• We Handle the Complexity. You Live the Life.

    In the complex world of private wealth, true excellence isn’t just about what you do—it’s about how everything works together. At Core Private Wealth, we seamlessly integrate every dimension of the affairs of High-Net-Worth Individuals with uncompromising precision and care. This gives you the freedom to focus on what matters most, confident that your wealth is expertly managed and always aligned with your best interests.

    What we offer

  • Sophistication with a Personal Touch

    We offer you access to all the sophistication of a leading investment firm, elevated by the personal experience that only a principal-led, privately-owned, and self-licensed firm can provide you. Our success is contingent on yours.

    What we offer

  • Sophisticated Solutions. Exclusive Access.

    Our deep industry relationship and extensive network unlock access to opportunities beyond traditional markets. From private investments to alternatives, we source institutional-grade investment solutions, all carefully curated and calibrated to match your strategic objectives.

    What we offer

  • Preserving Today. Building Tomorrow.

    Beyond preserving wealth lies the art of legacy building. Your wealth is more than a number—it's a force for creating lasting impact. We help shape legacies that reflect your values and aspirations for the next generation.

    What we offer

At Core Private Wealth, we are committed to being the trusted partner of Australian Wholesale Clients*. Every strategy we develop, every opportunity we present, and every action we take will be guided by an understanding of your unique circumstances and objectives. Your success is our sole priority, and our promise is to deliver exceptional care and expertise to help you achieve it.

*Core Private Wealth is only licensed to provide advice to family groups who qualify as Wholesale Clients under section 761G of the Corporations Act.

What we offer

  • At Core Private Wealth, we specialise in delivering measured, intelligent advice tailored to the needs of high-net-worth individuals and complex households. Our approach is disciplined and strategic, designed to manage the intricacies of your financial affairs with precision and foresight.

  • At Core Private Wealth, our investment management services centres on delivering institutional-grade investment capabilities to our private clients. For each unique household we craft portfolios that align with your wealth preservation and growth objectives while providing access to exclusive deal-flow that aims to enhance your long-term returns.

  • Having a skilled adviser who deeply understands tax and estate planning is indispensable for High-Net-Worth families. This expertise ensures tax-efficient wealth management, safeguards your assets, and facilitates seamless wealth transition to the next generation.

  • Legacy is more than inheritance – it's about creating lasting impact across generations. At Core Private Wealth, we understand that preserving and transferring wealth requires careful consideration of both financial and family dynamics.

  • We understand that time is one of your most valuable assets. Whether you manage multiple entities, investments, or complex structures, we ensure that every detail is handled efficiently and accurately, so you can focus on what matters most.

  • Many of our clients at Core Private Wealth reach a pivotal point in their lives where they have secured more than enough wealth for their lifetime and future generations. This milestone presents an extraordinary opportunity to align your wealth with your deepest values to create a powerful, enduring legacy.

  • At Core Private Wealth, we understand that certain financial challenges require tailored solutions that go beyond conventional advice. Our expertise extends to addressing unique and complex scenarios, providing bespoke strategies for individuals, families, and businesses with specialised requirements.

Testimonials

  • "Since Trevor has been handling our financial affairs, my performance has improved dramatically. He is always available. Understands issues rapidly and is very balanced in his response. In a lot of ways he has changed our lives. Big fan."

    Earle Sacher
    Former Managing Director of The Reject Shop

  • “Core have looked after our investments for over seven years. They are much more than investment advisors, to us they are an amazing strategic partner. We believe that one needs to recognise that professional service in asset management is as vital as health care. Self-medication is dangerous – and to us, so is self-investing. We are treated professionally, always kept in touch, and via their technology suites, we can see at a glimpse current investment status and details. Our assets have grown, and continue to grow, and Core have become a vital part in our future life plans. Core is growing professionally, as they deserve to do.”

    Nevil Lazarus and Sharon Lazarus
    Owners and Directors of Blesbok Enterprises -
    specialist sourcing company

  • "We would highly recommend Trevor and the Core team as a key resource for professional wealth management. They have been providing exceptional tailored services to us for many years. Their expertise delivers personally crafted investment strategies that are aligned to our needs and changes in our personal lives. This, together with their responsiveness, sense of care and access to investment opportunities we would otherwise not have, make Core an easy choice."

    Colin Chodos & Jennifer Berger
    Corporate Connection Strategies

  • “Trevor is a trusted partner, managing all my financial affairs and providing strategic advice and guidance since 2015. Trevor and his team consistently deliver on agreed goals / objectives and I highly recommend Core Private Wealth’s services.”

    Paul Wray

Interested in starting your financial journey?