Our Business

In an industry where trust is critical yet too often compromised, Core Private Wealth emerged from a profound understanding of what affluent Australian families truly deserve.

Our firm was established by Ron Geffin, who built Core Private Wealth on the enduring principles of avoiding institutional alignment and creating proper incentives for genuine client care. Operating within a privately owned, self-licensed firm for decades, Ron fostered hundreds of long-term relationships grounded in honesty, decency, and responsible wealth stewardship – an approach that led to clients commonly expressing their ability to "sleep well at night".

Trevor joined Ron in 2015 after many years of experience crafting hundreds of advice documents on an outsourced basis for dozens of leading firms, which included some of Australia's leading private banks and private wealth brands. This unique experience gave Trevor special insight into how existing private banks and large private wealth firms crafted their advice and how they often fell short of serving the country's most successful families.

This behind-the-scenes perspective revealed consistent challenges that correlated with size and scale:

  • investment recommendations shaped by internal pressures and in-house products,

  • persistent adviser turnover disrupting relationships,

  • regular M&A activity impacting service and advice,

  • and excessive fee structures that added significant cost without corresponding value.

  • high frequency of exposure to defective and failed products,

  • and perhaps most crucially, Trevor observed how corporate imperatives to scale frequently overshadowed client needs, with standardised product solutions being applied to the complex and unique family circumstances of wealth Australians.

These observations crystallised a determination to create a wealth management firm that would serve as a deliberate alternative to address these shortcomings for affluent Australian households.

The combination of experience led Ron and Trevor to create the Core Private Wealth of today. While our journey began serving a broader clientele, we found affluent and complex households were continually drawn to how our unique blend of technical precision, ability to handle complexity and contemporary investment capabilities could benefit them, all with a unique personal touch and a business model structured for alignment. As our reputation grew among Australia's high-net-worth families, we made a defining decision to transition to a wholesale license and to develop a servicing model specifically designed to serve the needs of Australia's High-Net-Worth families.

Our vision today remains steadfast: to deliver the quality and investment experience of a leading private wealth institution, while maintaining the personal touch and enduring commitment that only a boutique principal-led firm can provide. At Core Private Wealth, we are a family-owned firm, and our success is contingent on yours.

You may be interested in

Our Team

At Core Private Wealth, we believe in the power of collaboration to deliver tailored financial solutions that align with your unique goals.

OUR COMMITMENT TO YOU

At Core Private Wealth, we are committed to being your trusted partner.