Wealth Management Australia

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Capital & Centric Consulting is a private wealth management company offering a holistic, long-term approach to wealth creation and preservation. Our wealth management services are highly tailored and require our wealth planners to establish a deep understanding of your current situation and ambitions for the future. Since every one of our private wealth management clients is unique, the services you require will depend on your situation and financial objectives, but would typically include a mix of investment management, financial planning, superannuation and retirement planning, estate planning, aged care advice, and insurance advice.

 

Private Wealth Creation

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A key component of our full wealth management service is often the creation of a tailored financial roadmap and investment strategy. Prepared by your wealth adviser, this document provides a solid foundation for future financial decision making and helps provide the confidence and peace-of-mind that comes with knowing you’re on track to achieve your goals, while being prepared for life’s unexpected twists.

Our private wealth consultants are some of the bests in the business and work closely with our highly respected team of in-house research analysts. As an international wealth management firm, we combine local expertise with global reach to provide our clients with unique market commentary and insights.

 

Our Wealth Management Approach

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Our goal is to build and protect your wealth by designing a customized portfolio with a sophisticated mix of investments, diversified across and within asset classes. But first, we need to develop a thorough understanding of who you are and where you’re headed.

 

1. Understand

Your situation, goals and tolerance to risk

As your partners in wealth management, it’s essential we get to know you before we offer any advice. We’ll ask questions about your family, your current financial situation, your cash flow needs, your goals and ambitions, and the level of service you require from us. As all financial strategies involve some level of uncertainty, we’ll also discuss your attitude towards risk. Your answers will help us build a solid foundation on which to structure our advice.

 

2. Advise

On an appropriate investment strategy

Armed with the information you’ve provided, your wealth adviser will carefully consider your investment objectives and, where appropriate, engage our team of wealth management specialists for additional input. keeping your personal financial goals front-of-mind, they’ll evaluate your options and prepare a detailed statement of advice that clearly outlines their strategic recommendations. This document would typically be presented and explained to you in a face-to-face meeting.

  

3. Explore

Opportunities to add value to your financial planning

In addition to a tailored investment strategy, and with your permission and input, your wealth adviser will also look for opportunities to further optimize your financial planning strategies. This might involve a review of your retirement planning, estate planning and/or insurance strategies with a view to offering advice on how they could be improved.

 

4. Collaborate

On the management of your portfolio

Having agreed and implemented your investment strategy, our wealth management team can now partner with you in managing and administering your portfolio. Acting as the mail-house for your investments, we take care of all the paperwork relating to the management of your portfolio, keeping you informed of opportunities and announcements as they occur. When it comes to tax time, we’ll provide your accountant with everything they need to know about your investments in a comprehensive end of financial year tax report. Throughout the process, your wealth adviser collaborates with you on the management of your portfolio and is always on hand to answer any questions you have. They’ll contact you, as required, with investment opportunities and to discuss the management of your account.

 

5. Review

Your strategy as your circumstance’s changes

To keep you on track to achieving your goals, your wealth adviser can formally review your portfolio with you at agreed intervals. They can talk with you to see if your circumstances or objectives have changed since your last review and may recommend adjustments to your investment strategy or asset allocation. They can also do a health check of your broader financial planning needs, to ensure they’re still being met.

 

Grow your wealth your way

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Everyone is different. And the way you approach your finances will be determined by your individual circumstances, your goals and even your personality. That's why our advisers are good listeners. We get to know you and understand your needs. Then we customize a solution you can rely on.

 

Our Private Wealth Services

 

Professionals

When your time poor, it’s important to invest in an adviser relationship that can pay dividends. At Capital & Centric Consulting,  we work hard to get you the best return on the hours you invest with us. We focus on your priorities and what you’re trying to achieve in life. And we co-ordinate with your other advisers so your plans can be actioned and managed efficiently.

 

Insurance Advice

The Capital & Centric Consulting team can help you plan for the unexpected, ensuring that funding is in place when issues come out of left field. We’ll review your current and future requirements and develop a customized strategy to help keep your life on track, no matter what.

 

Our experienced risk Advisers will ensure funding is in place to allow your most important asset to continue to trade, should one of the key stakeholders in the business experience an unplanned event, such as illness, death or disability. Remember, a reliable insurance plan is essential when issues arise that are out of your control.

 

Business Owners

Capital & Centric Consulting can help you and your family to grow and protect your business. We can give you options for making your money make money. We can also help you to plan for retirement and work with your other advisers to create a business structure that can be less reliant on your leadership in the future.

 

Succession Planning

Succession planning can be a challenging and emotional process, which is why many people leave it to the last minute or simply don’t address it at all. At Capital & Centric Consulting, we understand that your wishes are personal, unique and sometimes complicated. We’ll develop a strategy designed to achieve the best outcome for all involved.

 

Retirement Planning

We’ve all heard the old saying – failing to plan is planning to fail. At Capital & Centric Consulting, we understand you need someone you can trust to help plan your future. Our Advisers will take the time to understand your goals, needs and ‘comfort’ levels, so we can customize a solution for your retirement.

 

Estate Resolution

At Capital & Centric Consulting we work with estate lawyers and their clients as part of a collaborative team that can help provide greater clarity around estate conflicts. Our ability to model various scenarios helps everyone to see different ways that disagreements can be resolved.

 

Expat Advice

Working as an expat can be a rewarding and enjoyable experience. At Capital & Centric Consulting, our advisers understand the intricacies of expat tax rules, so we can help you take advantage of financial opportunities to maximize your wealth, now and in the future.

 

NFP Organizations

We've worked with several charities and not-for-profit organizations who are at a crossroads when it comes to investment. We have helped them to develop a more robust investment strategy for the future and provided the education and support the board needs to act with confidence.

 

Trust Account

Our legal pack is prepared by Capital & Centric Consulting, specialists in corporate law and Australia’s leading and award-winning legal service provider. Our package consists of:

 

• Your Discretionary Trust Deed, fully customized based on your answers application process

• Instructions on what to do next including stamping and opening a bank account

• Trust Schedule

• Memorandum of Wishes (If required) with instructions

• Minutes for corporate trustees (If required) with instructions

• Documents are delivered in PDF format with the option to download DOC, DOCX, RTF versions from our client area.

 

Superannuation

Our experienced team can advise individuals and business owners on effectively leveraging the tax concessions afforded to superannuation.

We provide investment and superannuation advice and administration services for:

 

• Self-managed superannuation funds

• Corporate superannuation plans

• Personal superannuation plans

 

As you approach retirement, our team at Capital & Centric Consulting can offer support and advice to access superannuation tax-effectively using pensions.

 

We are well positioned to advise people on their superannuation arrangements, and to give personal effective investment advice regarding superannuation.

 

Through our investment advice and administration services, we provide clients with detailed monthly investment performance reports.