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

Products

Because we have no allegiance to any one product provider, we are able to provide you with a very diverse range of financial products that other financial planning firms can't (or simply won't) provide.

We maintain a very diverse Approved Product List that allows our Financial Strategists to access the financial products and services of virtually all the major Australian financial institutions.

We select these products based on YOUR needs and specifications and fully disclose features and benefits, as well as the costs associated with them when we provide our advice.

In addition, for your peace-of-mind and control, your investments are ALWAYS beneficially held in your name.

Through Centra Private Wealth you can invest in:

  • Shares
  • Hybrid Shares
  • Exchange Traded Funds (ETFs)
  • Fixed Deposits
  • Corporate and Government Bonds & Debentures
  • Margin Lending products
  • Australian and International Managed Funds & Investments
  • Fractional Property Investment through the DOMACOM platform
  • Personal Insurance products (Life, Disability, Critical Illness, Income Protection Insurance)
  • Business Insurance (Key-Person, Business Expense Insurance)
  • Portfolio Administration Services (including for SMSFs)

Some of our major Product and Service Providers are listed below:

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".