Would you rather retire at 55 than 75?
Wondering how you'll afford that vacation?
Saving up for your dream home?

Investment Planning

Your INVESTMENT PLAN is about how you GROW your wealth.

Here we explore the different options you have for investing your surplus funds. The benefits of these options will change as market conditions and other economic factors change.

We will help you determine the risks and rewards of the various appropriate strategies to enable you to make informed investment choices. We help you decide how to invest your money? In defensive assets or growth assets or a combination of both.

We also want to know where we are going to invest. In your name, your spouse’s name, the super fund or family trust? They all have different tax consequences.

Do we put all the money in at once or do we dollar cost average? Do we use a savings plan and should we be looking at gearing as part of the process?

Again we identify what’s right for you and we implement that.

In addition to this, you have the choice to have us monitor and manage your investments on an ongoing basis and advise you of investment opportunities as they arise.

Specialist Services

How else we can help you

CENTRA WEALTH Pty Ltd (ABN 39 158 802 450) holds an Australian Financial Services Licence (#422704) issued to it by ASIC. It trades as CENTRA PRIVATE WEALTH, CENTRA SECURITIES and CENTRA WEALTH ACADEMY. CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of an Australian Credit Licence holder (#389328) and trades as CENTRA MONEY. Collectively the above are known as "The CENTRA WEALTH Group".