Core Wealth

17/10/2026

What is the bond market, and how do changing yields affect bond prices? Kevin French, CFA® explains the basics and how risk influences the returns investors demand.

For our views on local and global bond markets, explore our latest Monthly Wrap-Up.

https://youtube.com/shorts/uXUiz-n3AdE

What is the bond market, and how do changing yields affect bond pri...

15/10/2026

Medical aid and health insurance can both help you access private healthcare, but the scope of cover differs.

In this video, Sandra explains the key differences - from hospital and chronic condition benefits to day-to-day care, provider networks, and affordability.

Medical aid generally offers broader cover, including Prescribed Minimum Benefits (PMBs), while health insurance typically focuses on specified day-to-day benefits, with emergency or hospital benefits, depending on the policy. Both may have network requirements, limits, and conditions.

Understanding these differences can help you choose cover that suits your needs and budget. Contact us for guidance on your options or a review of your existing benefits.

https://youtu.be/1hbiQz3rmOE

**Correction: 271 refers to Diagnosis and Treatment Pairs. The Chronic Disease List contains 26 conditions.

Medical aid and health insurance can both help you access private h...

14/10/2026

September produced mixed results across global and local markets. US equities edged higher in rand terms despite the Federal Reserve’s first rate hike since 2023, emerging markets outperformed developed markets, while South African equities declined as resource shares weakened.

This month’s Monthly Wrap-Up looks at the key forces that shaped market performance, including higher interest rates, rising oil prices, and continued global uncertainty.

Watch our market commentary:
▶️ https://youtu.be/oKrQPw7B0kc

Read the full written update here:
🔗 https://corewealth.co.za/sept-26-update/



**Correction: The company referred to as “PepsiCo” in the video is Pepco.

**Correction: The company referred to as “PepsiCo” in the video is ...

13/10/2026

A few moments from “A Worthwhile Perspective”, our client luncheon held at Ninety One South Africa's offices on Monday, 5 October, with guest speaker Dr Frans Cronje of Frans Cronje Private Clients.

Thank you to Dr Cronje for sharing his insights, to Ninety One for hosting us, and to our clients who joined us for an afternoon of conversation and connection.

08/10/2026

A well-deserved milestone for our accountant, Sizwe! 👏

Your hard work and dedication have brought you to this achievement, and we’re delighted to share in the celebration. Here’s to your continued growth and success!

07/10/2026

Learning, connecting, and building to lead.

Kirsty Scully, CFP®, Stephen Cole, CFP®, and Jodrey Rossouw, CFP® are representing us at The Financial Planning Institute - SA's convention today and tomorrow, themed “Build to Lead.”

From evolving technology to strengthening the client experience, the convention offers an opportunity to learn, share ideas, and bring fresh perspectives to the trusted, personalised advice we offer our clients.

07/10/2026

Your financial goals deserve a plan. This World Financial Planning Day, we highlight the role of professional financial advice in helping you navigate life’s changes and work towards your long-term goals.

03/10/2026

Your medical aid may not cover the full amount charged by healthcare providers, leaving you with unexpected costs.

Kim Matthews CFP®, explains how gap cover can help protect against these shortfalls, with more comprehensive policies offering additional benefits for certain cancer treatments, casualty visits, and co-payments.

Contact us to review your existing policy or explore gap cover suited to your needs. Benefits are subject to policy terms and limits.

https://youtu.be/jdhWEke7A_Y

Having medical aid doesn’t always mean your medical bills are cover...

01/10/2026

Why use a healthcare advisor when AI can help you compare medical aid options?

Kim Matthews, CFP®, discusses the value of personalised advice when choosing medical aid. She explains why a cheaper premium may mean higher co-payments or additional exclusions and why understanding your benefits matters.

Core Wealth helps you make sense of your cover, get the most value from your medical aid and navigate claims - with support and advocacy on your behalf. Contact us to book a consultation and discuss your healthcare needs.

https://youtu.be/rkEcEgLG-YY

With so many AI tools, medical schemes and plan options available, ...

29/09/2026

Spring cleaning isn’t just for your home. It’s also a good time to check in on your finances.

In this video, Jodrey Rossouw CFP® shares a few areas worth reviewing: your will, emergency savings, debt, budget, short-term insurance, and medical aid cover. She also reminds us to keep our personal details up to date with the financial institutions we use.

When last did you give your finances a spring clean?

https://youtu.be/ZaDeMHKqPmo

Spring is a good reminder to check in on your finances, too. In thi...