Account investment options
- Managed discretionary accounts
- Statement of advice
- Self-directed, non-advised accounts
Personal wealth solutions no matter your stage in life.
Who can invest with Centric
Joint Investors
Trusts
Partnerships
Individuals
Companies
SMSFs
Choose the investment approach that fits your goals
Collaborative wealth management
- View external assets held outside Centric
- Group all your accounts under a household
- Allow select financial services representatives to view your account
- View your taxation reporting
Sophisticated investors
If you are a sophisticated investor, Centric may provide access to a range of investments not generally available.