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
2013 Financial Health Check?
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.
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.
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.
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.