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 $4.9 billion in assets under advice (AUA). The group advises on in-force risk insurance cover, and has $1.4 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.