Welcome to The CENTRE of your Financial Planning.
Centra Private Wealth is the Financial Planning division of The CENTRA WEALTH Group.
We provide personal Financial Planning and Strategic advice on Investments like shares and property, Personal Insurance (Life, Disability, Critical Illness and Income Protection), Superannuation, Self Managed Super Funds (SMSFs) and Retirement Planning.
Our specialty is in helping people achieve their financial goals by developing tailored financial strategies, selecting the right products and then managing these on an ongoing basis.
How do we do this?
The entire Centra Team is passionate and qualified to helping you CREATE, GROW and PROTECT your wealth. We help you work out where you want to be financially, by when, and then design a strategy to help you get there. Along the way, we keep a watchful eye on your portfolio and as things change in your life, we adjust your plan to suit.
Our Expertise
Centra Private Wealth's Financial Strategists are qualified and experienced to help you with the following:
- Wealth creation
- Wealth protection (personal insurance)
- Assistance and advice on Self Managed Super Funds (SMSF)
- SMSF Administration
- Property and Share Investment Advice
- Fractional Property Investment advice and investment
- Financial market education, coaching, as well as trading & investment support
- Credit Advice and Finance Arranging (through Centra Money, our Mortgage Broking business)
Contact us at (08) 8231 4709 or by email us at info@centrawealth.com.au for a no-obligation and confidential discussion to find out how we can add value and get you financially fit again.
Download our eBook:
Plan Early, Retire Rich
