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

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Our High Professional Standards

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Our High Professional Standards

Our High Professional Standards

Centric Wealth has lifted the bar with its best practice standards in financial advice, which focus on education, ethics and governance, and advice and service quality. These standards go further than government reforms, establishing a best practice position for the financial advice sector. They include:

The FPA Code of Ethics and Professional Practice is adopted by all Centric Wealth financial planning advisors

Minimum education standards for financial planning advisers are set at a high level. All new Centric Wealth financial planning advisers are (or are committed to being) Certified Financial Planners (CFP) or equivalent

All Centric Wealth financial planning advisers must demonstrate the highest level of commitment to ongoing professional learning

If you would like to discuss or find out more about Centric Wealth's High Professional Standards please contact one of our Advisers or email info@centricwealth.com.au

Read more about Portfolio Management

Centric Custom Portfolios
Our Investment Philosophy
Traits of a successful Investor
Our High Professional Standards
Our Wealth Advisers