Financial Planning & Strategy

Our speciality is to help you achieve your financial goals by developing customised financial strategies which can be adjusted should your circumstances change.

Do you want to improve your financial health?
Do you want to build a secure future?
Do you want ongoing support with your financial goals?

We help you achieve your goals by evaluating, implementing and managing the right financial strategies.

Taking into consideration where you want to be, we aim to bridge the gap between your current situation and goals and objectives by developing a personalised strategy.

Where required, this may include collaboration with other specialists (solicitors, accountants and mortgage brokers) to make it happen.

Clarity and Structure

Our staff are qualified in their area of expertise and with integrity and honesty provide an unrivalled level of service with advice that is clear and easy to understand.

Personalised Strategies

We help you CREATE, GROW and PROTECT your wealth and work with you on an ongoing basis.

Advisory Team

With integrity, honesty and transparency, our dedicated and professional Centra Wealth team are passionate about helping you achieve financial success.

Regular Review

We can regularly meet with you to ensure that you are on track to achieve your goals and adjust your strategy should your circumstances change.

We keep things simple, putting you in control so you can make informed choices about how best to achieve your goals.

As your circumstances change, we can adjust your strategy as required.

Budgeting
Superannuation
Insurance
Shares
Property
Fixed Deposits
Why Choose Us?

The Centra Experience

With so many financial services businesses in Australia promising the world it is hard to know who to trust.

The Centra Experience is all about you and your financial goals. Our dedicated and professional Centra Wealth team are passionate about helping you achieve financial success.

We leverage our experience, qualifications and passion to deliver an outstanding level of service helping you create, grow and protect your wealth and we will work with you on an ongoing basis.

centrawealth_ourapproach_stp1
01. Consultation

We will get to know you at an introductory meeting, learn about your goals and circumstances and what you hope to achieve.

CentraWealth_NewAboutus_Image1
02. Research & Strategy

We will review the information provided to determine various strategies which may be appropriate and discuss these with you.

centrawealth_ourapproach_stp3
03. Proposal Presented

We formalise our strategy for you at a meeting, seeking your agreement to proceed.

centrawealth_ourapproach_stp4
04. Implement + Ongoing Review

We implement the strategy as agreed and can meet with you regularly to review.

Centra Wealth Financial Planning Process

Some of our Product & Service Providers

Take The Next Step, Book an Appointment
Contact Usr

Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.