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Allison Dunn Email
National Relationship Manager . Centric Wealth
Sydney,
Locationa***********@centricwealth.com.au
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Centric Wealth, part of Findex, is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed. Clients may access Centric Wealth through offices located in Sydney, Melbourne, Brisbane, Canberra. We know that all of our clients have different financial needs, goals and complexities. In response to this, our advisers work collaboratively with each and every client to provide an individually tailored solution. We provide clients with access to experts across all areas of wealth management so that they get complete financial security. Our areas of expertise include financial planning, investments, superannuation, risk management and insurance, and lending services. We operate using a completely transparent fee structure. Our fee-for-service model ensures that our clients know exactly what they are paying for and can understand the value of advice. Our approach and investment capability structure give our clients unrivaled access to a unique service and product offering. Our aim is to find the right solution for each client. We are careful not to over promise, instead focusing on balancing return with a risk managed approach tailored to suit the individual.Centric Wealth Address
Level 9, 60 Castlereagh StreetSydney, null
AUS