Finance and Investment Alliances

We can advise you about when and how much finance may be appropriate for your circumstances and we’ll also advise how you need to arrange finance for taxation purposes.

But when it comes to sourcing appropriate finance or developing a wealth creation portfolio we need to introduce you to leading finance and investment advisors who work specifically in these fields to ensure your needs are met and goals achieved.

Our alliances with financiers, banks and investment advisors are well established and have been carefully researched based on ongoing reputation for the delivery of high quality services.

Our process is that we link you with a specific advisor who has been properly briefed about your needs and situation. While the finance or investment advisor will develop a relationship directly with you, they also maintain contact with your Core advisor.

A commission may be paid to Core when we refer you to an alliance partner. This allows us to maintain active involvement in the process. This is a win:win situation where we are the conduit, with your permission, coordinating and dispersing accurate information, to achieve consistency of understanding among all your financial management advisors and timely turn around. There is no cost to you.