The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services.
We hold our own financial services licence directly with ASIC, and because we are not owned by a bank or other institution, you can be sure that your best interests are our only priority.
Our specialty is in helping our clients to CREATE, MANAGE, GROW and PROTECT their wealth.
We are at the centre of our clients financial wellbeing.....we work closely with their other professionals to ensure that our clients interests are first and foremost.
Centra Wealth Group comprises 4 businesses covering Financial Planning, Investments, Loans & Finance and also Education:
* CENTRA WEALTH MANAGEMENT: Provides General Investment Advice and Trade Execution services (self-directed and full service) for investors and traders.
* CENTRA PRIVATE WEALTH: Provides complete Financial Planning services that covers Superannuation (including Self Managed Superannuation), Personal Insurance, Tax Planning, Investment Advice and Portfolio Administration
* CENTRA WEALTH ACADEMY: Provides comprehensive Financial Market Education services - including personalised coaching and mentoring programs and trading and investment support services.
* CENTRA MONEY: Provides loan advice and finance solutions for our clients. More than just a mortgage broker, Centra Money also helps its clients create wealth with property.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Level 12, 431 King William Street,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- centrawealth.com.au
- Keywords
- Financial Planning & Investment Strategies, Investment Advice, Portfolio Management & Administration, Financial Market Education, Trading & Investment Support Services, Mortgage Broking, investment management, shares, retirement income.
- HQ
- Adelaide, SA
Centra Wealth Group Questions
Centra Wealth Group's website is centrawealth.com.au
Centra Wealth Group's LinkedIn profile is https://au.linkedin.com/company/centrawealth
Centra Wealth Group has
2 employees.
View email and phone details for 2
employees at Centra Wealth Group.
Centra Wealth Group's industry is
Financial Services
Centra Wealth Group's top competitors are
Azari Financial Advice,
Plus 7 Financial Management,
Wealth Creation Advisors,
Bluerocke Investment Advisors Pty Ltd,
The Meat & Wine Co,
Centra Money,
Quantara Asset Management,
Paradigm Advice,
Precision Wealth Advisers Pty Ltd,
Bam Financial Planning.
Centra Wealth Group's categories are Financial Services
Centra Wealth Group's founding year is 2012
