Centrepoint Asset Management was born out of desire FROM some of Australia’s most innovative and successful companies to offer an enhanced financial advisory service to all clients, not just companies or high-net worth individuals.

Centrepoint centralises the architecture of a client’s portfolio with one professional and will subsequently organise and prescribe mandates to selected specialists in the areas of property, shares, mortgages, superannuation and insurance. This encourages alignment and the elimination of competing agenda’s of various professionals.

Our Mission: To overcome life’s challenges is often simple in theory, but rarely executed for an extended period of time, brought about by the distractions of temptation and inherent weaknesses. Centrepoint’s mission is to develop a financial planning business and methodology that strives to overcome these challenges simply and effectively by employing principles of logic and commonsense, by observing changing market conditions, listening to the concerns of clients and employees and effectively communicating our findings in a timely and concise manner.
 
The people at Centrepoint have been chosen for their passion to achieve these principles of logical, user friendly financial planning, having the utmost regard to ethics and compliance, with a demonstrated ability to effectively communicate.
 
A jigsaw puzzle is not complete until each and every piece has been laid in agreeance with all others, as it is with business and the development of financial plans. The task of management is to understand these concepts and apply them to an ever-changing world whilst supporting and empathising with its people in and outside the business.

The Vision: Centrepoint will transform people’s perceptions about financial planning, by avoiding conflicts of interest and restoring faith in the industry by upholding best practice
principles and ethics. People are often confused about the role of the financial planner, because of competing agendas brought about by competing professionals and businesses.
 
Centrepoint will redefine wealth management to the everyday investor.