Individuals and Families
Centric Wealth is uniquely placed to work with you to develop, implement and maintain a comprehensive financial strategy that meets your personal and business needs.
This will assist you and your family in managing your wealth, supporting your lifestyle and protection against risks.
For individuals we provide a full wealth advisory service.
This includes the development of financial objectives, the selection of appropriate ownership structures, investment portfolio construction and ongoing review.
We will assess your needs against a range of service offerings. This may include debt structuring and lending arrangements, advice on the technicalities of superannuation and your personal insurance needs.
The management of investment risk and insurance for your lifestyle are provided, as is the smooth and tax efficient transfer of wealth between your family members.
If you would like to discuss or find out more about Centric Wealth's offering to individuals and families please contact us directly or email firstname.lastname@example.org