WHAT WE DO

Financial planning is more than budgeting, saving or having the perfect investment strategy. It’s a process that enables you to achieve your personal goals by accommodating your needs and priorities through the holistic management of your financial affairs. People who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all.

HOLISTIC SERVICE OFFERING

Advice that will shape your future

What do all successful people have in common? Success is about far more than just luck. Successful people have a clear plan, along with focused objectives and strategies to achieve those goals. Our comprehensive financial plan starts by identifying and analysing your financial circumstances, goals, objectives and values. This assists us in developing tailormade planning scenarios – scenarios that will ensure that you achieve your goals. Using these bespoke plans, we continually guide you through each stage of life.

RETIREMENT PLANNING

The financial impact of living longer

As we live longer, more fruitful lives, income planning for several decades of retirement becomes crucial. In order to ensure a long and comfortable life, you will need to plan effectively, efficiently and intelligently. Luckily Centric Wealth Advisory has your back.

RISK & ASSET PROTECTION

It all starts with managing risk

Without personal and business risk cover, even the best strategies can fail. As part of our offering, we compile comprehensive asset and income protection plans for individuals, families and business interests.

OFFSHORE INVESTING

Do it for the right reasons

Investing offshore allows you to spread your investment risk across different economies and regions. But it has to be done right. We specialise in structuring offshore investments to ensure a smooth wealth transition between generations.