Client experience
At the heart of our mission is to have the interests of you, the client, as our central focus.
Centric Wealth has a network of advisers across financial planning, risk insurance, corporate benefit services, lending services, general insurance and family office services.
Below are some of our clients’ stories.
Advice sought to build up investment portfolio
Valerie Griswold moved to Australia with her two children from the United States in 1999. After living in Australia for several years, she sought the services of Centric Wealth’s Lending Services division. Valerie met with Daniel Lanna of Centric Lending Services for advice on purchasing her own home and seeking finance for medium-term property investment. To read Valerie’s story, click here
Overseas adventure no barrier to good advice
Tyranny of distance was not an issue for expatriate Australians – John and Vivienne Jobbins – when it came to wealth advice from a distant shore. They first contacted Centric Wealth Adviser, David Suthons, while there were temporarily overseas in Dubai. They had several existing structures in Australia which required review. To read John and Vivienne Jobbins' story, click here
Building finacial partnerships
Doctors John and Rhiannon Hehir finally have a financial plan setting them up for a secure future, thanks to Centric Wealth. The husband and wife duo – both doctors – joined Centric Wealth as clients after attending a medial dinner at which Centric Wealth adviser Paul Cooke was a key speaker. After years of receiving advice from multiple sources, the couple found themselves in need of a streamlined financial plan. To read John and Rhiannon’s story, click here