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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Australia’s millionaires lose their appetite for growth but gain a healthy hunger for advice

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Over half of Australia’s 310,000 millionaires want more financial advice, and are prepared to pay for it, according to the latest Centric Wealth / Investment Trends High Net Worth Investor

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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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Share prices, consumer spending and the GFC

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In this issue we look at share markets in Australia and around the world – how they have fared in the GFC and what may lie ahead as the debt

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New professionalism standards lift the bar on best practice in financial advice

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Centric Wealth has taken the lead in the financial advice industry by releasing its own formalised standards for best practice financial advice. The Centric Wealth Professionalism in Financial Advice Standards

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