Why choose Centra Private Wealth?
Financial Planning businesses are definitely not all the same. And neither are Financial Planners. Centra Private Wealth, being part of The Centra Wealth Group, prides itself in being different and for being in a position to provide quality and unrestricted advice.
Here are just some of the reasons why Centra Private Wealth is becoming the Financial Planning business of choice for more and more people around Australia:
- Unlike many financial planners, we are not owned by any financial institution and we hold our own license. We have no allegiance to any financial institution or bank - meaning our advice will always be in your best interest!
- Another benefit of this is that through Centra Private Wealth you will have unrestricted access to products and services that other planners can't (or won't) provide.
- Our Advisory team are experienced and qualified to provide tailored advice which is specific to your personal situation and we do this in an easy-to-understand way.
- Your investments are always beneficially held in your name.
- We are distinguished by our proactive and dynamic approach to wealth creation
- Our approach to investment management is based on investing in the right asset at the right time. We use a combination of fundamental factors and investment trends to help select the right investment mix for your portfolio.
- Our services and fees are totally transparent.
- We are committed to providing unrivaled levels of service and quality and honest advice that is clear and easy to understand.
- You can enjoy our unique "Centra Experience"
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Plan Early, Retire Rich
