Centric Wealth
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    Centric Wealth
    (8 reviews)
    Write a review
    Write a review

    Company Profile

    Company overview

    Industry

    Financial Investment Services

    Primary location

    23 BOURKE ST 600 3000 MELBOURNE Australia
    Naarm, Wurundjeri Woi Wurrung and Bunurong Country
    Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.We know that all of our clients have different financial needs, goals and complexities. In response to this, our advisers work collaboratively with each and every client to provide an individually tailored solution. We provide clients with access to experts across all areas of wealth management so that they get complete financial security. Centric Wealth’s areas of expertise include financial planning, investments, risk insurance, corporate benefit services, lending services, general insurance and family office services.Source: This is an extract from the company's own website.

    Reviews overview

    2.98 ratings in total
    5
    1
    4
    2
    3
    2
    2
    1
    1
    2
    63%
    Rate salary as high or average
    38%
    Employees recommend this employer to friends

    What’s it like working at Centric Wealth?

    AI summary of recent reviews
    Reviewers frequently praised the great group of people and friendly team environment at Centric Wealth, with some noting good opportunities within certain roles. The company was also described as reputable. However, there were several potential challenges mentioned, including poor communication from management, difficulty with career progression, issues with poor management in general, expectations of working overtime impacting work-life balance, a lack of training for new employees, high staff turnover during difficult times, and a perceived tendency to sacrifice things to cut costs.

    Recent reviews

    5.0
    Relationship Manager
    Aug 2017
    3 to 4 years in the role, former employee
    Great
    The good thingsGreat group of people
    The challengesCommunication from management
    2.0
    Client Services
    Aug 2017
    Canberra ACT 2600
    Work you like robots
    The good thingsKnowledgeable staff and friendly environment.
    The challengesCareer progression is difficult, poor management, working overtime is common, and lack of teamwork.
    1.0
    Associate Adviser
    Apr 2017
    Sydney NSW 2000Less than 1 year in the role, former employee
    Disappointing.
    The good thingsGood opportunities in some instances.
    The challengesPoor management, poor communication, role was not what it was supposed to be.
    Ratings for Centric Wealth are shared as-is from employees in line with our community guidelines
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    This profile contains information from job postings, company websites, third-party databases and AI-generated content. Information may be incomplete or outdated. View our Company Profiles Terms.