Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.
We know that all of our clients have different financial needs, goals and complexities. In response to this, our advisers work collaboratively with each and every client to provide an individually tailored solution. We provide clients with access to experts across all areas of wealth management so that they get complete financial security. Centric Wealth’s areas of expertise include financial planning, investments, risk insurance, corporate benefit services, lending services, general insurance and family office services.
Clients may access Centric Wealth through offices located in Sydney, Melbourne, Brisbane, Canberra.
Your interests, our focus
At the heart of our mission is to have the interests of you, the client, as our central focus. The name Centric Wealth embodies the firm’s core value of having clients’ interests as a central focus.
We put our clients at the heart of everything we do. We are able to do this because Centric Wealth is not owned by a large financial institution. At our core we work with you to help you find the best solutions for your lifestyle and personal circumstances. This gives our clients the confidence that comes from advice that is both expert and holistic.
At Centric Wealth we are focused on raising the bar of financial advice. Our experienced advisers are committed to continuous professional development so that our clients receive the highest standard of financial advice. Centric Wealth’s focus is on building long term relationships so our client’s have the security of a specialist adviser they can rely on to work with them to achieve their financial goals and objectives, now and in the future.
Importantly for our clients, we operate using a completely transparent fee structure. Our fee-for-service model ensures that our clients know exactly what they are paying for and can understand the value of advice.
Centric Wealth’s approach, investment capability and holistic structure gives our clients unrivalled access to a unique service and product offering. Our aim is to find the right solution for each client. We are careful not to over promise, instead focusing on balancing return with a risk managed approach tailored to suit the individual.
Read more about us
Our Professional Promise
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