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What we do and how we can help you
We deliver an end-to-end financial service including Financial Planning, Investment Advice, Wealth Management, Finance & Lending solutions as well as Financial Education services.
Strategic Financial Planning & Strategy
We specialise in understanding you and what is important to you. Whether you are just starting out, preparing to retire – or already retired!
This helps us to design a plan for you to achieve your financial goals. We provide personalised financial advice on maximising your income, how to best invest your money and how to reduce your debts.
Importantly, we also assist you to protect your assets and your income with strategies that are unique to your needs.
Investment Advice & Wealth Management
Our expert Investment Management team provides investment advice on shares, property and fixed interest products. Our expertise is in designing and managing your investment and superannuation portfolios to achieve your objectives – growth, income or a balance of the two.
And if you are interested in short term trading, we have with a range of trading strategies and resources that can help you generate additional income.
The Centra Wealth Academy
Our passion is in education…..and helping you understand more about money – how to make it, and how to keep it. Whether you are interested in learning more about investments, understanding financial jargon – or how to supplement or replace your income through trading or investing, we can assist you. We do this through short courses, education programs and workshops as well as personalised coaching and one-on-one mentoring.
Finance & Lending Solutions
If you need a finance solution, then Centra Money is the right place. We pride ourselves in delivering finance and lending advice that considers your big picture – we help you find the right product, negotiate the best rate – and ensure your debt is structured properly.
We can help you finance everything from buying your first home, investing in property, refinancing existing loans or credit cards – or even buying a new car. If you are in business, we can also assist with business loans.
Zac has been my adviser for 8 years, I met him during the GFC when I had lost almost half my super as it was invested in the wrong shares. He has since helped me rebuild my portfolio and we now have strategies in place whereby the investments I hold are more suited to where I am at in life (retired and needing regular income) and I feel comfortable that my investments are being managed more actively. I find Zac to be a genuine person, he seems to have his clients best interests in mind – and I value the fact that he takes the time to make sure that I understand everything.
Zac and the Centra team have helped us so much as we prepare for retirement. They look after our investments and super, and also helped us apply for the pension which we didnt think we could get! We appreciate that they are patient and take the time to explain things in a way we can understand. It’s also comforting to know that we can contact Zac anytime if we need to, and
I have always been sceptical about using the services of financial planners – but after seeing Zac present at an Investors I felt that he was genuine and that he was quite different to everyone else I had met before. So I decided to make an appointment to see him about getting a plan for me for retirement. What stood out for me was that he took a real interest in what I wanted for my life and showed me how I could achieve it! I am now well on the way to reaching my goals and am very confident that I will be able to retire comfortably.
Zac is refreshingly patient, genuine and enthusiastic financial adviser who encourages his clients to think carefully about their investments and offers them the best possible advice for their individual situation. His strongly professional advice is backed up by exceptional attention to detail and personalised contact to ensure that all is going according to plan.
Zac has been a god-send! I met him while doing an investment course and really liked how he explained things and the fact that he knew so much. I asked him to be my adviser and he has been looking after my shares and my super since then.
Zac “practices what he preaches” – I could tell from when I first met with him that he knows his stuff – but that he has also been doing it himself. I like his investment approach and how he manages my investment portfolio, and he has also helped my son by showing them the importance of investing early.
Zac has been my adviser for 8 years, I met him during the GFC when I had lost almost half my super as it was invested in the wrong shares. He has since helped me rebuild my portfolio and we now have strategies in place whereby the investments I hold are more suited to where I am at in life (retired and needing regular income) and I feel comfortable that my investments are being managed more actively. I find Zac to be a genuine person, he seems to have his clients best interests in mind – and I value the fact that he takes the time to make sure that I understand everything.
Zac and the Centra team have helped us so much as we prepare for retirement. They look after our investments and super, and also helped us apply for the pension which we didnt think we could get! We appreciate that they are patient and take the time to explain things in a way we can understand. It’s also comforting to know that we can contact Zac anytime if we need to, and
I have always been sceptical about using the services of financial planners – but after seeing Zac present at an Investors I felt that he was genuine and that he was quite different to everyone else I had met before. So I decided to make an appointment to see him about getting a plan for me for retirement. What stood out for me was that he took a real interest in what I wanted for my life and showed me how I could achieve it! I am now well on the way to reaching my goals and am very confident that I will be able to retire comfortably.
Zac is refreshingly patient, genuine and enthusiastic financial adviser who encourages his clients to think carefully about their investments and offers them the best possible advice for their individual situation. His strongly professional advice is backed up by exceptional attention to detail and personalised contact to ensure that all is going according to plan.
Zac has been a god-send! I met him while doing an investment course and really liked how he explained things and the fact that he knew so much. I asked him to be my adviser and he has been looking after my shares and my super since then.
Zac “practices what he preaches” – I could tell from when I first met with him that he knows his stuff – but that he has also been doing it himself. I like his investment approach and how he manages my investment portfolio, and he has also helped my son by showing them the importance of investing early.
