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The Centra Wealth Group - The CENTRE of your Financial Wellbeing.

The CENTRA WEALTH Group is a financial services business that provides financial planning, investment advice and also loan and finance arranging services.

We provide a complete range of specialist financial services including:

FINANCIAL PLANNING

  • Personal Advice for Investing in: 
    • Shares
    • Fixed Deposits 
    • Managed Investments 
    • Property 
  • Portfolio Management  
  • Superannuation Advice
  • Self Managed Super Funds
       (SMSFs) 
  • Personal Insurance
  • Tax Planning
  • Portfolio Reporting and  Administration services

INVESTMENT ADVICE

  • General Investment and Trading Advice for: 
    • Shares
    • Options
    • Contracts for Difference (CFDs)
    • Fixed Deposits
    • Debentures
    • Initial Public Offerings (IPOs)
    • Property
    • Managed Investments
  • Full-Service Advice and Trade Execution
  • Trading Platforms
  • One-off Share Sales
  • Personal Budgeting and Money Management

EDUCATION & TRADING SUPPORT SERVICES

  • Education Programs  
  • Short Courses
  • Individual Coaching and Mentoring services 
  • Market Insights Webinars
  • Trading & Investment Reports featuring our Model Trading and Investment Portfolios  
  • Short & Medium Term SMS Trading Signals 
  • Live Trading Workshops
  • Market Analysis Software
  • Financial Market Data

LOAN & FINANCE SERVICES

  • Home Loans
  • Car Loans
  • Investment Loans
  • Construction Loans
  • Plant & Equipment Finance
  • Debt Refinancing
  • Personal Budgeting

Please feel free to contact us

Phone: 08-8231 4709 or

Email  info@centrawealth.com.au

www.centrawealth.com.au

 

 

 

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