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Who is Centric Wealth?

Published in Australian Family Office 2 mins read

Centric Wealth is a family office based in Australia, established in 2002, specializing in comprehensive wealth management and investment solutions for its clients.

Understanding Centric Wealth

Founded over two decades ago, Centric Wealth has positioned itself as a key player in the Australian financial landscape, catering to the needs of individuals and families seeking expert guidance in managing and growing their assets. As a family office, it provides a tailored approach to financial services, often encompassing a broader range of needs beyond typical investment advice.

Key Characteristics of Centric Wealth

To better understand Centric Wealth, consider the following attributes:

  • Type of Organization: It operates as a family office, which implies a comprehensive and personalized approach to financial management, often serving high-net-worth individuals and their families.
  • Geographic Focus: Centric Wealth is specifically based in Australia, indicating its primary operational focus and client base are within this region.
  • Founding Year: Established in 2002, it brings over two decades of experience in the financial services sector.

Services Offered

Centric Wealth's core offerings revolve around two primary areas:

  1. Wealth Management: This service typically involves a holistic approach to a client's financial life, including financial planning, tax planning, estate planning, and philanthropic advice. The goal is to preserve and grow wealth across generations.
  2. Investment Solutions: Centric Wealth provides tailored strategies and access to various investment opportunities, aligning with clients' financial goals, risk tolerance, and long-term objectives.

For more information regarding financial institutions and their profiles, resources like Private Equity International can offer insights into the industry landscape.

Centric Wealth at a Glance

Attribute Detail
Type Family Office
Location Australia
Founded 2002
Core Services Wealth Management, Investment Solutions
Client Focus Individuals and families

Wealth Management Firm