Personal wealth solutions no matter your stage in life.


Who can invest with Centric

Centric features

Individuals

Centric features

Partnerships

Centric features

Trusts

Centric features

Joint Investors

Centric features

Companies

Centric features

SMSFs

Choose the investment approach that fits your goals


Account investment options
  • Managed discretionary accounts
  • Statement of advice
  • Self-directed, non-advised accounts

Collaborative wealth management
  • View external assets held outside Centric
  • Group all your accounts under a household
  • Allow select financial services representatives to view your account
  • View your taxation reporting

Sophisticated investors

If you are a sophisticated investor, Centric may provide access to a range of investments not generally available.