Welcome
Welcome to Centre Capital. Our focus is on the creation and protection of your wealth, for life.
Whether looking for the right investment advice, advice on super funds, including DIY Superannuation or Self Managed Superannuation, personal insurance or how to get started with your first home loan, Centre Capital can help.
We offer financial planner services in the local areas of New South Wales, including Sydney, Central Coast, Newcastle and Tamworth. We work in partnership with our clients to provide advice to help you meet your individual financial goals and objectives.
Have you scheduled your
2018 Financial Health Check?
Call 1300 132 214 or send us a note at edward@centrecapital.com.au for a suitable time
- 25-35 Year Olds
- 35-45 Year Olds
- 45-55 Year Olds
- 55-65 Year Olds
- 65 Years Plus
25to35
Things to
think about
What Centre
Capital can do
This is a critical point in your financial journey. Consolidate future wealth and security by asking yourself the right questions and making the right decisions.
Where do you want to be in 20 to 30 years?
Do you have the systems in place to achieve your goals?
What is your most valuable asset and is it protected?
Are you aware of the smartest ways to save for property?
Are your income and investments tax-effective?
Will your superannuation ensure you a comfortable retirement?
The right financial advice will set you on the path to success.
Centre Capital can assist with the development, implementation and review of your financial strategy to make your dreams a reality.

We can help you
make it happen.
Email
advice@centrecapital.com.au and make a complimentary appointment or telephone hook up.
35to45
Things to
think about
What Centre
Capital can do
Family, career, mortgage, health - retirement is possibly the last thing on your mind, yet now is the time to prepare for the end of your income.
Where do you want to be in 10 to 20 years?
Are your most valuable assets – your income and family – protected?
What is your strategy for paying off your mortgage quickly and easily?
Are you paying more than you need to in tax?
Has your super been structured to reap the benefits of compound interest?
Are you taking advantage of a self-managed super scheme?
Centre Capital can assist with the development, implementation and review of your strategy.
We will leave no stone unturned in developing a financial strategy that will allow you to realise your goals.

We can help you
make it happen.
Email
advice@centrecapital.com.au and make a complimentary appointment.
45to55
Things to
think about
What Centre
Capital can do
The right tactical decisions are now crucial to protect all that you have achieved and to ensure that yours will be a comfortable retirement.
Are you almost on top of your mortgage and if not, how can this be achieved?
Are you paying more than you need to in tax?
Has your super been structured to reap the benefits of compound interest?
Are you taking advantage of a self-managed super scheme?
What can you do now to secure your financial future?
How do you plan to achieve a comfortable retirement?
Centre Capital can assist with the development, implementation and review of your strategy.
Work with us to get your super in order. Ensure you're not paying more than you need to in tax, and make sure your most valuable assets are protected.

We can help you
make it happen.
Email
advice@centrecapital.com.au or ring 1300 132214 and make a complimentary appointment.
55to65
Things to
think about
What Centre
Capital can do
You are winding down your career and your kids have grown up. Are you equipped with the financial know-how to support your lifestyle during retirement?
What estate planning requirements do you have in place?
Will you be able to help the kids financially?
Are you paying more than you need to in tax?
Can your superannuation and investments now replace your wage?
Can you continue to live in the manner to which you are accustomed?
Now is the time to enjoy your lifestyle – not curb it!
Centre Capital can review your strategy to give you the best chance of setting yourself up for retirement.

We can help you
make it happen.
Email
advice@centrecapital.com.au and make a complimentary appointment or telephone hook up.
65+
Things to
think about
What Centre
Capital can do
Welcome to your retirement. Do you now have the luxury to indulge in your interests? How can you get the most out of what you have worked so hard to achieve?
Are you paying more than necessary in tax?
Have you implemented a self-managed super-fund?
How can you ensure that your income grows?
How can you prevent eating into your capital?
What estate planning requirements are in place?
How can you help the kids – and grand kids?
Centre Capital can assist with the development, implementation and review of your strategy.
We will help you make sure that your retirement is all that it can be.

We can help you
make it happen.
Email
advice@centrecapital.com.au or ring 1300 132214 and make a complimentary appointment.
Centre Capital Securities Pty Ltd
ABN 45 123 011 389
AFSL 317799
The advice provided on our website is general advice only and we have not considered your personal circumstances. Before making any decision on the basis of this advice you should consider if the advice is appropriate for you based on your particular circumstances.