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Submitted URL: http://centricwealth.co.za/
Effective URL: https://www.centricwealth.co.za/
Submission Tags: falconsandbox
Submission: On October 14 via api from US — Scanned from DE

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 * About
   * Our Value
   * Our Team
   * What People Say
 * What we do
   * Overview
   * Our Advice Process
 * Newsroom
   * Blog
   * In the Media
 * Legal
 * Get in Touch

Menu
 * About
   * Our Value
   * Our Team
   * What People Say
 * What we do
   * Overview
   * Our Advice Process
 * Newsroom
   * Blog
   * In the Media
 * Legal
 * Get in Touch


REALISE YOUR UNIQUE POTENTIAL




REALISE
YOUR
UNIQUE
POTENTIAL





CENTRIC WEALTH ADVISORY LEADS THE WAY AS A TRULY GLOBAL INDEPENDENT WEALTH
ADVISORY PRACTICE




We are a privately owned and managed wealth advisory business for prestige
clients. Our client-centric approach and fierce independence afford our clients
flexibility and choice. Our name comes from our position at the fulcrum of a
network of trusted providers who offer trustee, fiduciary and investment
management services. Our clients get the benefit of honest and unbiased advice
as well as clearly defined and individually tailored investment strategies.

We help you to realise your full financial potential based on your unique
circumstances. Our success is the result of our client-centric advice model, our
unparalleled knowledge and independence, and our impeccable customer service.


EXCEPTIONAL RESULTS ARE ONLY ACHIEVED BY UNDERSTANDING THE POTENTIAL OF EACH
INDIVIDUAL’S UNIQUE ENVIRONMENT … AND BY BUILDING ON THIS KNOWLEDGE TO PROVIDE
EXPERT PERSONAL CARE AND OUTSTANDING RESULTS.

MORE ABOUT US




ARE YOU READY FOR AN INVESTME

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WHAT WE OFFER




01

LIFESTYLE FINANCIAL
PLANNING

We work closely with you and your family to identify, achieve and maintain your
desired lifestyle.


02

RETIREMENT
PLANNING

You can rely on us when making the key decisions needed to guarantee the
lifestyle that you hope to achieve


03

RISK PLANNING &
ESTATE PLANNING

A carefully considered Will is the cornerstone of any Estate Plan. Our
comprehensive risk plan will ensure that you and your beneficiaries can maintain
your current lifestyles.


04

OFFSHORE
INVESTMENTS

We’ll show you how to diversify your investments, exposing you to a wide range
of markets, sectors and companies that are not available in South Africa.

LEARN MORE



GET IN TOUCH WITH SA’S TOP BOUTIQUE WEALTH MANAGER

Name
Email
Number
Message

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GET IN TOUCH


 * 087 292 9371
 * info@centricwealth.co.za

 * 183 Albion Springs, Albion Springs Close,
   Rondebosch, Cape Town,
   South Africa, 7700

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