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Showing 71 - 79 of 79 results for "Centric Wealth"

Centric snaps up lending firm

CHRIS NICHOLLS  |  MONDAY, 13 AUG 2007
Centric Wealth has acquired boutique lending and brokerage firm Kingsbridge & Eagle (K&E), expanding its lending division and taking it further down the path of a European-style private bank. K&E specialise in providing mortgages, commercial finance ...

Centric engages in three-way merger

CHRIS NICHOLLS  |  FRIDAY, 20 JUL 2007
Centric Wealth today announced its merger with Melbourne-based advisory business Gaddie Metz Kahn and Sydney-based Myers Business Partners, giving it access to the Melbourne market and expanding its Sydney base. The merger will generate a new accounting ...

Listed investment cos fund scoring well

HAMISH MADDEN  |  THURSDAY, 21 JUN 2007
Centric Wealth subsidiary Specialised Private Capital is trumpeting the performance of its two year old geared fund which targets alpha exclusively through listed investment companies. Over the two years since inception, the Leveraged Investment Companies ...

Centric to improve the health of doctors

HAMISH MADDEN  |  MONDAY, 14 MAY 2007
... professionals, doctors fail to adequately plan for their retirement despite their healthy incomes, a condition Centric Wealth is planning to remedy. Paul Cooke, a Centric adviser who specialises in offering advice to doctors and medical practitioners ...

Centric rolls out mat for expats

HAMISH MADDEN  |  FRIDAY, 4 MAY 2007
Centric Wealth has opened an Expatriate Services division aimed specifically at Australians living abroad, those heading overseas or those returning home. Centric Wealth adviser, David Suthons, said the expatriates market was large, with over one million ...

CGT overshadows Simpler Super benefits: Centric

CHRIS NICHOLLS  |  WEDNESDAY, 4 APR 2007
Anne-Marie Esler of Centric Wealth argues that while the new simpler super rules are a significant step forward, issues relating to capital gains tax (CGT) have been overlooked. Esler outlined what she considered the five main issues regarding super ...

InvestAhead to merge into Centric Wealth

KATE HAGE  |  WEDNESDAY, 27 SEP 2006
... risk insurance and corporate benefit services provider InvestAhead will merge with larger financial planning firm Centric Wealth. The merger will see InvestAhead's three directors, Chandra Wirasinha, Mike Galgut and Don Shar, clients and staff combine ...

PlanTech wins software mandate

PlanTech Consulting Group has been appointed by Centric Wealth to provide its adviser and risk research support software system. Centric Wealth is the recent merger of Berkley Group and Centrestone Wealth Advisers. Roy Agranat of Centric Wealth said ...

CENTRIC Wealth formed as boutique dealers merge

Berkley Group and Centrestone Wealth Advisers (Centrestone) have merged to form CENTRIC Wealth. The company, launched by Chairman Lucy Turnbull, is an attempt to champion independence against what Turnbull says is a 'tide' of institutional ownership ...
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