We go beyond wealth
We offer clarity, foresight, and a steady presence.
Our clients often approach us during pivotal life moments. Whether they are selling a business, planning for succession, entering retirement, or with a desire to change or establish a stronger foundation for their children. In these crucial times, our support extends beyond technical expertise.
Holistic financial management service
For successful, time-poor individuals managing complex or intergenerational wealth, we provide a complete, end-to-end solution. Our service provides clarity for all stakeholders and a customized investment strategy aligned with your goals.
Clarity and Design
Gain confidence with financial outcomes projected beyond your life expectancy, stress-tested for cash flow and lifestyle needs. This empowers lifestyle adjustments, giving you permission to live the life you want.
Portfolio Construction
We construct investment portfolios that are directly aligned with your family’s goals and financial objectives. This includes targeted exposure across Australian and global equities, as well as residential, commercial, and industrial property. Each allocation is driven by strategy, risk tolerance, and the outcomes you're aiming to achieve.
Ongoing Insight
We actively adjust your portfolio as markets shift and your goals evolve. From changing life stages to new priorities, we keep your strategy optimised and on track. Every detail is managed by our team with precision and care.
Clarity sessions
For those feeling stuck or uncertain about their financial direction, we dispel misconceptions and highlight effective strategies. You gain clear options, a financial snapshot, and modelled cash flow to visualise comfort. It's about moving from uncertainty to action, ideal for comprehensive one-off plans.
Investment only service
Bespoke investment management ($1.5M+ minimum) focusing on diversified portfolios tailored to your goals. We proactively adapt to global trends and innovation for prudent growth, continually monitoring and adjusting to optimise opportunities and mitigate risks.
HEAR IT FROM OUR CLIENTS
"We initially thought our financial structures were just complex. Centurion showed us how they could work for us, not against us.”
Your bespoke journey to financial empowerment
At Centurion Private Wealth, your journey to financial clarity and lifestyle alignment is collaborative, transparent, and meticulously designed. We ensure you feel understood, supported, and confident at every step.
Phase 1
The discovery conversation
This initial session uncovers your needs, goals, vision, hurdles, and desires. We listen intently, helping identify possibilities and determining if our lifestyle-first approach is the right fit.
Phase 2
Agreement
After Discovery, we’ll send through a clear and straightforward engagement document. It outlines everything you need from our scope to the initial and ongoing fees.
Phase 3
Strategy
Our tailored strategy delivers solutions by showcasing our value, expertise, unique approach, and the financial projections that demonstrate your goals are achievable.
Phase 4
Seamless implementation & execution
We begin by addressing your highest priorities first. For ongoing clients, our team handles the practical steps, from asset structuring to working alongside any accountant or legal adviser where needed.
Phase 5
Evolving partnership & continuous optimisation
Life changes, and so does your plan. Through regular reviews, we fine-tune your strategy, align with updated goals, and stay ahead of life’s curveballs. We keep things organised, validate your direction, adjust where needed, and celebrate the wins along the way.
Your bespoke journey to financial empowerment
At Centurion Private Wealth, your journey to financial clarity and lifestyle alignment is collaborative, transparent, and meticulously designed. We ensure you feel understood, supported, and confident at every step.
Your bespoke journey to financial empowerment
At Centurion Private Wealth, your journey to financial clarity and lifestyle alignment is collaborative, transparent, and meticulously designed. We ensure you feel understood, supported, and confident at every step.
The discovery conversation
This initial session uncovers your needs, goals, vision, hurdles, and desires. We listen intently, helping identify possibilities and determining if our lifestyle-first approach is the right fit.
Agreement
After Discovery, we’ll send through a clear and straightforward engagement document. It outlines everything you need from our scope to the initial and ongoing fees. In plain language, with real people in mind.
Strategy
Our tailored strategy delivers solutions by showcasing our value, expertise, unique approach, and the financial projections that demonstrate your goals are achievable.
Seamless implementation & execution
We begin by addressing your highest priorities first. For ongoing clients, our team handles the practical steps, from asset structuring to working alongside any accountant or legal adviser where needed.
Evolving partnership & continuous optimisation
Life changes, and so does your plan. Through regular reviews, we fine-tune your strategy, align with updated goals, and stay ahead of life’s curveballs. We keep things organised, validate your direction, adjust where needed, and celebrate the wins along the way.
Explore our approach to partnering with you, below.
The future isn’t predicted. It’s designed.
CONNECT WITH US