Centra Wealth Group
level 12/431 King William Street, Adelaide SA, Australia
level 12/431 King William Street, Adelaide SA, Australia
We are a boutique financial services business providing investment advice, financial planning and mortgage broking services.
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What do you love most about your job?
Helping people to make their financial dreams come true
What inspired you to start your own business?
We started our business so that we would not be controlled by a bank or financial institution
Why should our clients choose you?
Its the fact that we work for YOU - not the bank or a financial institution.
We provide good old fashioned "service with a smile" - and we take the time to get to know you, understand whats important to you.
We have the experience and passion to help you reach your goals - because we get a buzz out of seeing you achieve what you set out to and knowing we had a part to play in that!
Can you provide your services online or remotely? If so, please add details.
Yes absolutely - we can meet with you digitally via video call (ZOOM, Skype, Teams, Facetime - whatever you prefer) - and our processes are entirely digital.
What changes have you made to keep your customers safe from Covid-19?
Our office is frequently cleaned
We wipe down our meeting rooms after every meeting
We have mandatory QR Codes for people visiting our office
We allow our clients to have masks on during meetings if they prefer
Investment Advice
Financial Planning
Education
Mortgage Broking
Loan Advice
