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

The CENTRA Experience

When we ask our clients why they love to deal with us, the common answer is usually "because it is a great experience". We call this the "Centra Experience".

We know that if you are like most people, you would rather go to the dentist than see a financial adviser! We know that with so many financial services businesses out there promising the world, it's hard to know who to trust. We also understand that the rules of what you can and can't do these days can be awfully confusing! And we appreciate that you live in the real world - and that it seems that almost all other financial advisers speak a completely different language that you probably don't fully understand!

The Centra Experience is all about you - and your financial wellbeing. Our goal is to help make financial planning a pleasant and rewarding experience for you, and provide you with access to anything you need financially.

Every single one of the Centra Team is dedicated to this goal and we use our passion, qualifications and experience to deliver an outstanding level of service to you. Here is a glimpse of what you can expect as a client of Centra:

  • We take the time to get to know you, understand your situation, and we find out what is important to you.
  • We then help you work out where you want to be both now and in the future.
  • Once this is clear, we go away and design numerous financial strategies research financial products that "tick the boxes" and are in YOUR best interests to get you on the right financial track.
  • We then provide you with honest, professional advice - and recommend financial products and strategies that are in YOUR best interests to help you achieve your goals. (And because we know you live in the real world, we talk to you in plain English (without the fancy financial jargon).
  • We make sure that you understand everything and are comfortable with whatever strategy or product that we suggest BEFORE we do anything else.
  • After everything is in place, we stay in touch with you to make sure that your financial strategy remains relevant - and that your investments are performing as expected.
  • Along the way, you will be invited to our regular client education and information seminars, and you will be able to enjoy occasional social and cultural experiences along with our other clients.

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".