James Green's Contact Details

James Green's Company Details

Core Wealth Financial Planning

Perth, Western Australia, Australia • 5 Employees
Financial Services

CORE WEALTH enables clients to realise their personal goals and objectives with the least amount of risk and greatest amount of certainty. As trusted advisers we are committed to guiding our clients on the pathway to a financially secure future.WHAT WE DOWe work with families to identify their personal goals and objectives in priority order. Choices like upgrading the family home, travelling overseas, sending kids to private schools, buying a caravan, buying a boat or retiring comfortably.Our unique modelling software allows us to determine the amount of CORE WEALTH a family requires to achieve these objectives. We then develop and implement a personalised financial plan that creates an initial framework, enabling clients to become financially organised.The journey then begins for families as we assist them to grow, manage and protect their CORE WEALTH.