The CENTRA WEALTH Group is a boutique financial services business providing strategic advice and investment management services. We hold our own financial services licence directly with ASIC, and because we are not owned by a bank or other institution, you can be sure that your best interests are our only priority. Our specialty is in helping our clients to CREATE, MANAGE, GROW and PROTECT their wealth.We are at the centre of our clients financial wellbeing.....we work closely with their other professionals to ensure that our clients interests are first and foremost. Centra Wealth Group comprises 4 businesses covering Financial Planning, Investments, Loans & Finance and also Education:* CENTRA WEALTH MANAGEMENT: Provides General Investment Advice and Trade Execution services (self-directed and full service) for investors and traders.* CENTRA PRIVATE WEALTH: Provides complete Financial Planning services that covers Superannuation (including Self Managed Superannuation), Personal Insurance, Tax Planning, Investment Advice and Portfolio Administration* CENTRA WEALTH ACADEMY: Provides comprehensive Financial Market Education services - including personalised coaching and mentoring programs and trading and investment support services.* CENTRA MONEY: Provides loan advice and finance solutions for our clients. More than just a mortgage broker, Centra Money also helps its clients create wealth with property.
View Top Employees from Centra Wealth GroupWebsite | http://www.centrawealth.com.au |
Revenue | $1 million |
Employees | 2 (1 on RocketReach) |
Founded | 2012 |
Address | Level 12, 431 King William Street, Adelaide, South Australia 5000, AU |
Phone | +61 8 8231 4709 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Austin Asset, Creative Capital Management Investments LLC (CCMI), Summit Wealth Group, TURNER FINANCIAL GROUP, INC., UNIFIED FINANCIAL SERVICES, LLC |
SIC | SIC Code 616 Companies, SIC Code 61 Companies |
NAICS | NAICS Code 5223 Companies, NAICS Code 52231 Companies, NAICS Code 52 Companies, NAICS Code 522 Companies |
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The Centra Wealth Group annual revenue was $1 million in 2024.
1 people are employed at Centra Wealth Group.
Centra Wealth Group is based in Adelaide, South Australia.
The NAICS codes for Centra Wealth Group are [5223, 52231, 52, 522].
The SIC codes for Centra Wealth Group are [616, 61].