Our Approach

01.

Meeting

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 Strategy

We implement the strategy as agreed.

05.

Regular Review

We can regularly meet with you to ensure that you are on track to achieve your goals and adjust your strategy should your circumstances change.

Centra Wealth is a Practice Member of the AIOFP, an association representing financial services businesses that are not owned or affiliated with Financial Institutions. Although our business is privately-owned, we are not able to refer to ourselves as "Independent" under S923A of the Corporations Act due to the fact that we accept commissions from Risk product providers.

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CENTRA WEALTH PTY LTD (ABN 39 158 802 450) holds an Australian Financial Services License (#422704) issued to it by ASIC. CENTRA FINANCIAL PTY LTD (ABN 57 638 476 954) is a Corporate Authorised Representative (#1279906) of CENTRA WEALTH PTY LTD.  It trades as CENTRA WEALTH MANAGEMENT, CENTRA PRIVATE WEALTH and CENTRA WEALTH ACADEMY.  CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit License 391237) and trades as CENTRA MONEY. Collectively the above are known as the CENTRA WEALTH GROUP, a business name of CENTRA FINANCIAL PTY LTD.

Centra Wealth Group
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Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.
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