Do you want to buy and sell shares?
Do you want help with managing your investments?
Do you want investment ideas?
Through Centra Wealth Management* we can manage your investments and superannuation – and also provide general and personal advice on investing or trading in Australian and International shares. Do you need to buy or sell shares? We can assist here too…
*Investment Advisory and Management division of the Centra Wealth Group
Our advice is proactive and dynamic. We are committed to providing exceptional levels of service with integrity.
Our approach is different as we analyse investment markets and opportunities using methods that most other advisory businesses and research houses ignore.
General Investment Advice
Full-Service Advisory and Trading
Trading Platforms
Share Sale Facility
(eg. Estates and Inheritances)
Shares
Options
Fixed Deposits
Initial Public Offerings (IPOs)
Why Choose Us?
The Centra Experience
With so many financial services businesses in Australia promising the world it is hard to know who to trust.
The Centra Experience is all about you and your financial goals. Our dedicated and professional Centra Wealth team are passionate about helping you achieve financial success.
We leverage our experience, qualifications and passion to deliver an outstanding level of service helping you create, grow and protect your wealth and we will work with you on an ongoing basis.
01. Consultation
We will get to know you at an introductory meeting and what you hope to achieve.
02. Research & Strategy
We will review the information provided and research a range of options for you to choose from.
03. Options Presented
We present a range options for you to select and await your instruction to proceed.
04. Implement + Ongoing Review
We implement as agreed and provide ongoing support as required.
Some of our Product & Service Providers
[stockticker]