Centra Wealth Group - Financial Planning, Investments, Advice
431 King William Street, Adelaide, South Australia, Australia
About Centra Wealth Group - Financial Planning, Investments, Advice
Welcome to Centra Wealth Group - Financial Planning, Investments, Advice! Located on King William Street in Adelaide, Australia, we are a trusted institution that specializes in accounting, establishment, finance, and are a point of interest for individuals seeking expert financial guidance.
As the number of retired Australians continues to increase, the demand for retirement advice is also surging. At Centra Wealth Group, we understand that regardless of where you are on life's journey, good advice is always valuable. Our team of experienced professionals is dedicated to helping you navigate the complexities of retirement and achieve your financial goals.
Gone are the days when retirement meant simply setting a date and leaving the workforce. Nowadays, people with choice often opt for a phased retirement, gradually reducing work hours or taking breaks before returning to work. We believe that careful planning is essential to make this transition successful, whether you want to pursue other hobbies, travel, or continue working part-time.
When it comes to retirement planning, it's important to consider long-term asset class returns. According to Vanguard's How Australia Retires survey, those who are most confident about their retirement take deliberate steps to prepare, including making informed investment decisions. At Centra Wealth Group, we can provide you with the expertise and guidance you need to navigate the investment landscape and make informed choices for your retirement savings.
If you have extra income and are wondering how to invest in a volatile market with rising interest rates, we can help. Our team of financial professionals will assess your specific situation, taking into account factors such as interest rates, taxes, and investment outlook, to provide personalized advice tailored to your needs.
Investing can be an emotional journey, and it's important to acknowledge and manage those emotions to ensure your investments work for you. At Centra Wealth Group, we can help boost your investing confidence by providing strategies and guidance to navigate market fluctuations and make informed decisions.
Exchange Traded Funds (ETFs) have become increasingly popular among investors due to their low cost and accessibility. We can help you incorporate ETFs into your investment portfolio, whether as a stable core or as diversifiers, to achieve your financial objectives.
As a new financial year begins, it's the perfect time to get your financial affairs in order. Our team at Centra Wealth Group can assist you in tidying up your paperwork, assessing your portfolio, and addressing any outstanding financial issues, ensuring you start the year on the right foot.
Understanding how your superannuation works and maximizing its potential is crucial for achieving the retirement lifestyle you envision. When considering switching your super fund, it's important to evaluate your investor profile and align it with your desired approach. Our experts can guide you through this process and help you make informed decisions.
At Centra Wealth Group - Financial Planning, Investments, Advice, we are committed to providing exceptional financial services and helping you achieve your financial goals. Contact us today to schedule a consultation and embark on your journey towards financial success.
Photos of Centra Wealth Group - Financial Planning, Investments, Advice
Level 12/431 King William St, Adelaide SA 5000, Australia
Opening hours of Centra Wealth Group - Financial Planning, Investments, Advice
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Centra Wealth Group - Financial Planning, Investments, Advice
"Zac & Jesse did such an amazing job assisting me with my loan and obtaining a full approval in a very timely manner. They were hands on, chased up the appropriate parties, and pushed it through very quickly. They introduced me to different professional contacts, and assisted with everything. I am a Real Estate agent also, and have recommended Zac & Jesse to my clients, and they have helped assist them with their finances, all of which have come back and said they had an exemplary experience. These guys are great."
"Zac, Mickal and David have all been brilliant and have given me confidence to buy my first investment property - it settled yesterday - Special thanks to Mickal for your patience with the multitude of questions from me. Pene :-)"
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