discuss the options that were available for our future financial security in retirement. It was achieved in a very professional manner, while at the same time putting us totally at ease and took the time to get a feeling for where we were at. Shane always explains everything thoroughly and we never felt uncomfortable asking questions or expressing an opinion, all tailored to suit our situation and future needs, by putting our finances in Shane's care for him to guide us in the right direction. We have no hesitation in recommending Shane's services with complete trust, and the knowledge of his team ensures there are no questions left unanswered in determining the right strategy for their clients."

David & Susan Gray

FAQ's

Answers to your Core financial questions

Can Core help with personal or business insurance?

Of course. Our insurance team are experts at helping identify the insurance you need to protect yourself both now, and into the future. We offer a complete range of personal and business insurance solutions which you can find out more about on our Insurance page.

What can I expect at the first meeting?

Our first meeting is crucial to get to know you, and figure out the best way we can assist. During the consultation, we cover your goals and expectations, as well as give you some insight into your options.

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For us, getting to know you, your family situation and your overall goals is paramount to properly craft a strategy – so our initial consults are very much focused on you.

What does it cost to use Core?

As every client has different needs, we tailor all packages personally based on what you need. After our initial call or consultation, we will present you with your options.

Can Core assist with my business or personal tax and accounting?

Our experienced tax and accounting team works with both individuals & businesses to assist with all aspects of tax reporting and strategy. Find out more about our Tax and Accounting services here.

Can Core assist with retirement planning?

Absolutely. A key focus of most of our clients is their retirement. Whether that means you’re ready to begin investing for the future, or are closer to retirement age, we can assist with all retirement planning. Find out more about our wealth and investment services here.

What makes Core different to other financial services firms?

Our Core difference comes down to our people. With decades of experience, our team has helped countless clients – and developed a deep understanding of what is most important.

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The ability to leverage our experience across investments, tax, accounting and insurance in a truly collaborative way allows our clients to save time, and avoid repetition.

Who does Core help?

We help a broad range of individuals & businesses looking to grow and protect their wealth over time. From investment advice to accounting, and tax to insurance, our integrated team of experts is able to assist.

Are you ready to protect your wealth? Let’s plan your financial future together

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