Core Wealth Advisors is a multi-disciplinary financial services firm based in Queensland, Australia, offering personalised investment, tax, and advisory services for businesses and individuals seeking to grow and protect their wealth. With a team of experienced professionals including Gordon & Naomi Wright, Peter & Denise Gava, Dr. Jason McMillen, Peter Hackett, and David & Susan Gray, Core Wealth Advisors focuses on understanding each client’s unique goals and crafting tailored strategies to meet their financial needs.
Core Wealth Advisors’ comprehensive range of services includes personal and business insurance solutions, retirement planning, wealth and investment services, as well as tax and accounting assistance. The firm’s philosophy revolves around building long-term relationships with clients, prioritizing individualized attention and collaborative decision-making. By leveraging decades of experience and expertise across various financial domains, Core Wealth Advisors aims to help clients save time, avoid repetition, and achieve financial security.
With a commitment to excellence and a deep understanding of the ever-changing financial landscape, Core Wealth Advisors has assisted numerous individuals and businesses in securing their financial future, managing superannuation, and building wealth for retirement. As an authorised representative of Core Advisor Group Pty Ltd, holding an Australian Financial Licence, Core Wealth Advisors upholds high standards of professionalism and integrity in providing expert advice on business protection, personal insurance, investments, superannuation, and important financial decisions.