Centra Wealth Group
Financial Services - Adelaide, South Australia, Australia
Centra Wealth Group Employees
Centra Wealth Group Details
The CENTRA WEALTH Group is a boutique financial services business based in Adelaide. We hold our own financial services licence, and we are privately-owned - meaning that we work for our clients, not an institution.Our specialty is in helping our clients to CREATE, MANAGE, GROW and PROTECT their wealth.We are at the centre of our clients financial wellbeing.....we work closely with their other professionals to ensure that our clients interests are first and foremost. Centra Wealth Group comprises 4 businesses covering Financial Planning, Investments, Loans & Finance and also Education:* CENTRA WEALTH MANAGEMENT: Provides General Investment Advice and Trade Execution services (self-directed and full service) for investors and traders.* CENTRA PRIVATE WEALTH: Provides complete Financial Planning services that covers Superannuation (including Self Managed Superannuation), Personal Insurance, Tax Planning, Investment Advice and Portfolio Administration* CENTRA WEALTH ACADEMY: Provides comprehensive Financial Market Education services - including personalised coaching and mentoring programs and trading and investment support services.* CENTRA MONEY: Provides loan advice and finance solutions for our clients. More than just a mortgage broker, Centra Money also helps its clients create wealth with property.
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