About Us

How we can help you

We specialise in taking away financial stresses – by helping you CREATE, GROW and PROTECT your wealth. Our specialty is in designing personal financial strategies that leverage off of our qualifications, skills and vast personal experience to help you achieve your financial (and business) goals.

How we can do this

We consider what your “big picture” looks like – and then develop a personalised financial strategy just for you that shows you how you can get there.

We then help you implement your strategy – and ensure that you remain committed to reaching your goals. Importantly, as your life, needs and wants change, we are there to adjust your plan.

Privately owned and hold our own Financial Services Licence

We are a privately-owned business and hold our licence directly with ASIC. This means we do not have an allegiance or obligation to any bank, financial institution or insurance company. It also means our interests are aligned with yours – and that is to deliver the right advice in a way you can understand with exceptional levels of service.

Transparent Fees and Trusted Advice

When we design a strategy for you, we consider your situation as if it were our own. You will feel confident that we will provide you with personal financial advice that leverages off of our own qualifications, skills and experiences. We consider your we would implement ourselves.

Importantly, our services and fees are always fair – and totally transparent.

A Professional & Passionate Advisory Team

Our Team are all dedicated and passionate about helping you to achieve your financial goals. We love what we do – and we strive to do this with an unrivalled level of service.

Why Choose Us?

The Centra Experience

With so many financial services businesses in Australia promising the world, it is hard to know who to trust.

The Centra Experience is all about you and what you want to achieve. Our process involves helping you work out where you are at now, and where you want to be. We then develop innovative and personal strategies to get you there. After that, we are by your side every step of the way as your life, needs and wants change to adjust your plan.

Our Commitment is:

To consider your “big picture”- what you want and need financially;
To show you how you can achieve your financial goals;
To consider strategies that are in your best interests;
To provide you with quality professional advice that you will understand;
To be transparent and fair with our fees and charges;
To deliver an unrivalled level of personal service and advice;
To support you as your financial wants and needs change.

01. Consultation

We will get to know you at an introductory meeting, learn about your goals and circumstances and what you hope to achieve.

02. Research & Strategy

We will review the information provided to determine various strategies which may be appropriate and discuss these with you.

03. Proposal Presented

We formalise our strategy and present it to you at a meeting, seeking your agreement to proceed.

04. Implement + Ongoing Review

We implement the strategy as agreed and can meet with you regularly to review.

Our Services

See What We Have to Offer

Financial Planning & Strategy

Our speciality is to help you achieve your financial goals by developing customised financial strategies which can be adjusted should your circumstances change.

Investment Management

We provide investment advice on shares, property, trading and we have access to Initial Public Offerings (IPOs).

Centra Wealth Academy

We provide short courses, education programs and workshops on wealth creation, trading and investment through personalised coaching, mentoring, seminars and webinars.

Loans & Finance Solutions

We provide our clients with end-to-end credit advice and finance solutions from a panel of over 30 lenders.

Let’s Discuss!

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