- Flat fee based pricing
- Cost efficiencies and transparent fees
- Direct mandate investing through managed discretionary accounts
- Optional cash management account with rich transaction functionality
- High interest margins on Centric Cash and cash management accounts
- Access to diversified portfolios
End to end wealth management for investors
Key Platform Features
To support you in achieving your wealth and investment goals, we developed a cutting-edge platform that enables the best outcomes and efficiencies.
Centric Cash is integral to your account and creates a fully functional cash solution when linked to a paired cash management account.
Complete wealth view
View all of your investments, assets, debt and liabilities in one centralised tool - anytime, anywhere.
Access portfolio management tools, consolidated and diverse reporting, and a range of other dashboard features.
Australian based contact centre, along with 24/7 online access to your document and resource libraries.
We offer a flat management fee and competitive interest rates. See how Centric could benefit you by calculating your expected costs and interest.
- Broad range of investment and contribution options
- Supports multiple products across wealth landscape
- Choice of accounts for advised and self-directed investing
- Growing range of established partners and providers
- Select from multiple methods to optimise tax outcomes
- Driven by market and industry leaders
- Secure multi-factor authentication technology
- Data advantage: transparent, compliant and accessible
- Comprehensive fintech platform
- Securely share read-only access with select financial representatives
- Efficient, intuitive and easy to use
- Flexible options, features and tools
- Live transfers and real-time access
- Dedicated contact centre with both phone and online support
- Complete wealth view and reporting easily available online