Core Advisor Group

Core is a leading financial services firm based in Queensland, Australia. With over 30 years of experience, we have established ourselves as a trusted partner for individuals and businesses looking to protect and grow their wealth. Our team of experts is dedicated to providing personalised investment, tax, and advisory services tailored to meet the unique needs of our clients.

Our People

At Core, we believe that our people are our greatest asset. Our team of experienced advisors and accountants are committed to delivering exceptional results for our clients. We take the time to understand your financial goals and develop a tailored plan to help you achieve them. Our team is approachable, knowledgeable, and always willing to go the extra mile to ensure your financial success.

Advice

We understand that financial advice can be complex and overwhelming. That's why we take a simplified approach to financial planning, breaking down complex concepts into easy-to-understand terms. Our team of experts provides personalised advice on a range of financial matters, including investment advice, superannuation, retirement planning, and insurance.

Wealth

Building and securing your financial future is at the core of what we do. Our team of experts provides personalised investment advice tailored to meet your unique needs and financial goals. From building your wealth to securing your financial future, we're here to help you every step of the way.

Taxation & Advisory

Our experienced accountants provide expert advice and assistance on all your tax needs. From individual tax returns to complex business taxation matters, we're here to help you minimise your tax liability and maximise your financial success.

Insurance

Protecting your wealth is just as important as building it. Our insurance team provides comprehensive insurance solutions tailored to meet your unique needs. From life insurance to income protection, we're here to help you protect what matters most.

Self Managed Superannuation Funds (SMSF)

Our team of experts provides comprehensive SMSF advice and administration services. From establishing your SMSF to managing your investments, we're here to help you maximise your retirement savings and achieve your financial goals.

Business Advisory

Our team of experts provides comprehensive business advisory services designed to help you grow and protect your business. From business structuring to succession planning, we're here to help you every step of the way.

Other Services

At Core, we offer a wide range of financial services designed to meet your unique needs. From estate planning to business succession planning, we're here to help you protect your wealth and achieve your financial goals.

Portfolios

Our team of experts provides comprehensive portfolio management services designed to help you grow and protect your wealth. From investment selection to performance monitoring, we're here to help you every step of the way.

Resources

At Core, we believe in empowering our clients with the knowledge and resources they need to make informed financial decisions. Our team of experts provides a range of resources, including articles, calculators, and tools designed to help you stay informed and on track.

Get in touch

If you're ready to take control of your financial future, we're here to help. Contact us today to book a free consultation with one of our experienced advisors.