We work with our clients to identify their personally held values and underlying motivations for their goals.

Why us?

A holistic view

We know money is a means to an end, not an end in itself. That’s why we take a holistic view of your life and your finances, including aspects like estate planning that you may have overlooked. Even if you engage us for advice on a specific transaction, we’ll always consider the bigger picture.
 

A partnership for life

Once your personalised plan is up and running, we’ll continue to work in close partnership with you and your family to make sure you stay on track. We’ll also collaborate with your other professional advisers, such as your personal banker and your accountant, to provide complete financial care. Our aim is to create a partnership for life, so you can be confident you’ll always have expert support.
 

A disciplined investment process

We follow a proven process to develop and implement your customised strategy, designed to give you the optimal balance between risk and reward.

Define, Act & Achieve

In today’s uncertain global environment, it takes fresh thinking and astute planning to protect and grow the wealth you’ve worked so hard to build. We define your objectives and act on implementing the best strategies to help you achieve them. At Centralwealth we combine the best research, the best people and the best strategies to help you build on your success. 

General Advice Warning The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please contact us for personal financial advice prior to acting on any information within this or any affilated websites. Financial Planning Services provided by Michael Grech & Hobsons Bay Financial Planning Pty Ltd ABN  30 421 286 408  trading as Central Wealth Financial Planning are Authorised Representatives GWM Adviser Services Limited Australian Financial Services Licensee. GWM Adviser Services Limited ABN 96 002 071 749 trading as Garvan Financial Planning, an Australian Financial Services Licensee and has its registered office at 105 – 153 Miller Street North Sydney NSW  2060, a member of the National Australia Group of companies. Mortgage Broking Services provided by Michael Grech & Central Wealth Mortgage Brokers Pty Ltd ATF Central Wealth Mortgage Brokers Unit Trust ABN 50 366 282 741 Credit Representative 405646 Authorised Representatives of Connective Credit Services Pty Ltd ABN 51 143 651 496 Australian Credit License Number 389328