Sustain and continue building your wealth with the guidance of a trusted financial adviser.
HIGH
NET WEALTH
PLANNING
YOUR WEALTH AND LEGACY
ESTATE PLANNING
Estate Planning dictates how your assets are legally distributed after you pass away (or become unable to make your own financial decisions). Although it may be daunting to think about what you'll leave behind, a little planning now will make all the difference. Don't leave an administrative nightmare to your family, leave a legacy.
INVESTMENT REVIEWS
Every successful investor knows that regular reviews of investments is the only way to achieve financial and lifestyle goals. Centenary Financial will be instrumental in fine-tuning your investments to integrate with changing markets and your lifestyle aspirations. Get the returns you want and the reassurance you need to live your lifestyle aspirations.
WEALTH PROTECTION
You've worked hard throughout your life to get to the financial position you're in today, so why risk losing it? Wealth Protection puts insurance plans in place to protect you and your family from life's unexpected surprises.
INVESTMENT CHOICES FACT FILE
Subscribe to our newsletter and receive a free download outlining some of the reasons for investing in managed funds, direct shares, bonds and exchange traded funds to help you work out which combination is right for you.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
OUR DIRECTORS
MICHAEL WILLIAMS
PARTNER
Tel: (02) 9230 0500
CARL GILMORE
PARTNER
Tel: (02) 9230 0500
CONTACT
CENTENARY
FINANCIAL
OUR ADDRESS
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Monday to Friday 9am to 5pm
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