Realise Your Unique Potential
Realise
Your
Unique
Potential
CENTRIC WEALTH ADVISORY LEADS THE WAY AS A TRULY GLOBAL INDEPENDENT WEALTH ADVISORY PRACTICE

We are a privately owned and managed wealth advisory business for prestige clients. Our client-centric approach and fierce independence afford our clients flexibility and choice. Our name comes from our position at the fulcrum of a network of trusted providers who 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.
We help you to realise your full financial potential based on your unique circumstances. Our success is the result of our client-centric advice model, our unparalleled knowledge and independence, and our impeccable customer service.
EXCEPTIONAL RESULTS ARE ONLY ACHIEVED BY UNDERSTANDING THE POTENTIAL OF EACH INDIVIDUAL’S UNIQUE ENVIRONMENT … AND BY BUILDING ON THIS KNOWLEDGE TO PROVIDE EXPERT PERSONAL CARE AND OUTSTANDING RESULTS.

ARE YOU READY FOR AN INVESTMENT AND FINANCIAL GROWTH STRATEGY THAT IS AS UNIQUE AS YOU ARE?

WHAT WE OFFER
01
LIFESTYLE FINANCIAL
PLANNING
We work closely with you and your family to identify, achieve and maintain your desired lifestyle.
02
RETIREMENT
PLANNING
You can rely on us when making the key decisions needed to guarantee the lifestyle that you hope to achieve
03
RISK PLANNING &
ESTATE PLANNING
A carefully considered Will is the cornerstone of any Estate Plan. Our comprehensive risk plan will ensure that you and your beneficiaries can maintain your current lifestyles.
04
OFFSHORE
INVESTMENTS
We’ll show you how to diversify your investments, exposing you to a wide range of markets, sectors and companies that are not available in South Africa.
05
TRUST & ESTATE
ADMINISTRATION
We ensure the deceased’s wishes are honored and assets are distributed efficiently and fairly.
06
FAMILY
OFFICE
Wealth management services tailored for ultra-high-net-worth individuals (UHNWIs) and their families.
GET IN TOUCH WITH SA’S TOP BOUTIQUE WEALTH MANAGER
