Wealth solutions
Centric Wealth provides you with the expertise you require in a complex financial world, either directly or working in conjunction with your other professional advisers.
Our wealth solutions take in the defining of financial objectives, analysis of ownership structures and portfolio construction and review.
The service available to you includes debt structuring and lending arrangements, advice on the technicalities of superannuation and general insurance for your home or business.
The management of risk and protection of your assets are provided for, as is the smooth and tax-efficient transfer of wealth between your family members. Centric Wealth also offers you services in administration, private capital and structured investment solutions.
Our solutions:
| - Financial Planning | - Private Capital |
| - Insurance | - Family Office Services |
| - Lending Services | - Expatriate Services |
| - Corporate Benefits | - 100x |
| - encircle |
wealth solutions
- Financial Planning
- Corporate Benefits
- Lending Advice
- Treasury and Fixed Interest Service
- Expatriate Services
- Family Office Services
- Charitable Giving
- Risk insurance
- General insurance
- Private Capital
- Encircle
- 100X