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.

Cash solution

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.

Dynamic tools

Access portfolio management tools, consolidated and diverse reporting, and a range of other dashboard features.

Dedicated support

Australian based contact centre, along with 24/7 online access to your document and resource libraries.

Fee calculator

We offer a flat management fee and competitive interest rates. See how Centric could benefit you by calculating your expected costs and interest.

Why Centric

  • 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

  • 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