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

Our Vision

We are determined to become your most trusted provider and adviser of a holistic range of personal financial services.

OUR MISSION STATEMENT

We do this by continually providing our clients with quality financial services through personalised advice and innovative and dynamic financial strategies that will help them to create, manage and protect their wealth better than what they could do themselves.

We use reputable financial products, services (and service providers) to deliver outstanding levels of customer service with the aim of surprising and delighting our clients, and in so doing make them advocates of our business, and of our people.

OUR CORE VALUES

The entire Centra Team has a passion for helping you to achieve your financial goals, and a commitment to fulfill the promises we make to you. As a result, we all embrace these values:

  • Integrity & Honesty
  • Transparency
  • Expert & Quality Advice
  • Innovative & Dynamic
  • Customer Service
  • Passion and Pride

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".