Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023

Company Email Format Management

Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023

Financial Services Rondebosch, Za 9 employees

Employees: 9
Contacts: 1
Emails: 1

centricwealth.co.za LinkedIn

Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Overview

Headquarters: Rondebosch, Za
Website: centricwealth.co.za
Industry: Financial Services
Employees: 9
Founded: 2017
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Intergenerational planning Investment Planning Retirement Planning Risk Planning Behavioral Finance Succession Planning Fiduciary specialist Offshore Investments Employee Benefits Family Office

About Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023

Centric Wealth Advisory is an award winning privately owned and managed wealth advisory business. In 2022 and 2023 we were awarded the Boutique Wealth Manager of the year in the Krutham (formerly Intellidex) Top Wealth Managers and Private Banks survey. In addition, we have been awarded the People's Choice Award over the past four consecutive years between 2021 to 2024. Our client-centric approach and independence affords our clients flexibility and choice. This enables us to position ourselves at the hub of a network of providers that offer trustee, fiduciary and investment management services. Our clients get the benefit of honest and unbiased advice as well as clearly defined and individually tailored investment strategies.

Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Org Chart

Sample employees and titles

Name	Title	Location	Contact
Charles Mc Allister Cfa, Caia, Cfp®, Tep, Fpsa®	Co-founder Centric Wealth Advisory		View
Sean Power Cfp®	Wealth Advisor at Centric Wealth		View
Shireen Losper		Cape Town, Western Cape, South Africa	Email