Centric Wealth

your interests, our focus

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Client experiences

At the heart of our mission is to have the interests of you, the client, as our 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.

Below are some of our clients’ stories.

Advice sought to build up investment portfolio
Valerie Griswold moved to Australia with her two children from the United States in 1999. After living in Australia for several years, she sought the services of Centric Wealth’s Lending Services division. Valerie met with Daniel Lanna of Centric Lending Services for advice on purchasing her own home and seeking finance for medium-term property investment.  To read Valerie’s story, click here

 
   

Overseas adventure no barrier to good advice
Tyranny of distance was not an issue for expatriate Australians – John and Vivienne Jobbins – when it came to wealth advice from a distant shore. They first contacted Centric Wealth Adviser, David Suthons, while there were temporarily overseas in Dubai. They had several existing structures in Australia which required review. To read John and Vivienne Jobbins' story, click here


 
   

Personal Insurance in a life-altering event            
10 years ago, I decided to speak to an Adviser about finding the best income protection insurance policy for me after realising the coverage provided by my employer was very basic in terms of features and did not suit my needs.

I met Curtis David, a Personal Risk Insurance Adviser, now with Centric Wealth. He came to my office, went through the whole process of finding out what is important to me and what is worth protecting should life’s unforeseen events occur. Curtis did all the work in finding the right insurer for me, provided recommendations based on my needs as well as alternatives to try and save on cost. To read this client's story,
click here

 
           


Experience being a Centric Wealth client

Should you wish to find out more about being a Centric client, please contact your nearest Centric Wealth office.  A Centric Wealth representative will be happy to provide greater detail on the our services and likely costs.  They can also arrange a no obligation meeting with a Centric Wealth adviser should you wish to do so.