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

Planning over the years

The decisions you make and the actions you take along the way heavily influence your financial future. Therefore, it pays to make well-considered decisions.

When you choose to appoint us as your trusted financial services provider, you will be working with knowledgeable financial advisers who take a genuine interest in helping you improve your financial situation. This can make a world of difference to the life you create in the long run.

Finding the time to understand everything impacting your financial future can be time-consuming and difficult to know what you should do to ensure you are in a better financial situation. Working with Centra Private Wealth gives you the benefit of a valuable partnership - receiving your adviser's insights, knowledge and practical ideas whilst remaining in complete control of what happens with your money.

We can advise you on the following:

  • Comprehensive Financial Planning
  • Wealth Creation
  • Investment Planning
  • Cash Flow and Budgeting
  • Remuneration Planning
  • Debt Management
  • Superannuation
  • Redundancy Planning
  • Retirement Planning
  • CentreLink and Aged Care Planning
  • Life, Disability and Trauma Insurance
  • Personal Risk Management
  • Portfolio Management
  • Estate Planning and Business succession
  • Self Managed Super
  • Ongoing Reviews of your financial strategy and investments

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".