Our clients
Many of our clients are already financially successful. Others are still on the pathway. But whatever their position, they all face very real issues involving financial security and lifestyle.For some it is simply to protect and preserve what they have. Others seek to grow their wealth strongly. Many are addressing questions about their financial position and their lifestyle.
For individuals, Centric Wealth provide a full wealth advice and planning service. This takes in:
- The development of financial objectives
- Analysis of ownership structures
- Portfolio construction and review
- Budgeting and cash flow strategies
- Debt structuring and lending services
- Advice on superannuation and retirement strategies
- General insurance for your valuables and your property
- The management of risk and the protection of your assets
- The smooth and tax efficient transfer of wealth between your family members
Our business and corporate clients face many unique challenges as well. For corporate clients we offer a wide range of services. These clients can take advantage of our:
- Lending services business for debt structuring and funding arrangements
- Corporate benefits business for corporate superannuation advice for employers and staff and advice on business structures
- Risk insurance business for key person, business expense, and business partner insurance
- General insurance business for public and product liability, professional indemnity, motor fleet and building and contents insurance