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 independent advice. We believe that our clients deserve a model that is independent and flexible and that 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
It goes without saying that each of our clients’ lives is unique. We work with our clients to identify their goals, their dreams and their unique circumstances. Equipped with these seeds of potential, we nurture them with knowledge and prudent decisions, helping our clients to understand the financial implications of their life choices so that they can actualise their potential.
Each member of our team is committed to serving our clients as a unique partner. We achieve this by guiding clients 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 every one of our clients.
FPI APPROVED PROFESSIONAL PRACTICE™
We are an FPI Approved Professional PracticeTM. This underlines our commitment to upholding the highest professional standards and incorporating international best practices into everything we do.
On top of our FPI accreditation , all of our Advisors hold the CFP® designation. Further proof that we are aligned with the standards and principles of the leading independent professional body for financial advisors in South Africa. We stand for unimpeachable ethical standards, ongoing professional development and a steadfast 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 WE PROVIDE YOU WITH THE NECESSARY RESOURCES TO MAKE YOUR DECISIONS CONFIDENTLY.
WE PUT OUR CLIENTS FIRST
The service we provide is always 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 and support to facilitate your decisions.
EXPERT
GUIDANCE
Our wealth advisors have decades of experience between them. As Certified Financial Planners®, we adhere to a strict code of conduct. And our wealth of qualifications and experience empower us to give sound, objective advice.
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.
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. This clarity enables you to 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.
