Our vision is to provide you with an engaging, comprehensive wealth platform service, focused on delivering value through innovation and technology.
We believe that wealth management is not just a privilege for the few.
To empower your entire financial journey, we use our scale, breadth of service and over 30 years' proven expertise to deliver you a comprehensive wealth solution.
Centric is an investor directed portfolio service (IDPS) designed to address Australia’s fractured fintech ecosystem. Rather than use separate platforms for each of your financial needs, which can be complex, expensive and difficult to maintain, Centric provides you with a simple wealth solution.
The Centric platform enables the provision of wealth management services, giving you a single view of assets, liabilities, transactions and reports (including tax) in one place. It is designed to support both investors as well as their financial advisers, accountants and other representatives.