Treasury and Fixed Interest Service
Centric Wealth Fixed Interest Service (FIS) is a fixed income specialist service established for Centric Wealth clients and advisers.
FIS was established in 2008 and now has more than $200 million under advice. FIS provides access to a service that until now has only been available to institutional investors and operates under the Australian Financial Services Licence (AFSL) held by Centric Wealth Advisers Limited (AFSL 243253).
A tailored approach
FIS is committed to providing clients with the best achievable returns given their individually specified parameters. Key benefits for clients in working with FIS include:
* Superior rates and/or yields to those available for retail investors
* Access to a broad range of fixed interest providersf
* Specific expert advice in an increasingly complex market segment
* Diversification across providers and maturities
Other key features include:
* FIS is a service offered by Centric Wealth only for our clients
* Strong compliance
* A wide and diverse product range approved by Centric Wealth;
* Expertise on markets, trends and regulatory implications (such as the Government Guarantee) in both domestic and international markets
* An experienced team of financial market professionals dedicated to the fixed income asset class
A commitment to high-quality service and long term relationships
FIS offers a simplified transaction procedure by centralising the management and placement of the investment. We facilitate and structure the fixed income investments on your behalf through a range of financial organisations. FIS will receive a handling fee from the financial institution offering this term deposit. This fee is usually 0.15% and is not an additional cost to you. The specific handling fee for your deposit will be fully disclosed before you proceed.