Realise Your Unique Potential

Realise
Your
Unique
Potential

CENTRIC WEALTH ADVISORY LEADS THE WAY AS A TRULY GLOBAL INDEPENDENT WEALTH ADVISORY PRACTICE

Centric Wealth Advisory is a privately owned and managed wealth advisory business for prestige clients. 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.

We help you actualise your full financial potential based on your unique circumstances. We do this by way of our client-centric advice model, expert knowledge and independence, and 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

Lifestyle Financial Planning helps you to identify, achieve and maintain your desired lifestyle.

02

RETIREMENT
PLANNING

Retirement Planning covers the key decisions that you will need to make when looking ahead to the lifestyle that you hope to achieve.

03

RISK PLANNING &
ESTATE PLANNING

Having a Will is the cornerstone of any Estate Plan. A comprehensive risk plan ensures that you and your beneficiaries can maintain your current lifestyles.

04

OFFSHORE
INVESTMENTS

Offshore investing allows you to diversify your investments, exposing you to a significantly wider range of markets, sectors and companies that are not available in South Africa.

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