Our Services

Centre Capital offers a broad range of services and is appropriately qualified through Australian Financial Services Licensee Centre Capital Securities Pty Ltd to give advice in the following areas;

Centre Capital Services

Tax optimisation

Are you aware of the latest strategies to reduce the tax you pay? By constantly being aware of your ongoing situation we can become more proactive in managing your tax burden.

Investment advice

Are you aware of the range of investment opportunities that could increase your wealth while managing your risk? We can introduce you to a range of these options and recommend those of greatest benefit to your individual situation. These could include:

  • commercial property trusts
  • higher yielding investments
  • superannuation including private funds with a wide range of investment choice
  • share market investments
  • specialised boutique fund managers
  • hedge and private equity investments

 Retirement planning

Will your current retirement plan allow you to retire with the lifestyle you enjoy now? Would you like to explore ways to maximise your retirement income and protect your wealth?

Investment loans

Would you like to learn about the latest approaches to structuring loans, including how to minimise expenses and maximise benefits? In addition we have access to a wide range of home loans, investment loans, special purpose lending and business finance. We will find the loan that best meets your requirements but more importantly advise you on a strategy that will focus on increasing your overall wealth.

Risk management

What protection do you currently have in place to cover your family or business from unforseen loss? In the event of death, injury or illness you need to adequately provide for mortgage costs and other living expenses. We can assist you to develop a strategy to protect your most valuable asset, you.

Estate planning

Wealth can easily be lost across generations if the right decisions are not made to properly transfer and protect wealth.

Business succession

Business succession is often overlooked. How will your business survive if you are not there? What tax consequences will you face if you sell your business? We can ensure the right strategy is implemented to allow for such considerations.

 

Whilst we have a small experienced team of advisers we have access to a wide range of research and expertise to ensure our clients remain ahead of the game. We also have relationships with an extensive range of professionals to ensure we are providing an integrated holistic service for the client and can complement advice in the following areas;

  • Accounting
  • Legal Services
  • Portfolio Services
  • General Insurance