Centric Wealth is a leading high-end wealth advisory firm. Clients may access Centric Wealth through offices located in Sydney, Melbourne, Brisbane, Canberra.
On March 3, 2009 Centric Wealth and CHAMP Private Equity announced the completion of an agreement which will see funds advised by CHAMP invest in Centric Wealth and become the majority shareholder of the company - taking a 75 per cent stake.
Your interests, our focus
At the heart of our mission is to have the interests of you, the client, as our central focus.
We offer you high quality wealth advice, excellence in service and careful and sustained attention to your needs. The name Centric Wealth embodies the firm’s core value of having clients’ interests as a 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.
The firm also has services in administration, private capital and structured investment solutions.
Centric Wealth has $4 billion in assets under advice (AUA). The group manages billions of dollars of life insurance coverage and has over $1.3 billion in loans under advice and other debt instruments.
The group has one of the highest AUA per adviser, but with one of the lowest number of clients per adviser in the Australian financial planning industry.
Centric Wealth was established in 2002, and many of our business and client relationships have been in place for decades. We count a number of industry pioneers and awarded leaders in our ranks.
Our values
Your interests are our central focus. This focus influences all decisions we make – from the boardroom to the investments we recommend. Our business philosophy, structure and culture are dedicated to preserving this client centric focus. We see this as the only path to long-term success.
We invite you to contact us.
For information on our client seminars, click here
Lifting the bar on professionalism
Centric Wealth’s driving ambition is to be the leading professional wealth management advisory group in Australia.
This means we strive to provide clients with the highest quality advice available in Australia. .
For this reason, we have lifted the bar and developed and committed publicly to the Centric Wealth Professionalism in Financial Advice Standards.
These Standards, and what they mean to you, are outlined in the following documents:
Our Commitment to You – Lifting the Bar on Quality Advice and Professional Practice
Centric Wealth Professional Promise
