ABOUT US
Centric Wealth Advisory was established to counter the growing dominance of corporate based financial advisory practices that do not meet the needs and expectations of clients, who demand and deserve independent advice. We believe that our clients deserve a model that is independent, flexible and offers personal services designed to meet their ever-changing needs.
Our clients are at the heart of everything we stand for at Centric Wealth. We retain our independence to ensure that we give unbiased advice to our clients.
OUR VALUE PROPOSITION
As with most elements of nature and all the forces acting upon them, each of our clients’ lives is unique. We work with our clients to identify their goals, dreams and unique circumstance. Using those as the seeds of potential, we nurture them with knowledge and prudent decisions, helping them to understand the financial implications of their life choices and ultimately actualise their potential.
Each member of our team is committed to serving our clients as unique partners. They achieve this by guiding them towards individual solutions and carefully considered strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build with each and every client.
FPI APPROVED PROFESSIONAL PRACTICE™
Our accreditation as an FPI Approved Professional PracticeTM underlines our commitment to upholding the highest professional standards as well as incorporating international best practices.
Our FPI accreditation and the CFP® designation of all of our Advisors means that we are aligned with the standards and principles of the leading independent professional body for financial Advisors in South Africa: high ethical standards, on-going professional development and a commitment to uplifting the industry as a whole.
OUR CLIENTS COME FIRST
OUR SERVICE IS ALWAYS PERSONAL AND ROOTED IN THE NEEDS OF EACH INDIVIDUAL CLIENT. WE TAKE THE TIME TO UNDERSTAND EACH FACET OF YOUR BACKGROUND, PHILOSOPHY, NEEDS AND OBJECTIVES, THEN PROVIDE YOU WITH THE NECESSARY RESOURCES TO MAKE YOUR DECISIONS CONFIDENTLY.
WE PUT OUR CLIENTS FIRST
The service we provide is always personal and firmly focused on the needs of each individual client. We take the time to clearly understand your background, philosophy, needs and objectives. We then provide the necessary resources to facilitate your decisions.
EXPERT
GUIDANCE
PROACTIVE
We are proactive. Our clients feel confident to live their lives, safe in the knowledge that their wealth advisor will contact them if anything that affects their strategy changes.
NO GIFT
POLICY
Centric Wealth Advisory does not accept or receive any financial interests or gifts from Product Suppliers or Financial Services Providers and endorses a “No Gift Policy” policy, unless accepted during the course of training or presentations.
FEE-BASED
STRUCTURE
Our independent fee-based structure ensures the highest levels of objectivity, integrity and fiduciary responsibility.
CLEAR
COMMUNICATION
Financial advice can be complex, which is why our communication is always clear and transparent. Clarity ensures that you can make more informed decisions.
ACCOUNTABILITY
By taking accountability, we bring order to our clients’ lives and we help to prioritise goals through life transitions.
INDEPENDENCE
We are committed to the principle of independence. By remaining truly independent, we provide unbiased and unrestricted advice.
