Centric Wealth

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Centric Wealth Blog

Welcome to the Centric Wealth Blog. We invite you to follow our blog, learn from our blog articles, view updates on our company and more.

How We Help Families Prepare - The value of your adviser 1 Dec 2017
It can seem like a daunting task when you begin the process of putting a proper insurance protection strategy in place for your family. With information coming from so many different sources about personal insurance – the TV, super funds, your well-meaning friends and family - it can be confusing to know where to start and what information you should listen to.
Investors Turn to Brokers 1 Dec 2017
The demand for mortgage broker services has continued to rise over the last couple of years with now well over 50% of residential mortgages being written through the third-party channel. That number is even higher when it comes to property investors, due to the ongoing regulatory changes and tightening of credit regarding investor lending.
Cyber Security – An issue that will not go away 1 Dec 2017
There was a time when cyber security was a term familiar only to technology professionals. That time has long gone. Today, cyber security is a real issue for everyone, regardless of whether you are an individual or a large multi-national company. Alarmingly, experience is telling us that cybercrime will continue to be a permanent risk to our personal security and looks to be a long term issue facing modern society.
Fire Season and Underinsurance – The importance of proper asset valuation 1 Dec 2017
With fire season upon us, it is important to make sure your insurance cover is up to date and that you are not underinsured.
Is your trust approaching its vesting date? 3 Nov 2017
The vesting date is defined in the trust deed as the date on which the trust will conclude, and the entitlements to trust capital and the income therefrom will crystalise.
Trauma Insurance Case Study 3 Nov 2017
I met with Steve and Tracey in 2010 to review their personal insurance policies. They were existing Business Services clients at the time. They operated a business in the civil and construction industry, which was going through an expansion phase, launching interstate. They had a young family, significant debt and very little personal insurance. As Steve was the key driver of the business, there was significant financial exposure in the event he was unable to work.