WHAT DO WE DO? WE MAKE LIFE EASY – ONE ADVISER TO DESIGN, MANAGE and REPORT EVERY ASPECT OF YOUR FINANCIAL AFFAIRS

Centrepoint Asset Management has restructured the concept of financial advice. We offer more than financial planNing – we offer you a single point of contact that integrates every aspect of your financial needs. This is called strategic coordination.

If you use a range of advisers with different agendas, all of who want more of your business, it can unbalance your portfolio. At CPAM your Strategic Coordinator will manage all these relationships, creating an integrated financial plan, and less stress for you.

Strategy and COoRDINATION

What makes our Strategic Coordinators different?
We are free from ties to any major financial institution, allowing us to focus on direct investment and portfolio construction, including shares, and both commercial and residential property. Your portfolio is administered in conjunction with market leader Multiport, one of Australia’s few providers of total portfolio administration. The Multiport service gives you one place to view all aspects of your portfolio [bank account, investment properties, shares, and collectibles] up to date and reconciled to meet all your tax and compliance obligations. To view a sample portfolio click here

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The Process

Each Strategic Coordinator is at the head of a chain of interlinked financial specialists, all working together through him to create cooperative wealth management for you.

Your Strategic Coordinator designs the structure and strategy to achieve your goals, primarily using direct assets, whilst managing all professional relationships involved in your portfolio.

Where possible, professional advisors are employed in-house to provide greater portfolio cohesion.

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