Centric Wealth
About the Business
Welcome to Centric Wealth, an institution located at 55 Wentworth Avenue, Kingston, Australia. As an establishment in the finance industry, we are a point of interest for individuals seeking comprehensive wealth management solutions.
At Centric, we simplify the client management process by providing a single platform to manage all investment needs. Our wealth management platform allows you to view portfolios, access a wide range of investment options and products, and generate on-demand reports, among other features. With easy setup, you can quickly add new clients and efficiently manage their portfolios, enabling you to make informed decisions.
Rest assured that Centric takes care of producing clients' statements and generating various reports on demand. Our user-friendly wealth management and reporting tools streamline the client management experience for advisers. Plus, you can try out Centric without the need to transfer your entire portfolio, making it even more convenient.
By using the Centric Platform, advisers can serve more clients, save time, and focus on building stronger client relationships. Our platform is designed to help you achieve your wealth management goals and adapt to the ever-changing marketplace.
Don't just take our word for it. Hear from our satisfied users who have experienced the benefits of Centric firsthand. They appreciate the technology-driven platform that supports clients in the present and future, as well as the cost-competitive nature of our services. Our comprehensive and well-researched investment menu gives advisers the confidence to design client portfolios, no matter how complex. Additionally, our regular training sessions ensure that advisers stay up to date with new platform features, with friendly and helpful support from our training team.
To further assist you in staying informed, we have curated articles and videos on various wealth and investment topics. These resources will help you navigate the ever-changing investment markets and landscape.
Choose Centric Wealth as your trusted partner in achieving your wealth management goals. Experience the convenience, efficiency, and expertise that our platform provides.
Location & Phone number
55 Wentworth Avenue, Kingston, Australian Capital Territory 2604, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of Findex for the past 5+yrs, and wish to post this note in appreciation of their excellent service over the years. Timely, expert advice combined with attention to details, care and respect undoubtedly justify the value for money. Amith Attygalle, Canberra, Australia."
"The staff at Centric/Findex have been very helpful and professional in my dealings with them!"
"On the fourth accountancy experience, Findex successfully became our accountancy business of choice in order to off load our onerous submissions of tax returns. As mature aged customers, we needed integrity, efficiency, honesty and good customer relations accompanied by a reasonable fee structure. Findex met those requirements and more."
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