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Centric Wealth Group

Overview:

Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.

We know that all of our clients have different financial needs, goals and complexities. In response to this, our advisers work collaboratively with each and every client to provide an individually tailored solution. We provide clients with access to experts across all areas of wealth management so that they get complete financial security. Centric Wealth’s areas of expertise include financial planning, investments, risk insurance, corporate benefit services, lending services, general insurance and family office services.

Clients may access Centric Wealth through offices located in Sydney, Melbourne, Brisbane, Canberra.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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