Centric Wealth

your interests, our focus

Manage Your Wealth Our advisers can work with you to develop and implement a comprehensive financial strategy, assisting you to maintain - and grow - your wealth
- Advice, Management and Guidance Assisting you with identifying and achieving your lifestyle goals and objectives throughout the various stages of life
  - Structural Advice Examining your finances restructure your current financial arrangements and significantly improve your overall financial position
  - Cash Flow and Tax Planning Tax strategies to maximise profit & cash flow
  - Estate Planning and Generational Change Working in conjunction with you and your other specialist advisers to create an effective estate plan
  - Asset Protection and Trusts Restrict the risk of liability on individual and family wealth and assets through a strategic asset protection solution
  - Philanthropic Strategy Providing advice to make your contribution as an individual or organisation truly worthwhile
  - Redundancy Advice Providing you with the specialist advice you need to understand the key issues, options and outcomes of redundancy and an early retirement
  - Executive Advisory Secure your key employees and provide them with a service which enables them to put their personal financial life in order
  - Expatriate Services Our expatriate team is experienced in advising expatriates based in major cities around the world on personal financial issues related to overseas locations
- Superannuation and Retirement Strategies Working with you to establish your goals and building a strategy toward your retirement
  - Planning for Retirement Working with you to establish your goals and building a strategy toward transitioning to retirement
  - Transitioning into Retirement Transitioning into retirement enables you to work longer, retire later and rewards you for staying in the work force
  - SMSFs To build a more secure future and strategy you need to understand investment options and consider retirement objectives
- Family Office A central financial management solution devised to meet the needs that come with substantial family assets and maintaining wealth over generations
- Portfolio Management We have an integrated portfolio management approach that represents the next step in the delivery of professional financial advice in Australia
  - Centric Custom Portfolios A service that establishes an agreement with you to manage your portfolio to a defined strategy and risk profile
  - Our Investment Philosophy Our investment philosophy, and the strategies we implement, have been developed with a long-term view to align with our clients long-term objectives
  - Traits of a successful investor Our thoughts on the traits of a well organised and successful investor
  - Our High Professional Standards Centric Wealth has lifted the bar with its best practice standards in financial advice
- Investment Opportunities and Funds Centric Capital devises structures and delivers investments that are not typically available to most investors
  - Treasury and Fixed Interest Service
  - Investment Loans Our team helps ensure your investment debt is suited to your long term goals. We create workable solutions that maximise your investment strategies
  - Our Funds Centric Capital devises structures and delivers investments that are not typically available to most investors
- Client Investment Administration Our Administration platform and client login
  - Encircle - Our Administration Platform encircle relieves you of the day-to-day administration of your portfolio
  - Client login Existing clients can login to their portfolio's here
- Our Wealth Advisers We have 38 Wealth Advisers in Australia based in Sydney, Melbourne, Brisbane and Canberra
  - Our Wealth Advisers in Sydney View the profiles of our Sydney Advisers
  - Our Wealth Advisers in Melbourne View the profiles of our Melbourne Advisers
  - Our Wealth Advisers in Brisbane View the profiles of our Brisbane Advisers
  - Our Wealth Advisers in Canberra View the profiles of our Canberra Advisers
Protect You, Your Wealth and Assets Protect You, Your Wealth and Assets
- Protect You and Your Wealth Providing you with the solutions to protect both you and your income
  - Protect Your Income Providing income assistance should you be unable to work if you are sick or injured
  - Protect Your Family and Lifestyle Put protection in place to ensure the continuity of both you and your families lifestyle should anything ever happen to you
  - Protect Your Mortgage Have peace of mind that your mortgage repayments will be met should something unexpected happen to you
- Protect Your Assets Assets can be easily lost, damaged or stolen. We can help you build an asset protection strategy to ensure you have the right protection in place
  - Protect Your Home and Contents Help keep your assets protected should an incident cause the loss of your valuable items, either at your home or halfway around the world
- Protect your Business and Employees Building the value of your business and protecting its assets are key considerations
  - Protect Your Key People Key person insurance insures an employer against the death or incapacitation of a key employee, usually an executive or partner.
  - Protect Your Business Expenses Ensuring the continuity of your business, and providing you with a business to return to following an illness
  - Protect Professional Advice and Service Providers Providing cover for claims against professionals alleging a breach of professional duty
  - Financial Protection for Your Business Public and product liability insurance is an important form of financial protection for businesses
  - Protect Your Employees When Travelling Protect your employees when they are travelling for business purposes
  - Protect Your Directors and Officers Protection to past, present and future directors and officers for claims against them for wrongful acts in their capacity as directors or officers
- Quick links to Online Insurance Details for providers of online CTP and travel insurance who we recommend
  - Online Travel Insurance Book your travel insurance online and get covered in a few easy steps
  - Online CTP Insurance Providing protection to vehicle owners and drivers who are legally liable for personal injury caused to others involving the operation of their vehicle
  - Online Landlord Insurance Click here for Landlord Insurance
  - Online Motor Insurance Click here for Motor Insurance
  - Online Home and Contents Insurance Click here for Home and Contents Insurance
  - Online Professional Indemnity Insurance
  - Online Public Liability Insurance
  - Travel Insurance for travellers aged 70 and over
- Our Insurance Advisers Our Advisers specialise in Life Risk and General Insurance
  - Life Risk Insurance - Protecting You and Your Wealth Providing you with a solution to protect your income and assets for your family in the event of your death, and cover if you to suffer a serious illness or accident
  - General Insurance - Protecting Your Assets and Business Our advisers have international and local experience going back many years advising on non-life insurance policies covering losses from financial events
Lending Solutions Our service covers finance for a range of purposes. We will assist you in making informed decisions and achieving the best outcome
- Our Approach to Lending We take a holistic approach to encompass all your financial needs and work at achieving superior outcomes for our clients
- Asset Finance We provide individuals and businesses with a range of asset finance solutions from our extensive panel of lenders
- Business Finance Understanding your company's vision, its growth and its goals together with maximising its cash flow: these are our priorities
- Commercial Finance We can assist your business to achieve its objectives by finding appropriate financial solutions from a wide range of commercial lenders
- Debt Restructuring We provide short and long term strategic financial and cash flow solutions, assisting individuals and businesses to restructure their debt
- Residential Mortgage Finance Whether you're building, renovating, upgrading or looking for your first home, we work with you to ensure your home loan fits your needs
  - A health check for your home loan A home loan health check is a good place to start if you're looking to make sure your home loan is competitive, considering an investment property, or unlocking the equity in your home.
- Investment Finance Our team helps ensure your investment debt is suited to your long term goals. We create workable solutions that maximise your investment strategies
- Our Lending Advisers Our advisers have on average 19 years banking and broking experience, and a fully dedicated Settlements Manager to take your loan to completion
Employee Superannuation and Benefits
- Corporate Superannuation We will assess your corporate super fund to ensure it is in line with the best market practice and that it meets your needs
- Employee Benefits We can assess and recommend on group risk and provide assistance in ongoing plan management such as group cover for life, disability or income replacement insurance
- Our Corporate Benefits Advisers Our Corporate Superannuation and Benefits Advisers
About us About Centric Wealth
- Our Management and Board
  - Our Management The management team at Centric Wealth
  - Our Board The Centric Wealth Board Members
- Our Values Your interests are our central focus
- Our Clients Many clients are already financially successful, others are still on the pathway. Whatever their position, they face real issues involving financial security and lifestyle
- Our Professional Promise Our Commitment to You – Lifting the Bar on Quality Advice and Professional Practice
- Contact us We have offices in Sydney, Melbourne, Brisbane and Canberra

Centric Wealth on LinkedIn

News and Announcements

Centric Wealth strengthens ACT presence: Experienced financial planners Sean Ryan and Sara Caggiano join Canberra practice.

Centric Wealth board welcomes Bonnie Boezeman AO: Highly awarded former Paypal Chair and director of Urban Growth NSW joins board of directors. Bonnie Boezeman has joined its board of directors.

IFA reports - Advisers to cash in on Super changes: Centric Wealth has put out a statement listing the elements of the announced policy it says are most likely to impact advice clients, including the tax exemption and...

The Australian reports - Approach SMSFs with caution and a lot of cash: Far too many people are being steered towards starting self-managed super funds by accountants who are not aware of the many duties and responsibilities...

Centric Wealth listens to clients: Centric Wealth forms client advisory group to help identify key issues in better meeting clients needs and directly shaping future growth

Australian Federal Government Deficits, debt and the stock market: Putting the budget into context

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Dealing with redundancy: Ensure the financial aspects of redundancy are in hand

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To fix or not to fix your home loan?: The right and wrong times to fix your loan

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Take a closer look at private health insurance: People often think they are covered for more than they actually are

Complement your investments with your strategy: What does a well-ordered financial life look like?

News and Announcements

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