Don’t risk life insurance claim being rejected in bid to save time or money

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Smallest of details can result in insurance claims being rejected: Centric Wealth Buying life insurance online may seem an efficient way of buying life insurance, but for many policy holders

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Review investment structures when circumstances change; says Centric Wealth

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Managing and protecting assets an essential part of the financial planning process Investors looking to maximise the effectiveness of their assets need to ensure they are being held and managed

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Self control of Super not the answer for all; says Centric Wealth

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Implications for retirees and government if SMSF trustees get it wrong Leading Wealth Management firm, Centric Wealth, today said the growth of self managed super funds (SMSFs) could cause problems for retirees

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Centric Wealth: value not price is key to satisfied clients

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Centric Wealth has said that recent feedback from its clients indicated that a demonstration of value and capital security are more important than price when judging the overall value of

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Centric Wealth board welcomes Bonnie Boezeman AO

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Centric Wealth today announced that Bonnie Boezeman has joined its board of directors. Chairman, David Shein, said Ms Boezeman’s considerable business expertise will be highly valued by the Group. “Bonnie

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Centric Wealth strengthens ACT presence

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Centric Wealth today announced the addition of Sean Ryan to its Canberra team, further strengthening its presence in the ACT.  The announcement follows the appointment of Sara Caggiano in late

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Centric Wealth names new head of Melbourne

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Centric Wealth today announced that Brisbane-based Celia Carroll has  been appointed State Manager, Victoria and has relocated to their Melbourne office. CEO Phil Kearns said he was very pleased Ms

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SMSF trustees bearing increased risk burden

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Centric Wealth today said the burden on self managed super investors was becoming unwieldy and leaving many at risk of being underinsured. According to Centric Wealth, one of Australia’s leading

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Phil Kearns appointed CEO at Centric Wealth

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Centric Wealth, one of Australia’s leading wealth advisory firms, announced the appointment of senior Investec Bank executive, Phil Kearns, as its new Chief Executive Officer. Mr Kearns will commence with Centric

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‘Next Generation’ of financial advice shows industry the way ahead

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Leading wealth advisory firm Centric Wealth today announced an integrated new portfolio management approach that represents a step change in the delivery of professional financial advice in Australia. Years in

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