Phil Kearns to depart as Chief of Centric Wealth

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The recently acquired Centric Wealth announced yesterday that Phil Kearns will be departing as CEO on 30 June 2014. Centric Wealth was acquired by Findex Australia Pty Ltd (Findex) in

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Centric Wealth says estate planning central issue for same sex couples

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Financial planning and estate planning just as important for same sex couples as it is for more traditional unions. Centric Wealth has said that even without recognised gay marriage, there

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Aged-care complexity continues, despite government reforms

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Centric Wealth says bonds now creating most confusion for elderly and their families Leading wealth management advisory firm, Centric Wealth, today said that despite the Federal Government’s Living Longer Living

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Financial Index Wealth Accountants to acquire Centric Wealth

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Deal creates one of Australia’s largest non-aligned financial advisory businesses, with over A$7.6bn funds under advice Financial Index Wealth Accountants (“FIWA“ or “Findex”) has entered into a Bid Implementation Agreement

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Why living longer means you need to plan more effectively

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Because most people tend to under estimate how long they are going to live, very few are able to effectively plan their financial affairs for the duration of their life.

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Complex income & assets tests at risk of impeding care for aged parents

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Complex aged care rules putting financial strain on families: Centric Wealth Leading wealth management firm, Centric Wealth, today said that the current cost of aged care services, combined with complex

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Centric Wealth DHA Fund wins PIR Unlisted Fund of the Year

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Andrew Mehrtens leads offer of Residential Housing funds to institutional and retail investors Wealth management firm, Centric Wealth and its partner DHA, have been awarded a prestigious award by Property

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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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