Centric Wealth

your interests, our focus

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Our Clients

Many of our clients are already financially successful. Others are still on the pathway. But whatever their position, they all face very real issues involving financial security and lifestyle.

For some it is simply to protect and preserve what they have. Others seek to grow their wealth strongly. Many are addressing questions about their financial position and their lifestyle.

For individuals, Centric Wealth provide a full wealth advice and planning service. This takes in:
  • The development of financial objectives
  • Analysis of ownership structures
  • Portfolio construction and review
  • Budgeting and cash flow strategies
  • Debt structuring and lending services
  • Advice on superannuation and retirement strategies  
  • The management of risk and the protection of your assets
  • The smooth and tax efficient transfer of wealth between your family members

Our business and corporate clients face many unique challenges as well. For corporate clients we offer a wide range of services. These clients can take advantage of our:
  • Lending services business for debt structuring and funding arrangements
  • Corporate benefits business for corporate superannuation advice for employers and staff and advice on business structures
  • Risk insurance business for key person, business expense, and business partner insurance

Experience being a Centric Wealth client

Should you wish to find out more about being a Centric client, please contact your nearest Centric Wealth office.   A Centric Wealth representative will be happy to provide greater detail on our services and likely costs.  They can also arrange a no obligation meeting with a Centric Wealth adviser should you wish to do so.