Offices on the Gold Coast, Sydney and Melbourne

Our advice changes, tailored for each individual client. Our core values do not.

After meeting with a new client, we generally find they are not focused solely on money.

What’s important to them is:

  • Their family
  • Happiness
  • Health
  • Working less
  • Charity
  • Travelling
  • Hobbies
  • Environment

Achieve your goals

Our first step is to learn what’s important to you. We then focus on maximising your financial position, so you can achieve your goals and live the life you want to live.

Protect and grow your investments

Markets rise and fall – our aim is to protect and grow your investments, whatever the conditions.

Safe, conservative and smart

We are safe, conservative and smart with your investments, but we are strategic in the decisions we make to maximise your returns.

Communication and security

We work and communicate with you each step of the way – we like our clients to be completely secure in their investment decisions, and to understand how and where their savings are invested.

Secure your future

Our first meeting is an informal chat to see if we can help you and if you would like to work with us to secure your future, your family’s future and reach your goals.

Shane Lawler and Suzanne Poulton are Authorised Representatives of Core Value FA Pty Ltd ACN 605 604 493 AFSL 480 387