End to end wealth management for investors

Key Platform Features

To support you in achieving your wealth and investment goals, we developed a cutting-edge platform that enables the best outcomes and efficiencies.

Centric features

Cash solution

Centric Cash is integral to your account and creates a fully functional cash solution when linked to a paired cash management account.

Centric features

Complete wealth view

View all of your investments, assets, debt and liabilities in one centralised tool - anytime, anywhere.

Centric features

Dynamic tools

Access portfolio management tools, consolidated and diverse reporting, and a range of other dashboard features.

Centric features

Dedicated support

Australian based contact centre, along with 24/7 online access to your document and resource libraries.

Fee calculator

Fee calculator

We offer a flat management fee and competitive interest rates. See how Centric could benefit you by calculating your expected costs and interest.

Calculate my fees

Why Centric

VALUE
  • Flat fee based pricing
  • Cost efficiencies and transparent fees
  • Direct mandate investing through managed discretionary accounts
  • Optional cash management account with rich transaction functionality
  • High interest margins on Centric Cash and cash management accounts
  • Access to diversified portfolios

CHOICE
  • Broad range of investment and contribution options
  • Supports multiple products across wealth landscape
  • Choice of accounts for advised and self-directed investing
  • Growing range of established partners and providers
  • Select from multiple methods to optimise tax outcomes

TRUST
  • Driven by market and industry leaders
  • Secure multi-factor authentication technology
  • Data advantage: transparent, compliant and accessible
  • Comprehensive fintech platform
  • Securely share read-only access with select financial representatives

CONVENIENCE
  • Efficient, intuitive and easy to use
  • Flexible options, features and tools
  • Live transfers and real-time access
  • Dedicated contact centre with both phone and online support
  • Complete wealth view and reporting easily available online

About Us
Personal Solutions