Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Information

Contact top employees

Summary

The company currently specializes in the Financial Services area. The annual revenue of Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 varies between 1 and 10M. To connect with Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 employee register on SignalHire.

Websitecentricwealth.co.za
Social Links
facebooklinkedIntwitter
Phone Number087 292 9371
Industries
Headquarters address183 Albion Springs, Cnr Albion Springs Close and Main Road, Cape Town, Western Cape, 7700 ZA
Company Size10-50 employees
SpecialtiesIntergenerational planning, Investment Planning, Retirement Planning, Risk Planning , Behavioral Finance, Succession Planning, Fiduciary specialist, Offshore Investments, Employee Benefits, Family Office
Founded2017
Estimated Annual Revenue$1 - 10M

Competitors

Name
Founded
Type
Employees
Revenue
Funding
1984- 25 - 100 11.9M $0
2013Privately
Held
10-50 6.9M $-
2008Privately
Held
1-10 12.6M $-

Workforce Turnover

Corporate Tenure Analytics

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Workforce Experience Insights

25% have been with the company for 3 to 4 years25% have been with the company for 8 to 10 years50% have been with the company for more than 11 years
Contact top employees
Taahirah Neumann
Taahirah NeumannClient Services Coordinator
Phone (1)
+27-***-***-6929
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Sean Power CFP®
Sean Power CFP®Wealth Advisor
Email (2)
s**n@centricwealth.co.za , s*********3@gmail.com
Phone (1)
+27-***-***-0883
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Shannon
ShannonCustomer Service Co Ordinator
Phone (1)
+27-***-***-6402
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Charles Mc Allister CFA
Charles Mc Allister CFACo-Founder/ Executive Director
Email (5)
c*****s@centricwealth.co.za , c*******a@centricwealth.co.za , c***************r@gmail.com , ...
Phone (1)
+27-***-***-3603
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Shireen Losper
Shireen LosperTrainee Para-Planner
Phone (1)
+27-***-***-1246
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Sean Johnston
Sean JohnstonCertified Financial Planner® | Wealth Manager | Fiduciary Practitioner
Phone (1)
+27-***-***-3935
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Celeste Smith CFP®
Celeste Smith CFP®Client Services Manager
Phone (1)
+27-***-***-2603
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Gené
GenéCo-Founder/ Executive Director
Phone (1)
+27-***-***-6129
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FAQ

Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 operates in the Finance industries. More details can be found on the official website: centricwealth.co.za.
The headquarters of Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 are located in Cape Town, Republic of South Africa.
You can contact Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 by phone at 087 292 9371.
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 currently employs 10-50 people.
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023's revenue is approximately 6.9M.
Well-known competitors of Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 include RBF Wealth Advisors, Inception Wealth Group and Nicholas Wealth Management.

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